To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.
Investment Themes
The widespread use of the Internet reaches all aspects of our daily lives. E-commerce has been a real driver of the expansion of the web globally. Since the advent of the internet, online businesses have continued to grow exponentially.
E-commerce has undeniably become a full-fledged complement to physical commerce. Everyone is involved (or almost). There are still growth levers for e-commerce, particularly in certain industries where it is not widely used, in emerging countries or among small retailers who are accelerating their digitalization. The health crisis of 2020 was a real catalyst for this growth, especially for small businesses. The rise of smartphones and tablets among consumers obviously has a strong impact on commerce. The smartphone has become an extension of our arm. With a simple click, you can order any product from the other side of the world. The growth momentum of e-commerce is not expected to slow down so quickly: marketplaces are becoming more specialized, pure-players are emerging and sales on social networks are accelerating. This list shows the main stocks to take advantage of the trend towards digital commerce: the e-commerce giants, pure-players who are leaders in their niche and players in logistics, home delivery and online payment.
Our selection
 | Industrials | Integrated Logistics Operators | 4.47B | -1.44% | |
| Industrials | Other Air Freight & Logistics | 84.9B | -20.61% | |
| Technology | Other Internet Services | 13.25B | +8.39% | |
| Consumer Cyclical | Other Entertainment Production | 15.37B | -22.46% | |
| Industrials | Integrated Logistics Operators | 26.29B | -15.26% | |
| Industrials | Other Air Freight & Logistics | 3.94B | -8.16% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 7.55B | -17.94% | |
| Industrials | Other Air Freight & Logistics | 62.12B | +36.96% | |
| Industrials | Other Air Freight & Logistics | 5.9B | +35.97% | |
| Industrials | Other Heavy Machinery & Vehicles | 3.72B | -6.30% | |
| Technology | Other Internet Services | 668M | -36.64% | |
| Technology | Other Internet Services | 7.31B | +1.06% | |
| Industrials | Other Marine Freight & Logistics | 13.24B | -6.98% | |
| Industrials | Other Air Freight & Logistics | 475M | +3.05% | |
| Technology | Enterprise Software | 287B | -12.51% | |
| Technology | Other Internet Services | 5.44B | -18.76% | |
| Financials | Life Insurance | 29.25B | +7.15% | |
| - | - | 88.17B | - | |
| Technology | Other Internet Services | 7.07B | -23.15% | |
| Technology | Enterprise Software | 531B | +13.21% | |
| Industrials | Integrated Logistics Operators | 1.65B | +2.18% | |
| Industrials | Other Air Freight & Logistics | 66.36B | +0.40% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 40.94B | -16.79% | |
| Industrials | Other Heavy Machinery & Vehicles | 9.98B | +99.31% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 22.14B | +0.18% | |
| Technology | E-commerce & Auction Services | 37.33B | +31.83% | |
| Industrials | Other Business Support Services | 2.41B | -8.83% | |
| Technology | E-commerce & Auction Services | 9.62B | +42.17% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 849M | -6.48% | |
| Consumer Cyclical | Travel Agents | 176B | +9.43% | |
| Industrials | Other Air Freight & Logistics | 20.31B | +35.40% | |
| Industrials | Other Ground Freight & Logistics | 7.7B | +22.12% | |
| Technology | Other Computer Hardware | 12.23B | +28.45% | |
| Consumer Cyclical | Travel Agents | 34.73B | +52.97% | |
| Industrials | Integrated Logistics Operators | 58.35B | +2.68% | |
| Technology | E-commerce & Auction Services | 335B | +76.07% | |
| Consumer Cyclical | Travel Agents | 46.66B | +3.25% | |
| Technology | Search Engines | 24.49B | +16.39% | |
| Industrials | Transaction & Payment Services | 56.83B | -28.14% | |
| Technology | Other Internet Services | 79.92B | +0.46% | |
| Technology | Other Internet Services | 17.86B | +51.57% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 12.85B | +125.81% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 1.03B | -2.29% | |
| Industrials | Integrated Logistics Operators | 1.3B | +12.20% | |
| Industrials | Other Marine Freight & Logistics | 33.93B | +22.34% | |
| Technology | E-commerce & Auction Services | 738M | -35.64% | |
| Technology | E-commerce & Auction Services | 157B | +12.40% | |
| Consumer Non-Cyclical | Other Drug Retailers | 340M | -72.20% | |
| Technology | Enterprise Software | 3.25B | -52.09% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,379B | +1.44% | |
| Technology | Other Internet Services | 170B | +34.15% | |
| Consumer Cyclical | Used Car Dealers | 63.35B | +123.83% | |
| Technology | E-commerce & Auction Services | 208B | +53.43% | |
| Technology | Other Software | 71.97B | +17.13% | |
| Consumer Cyclical | Travel Agents | 1.18B | -49.40% | |
| Technology | Other Software | 353M | -29.74% | |
| Technology | Other Internet Services | 157M | -1.47% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 13.75B | -0.45% | |
| Technology | Other Internet Services | 7.16B | -24.05% | |
| Technology | Enterprise Software | 7.68B | -23.71% | |
| Technology | Other IT Services & Consulting | 10.24B | -35.04% | |
| Technology | Financial Technology (Fintech) (NEC) | 21.67B | +20.51% | |
| Technology | Other Internet Services | 542M | -26.20% | |
| Technology | E-commerce & Auction Services | 99.71B | +13.72% | |
| Technology | E-commerce & Auction Services | 548M | -7.23% | |
| Financials | Other Consumer Lending | 690M | +32.80% | |
| Consumer Cyclical | Travel Agents | 1.74B | +1.22% | |
| Technology | Other Internet Services | 5.35B | -52.48% | |
| Industrials | Freight Logistics | 3.04B | +4.74% | |
| Industrials | Other Ground Freight & Logistics | 658M | -27.88% | |
| Technology | Other IT Services & Consulting | 16.73B | -36.83% | |
| Technology | Other Electronic Equipment & Parts | 13.44B | -32.38% | |
| Technology | E-commerce & Auction Services | 79.2B | -34.41% | |
| Technology | E-commerce & Auction Services | 430M | +31.03% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 472M | +16.59% | |
| Consumer Cyclical | Optical Goods Stores | 50.24M | -18.21% | |
| Technology | Cloud Computing Services | 68.9B | +83.44% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.47B | -52.58% | |
| Technology | Other Internet Services | 27.02B | -11.13% | |
| Industrials | Commercial Equipment | 3.54B | -5.94% | |
| Financials | Insurance Brokers | 133M | -54.47% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 635M | +30.62% | |
| Industrials | Taxi & Limousine | 24.12B | +12.04% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2.57B | -22.30% | |
| Consumer Cyclical | Other Home Furnishings | 85.55M | +0.56% | |
| Industrials | Other Ground Freight & Logistics | 17.22B | +12.96% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 5.24B | - | |
| Technology | Other Internet Services | 7.73B | -20.32% | |
| Technology | Other Internet Services | 1.42B | +216.49% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 406M | -40.81% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 1B | -51.53% | |
| Technology | Other Software | 18.11M | -60.15% | |
| Technology | Other IT Services & Consulting | 56.08M | -79.25% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 417M | -34.94% | |
| Industrials | Data Processing Services | 20.43B | +192.24% | |
| Technology | Other Internet Services | 4.75B | +53.24% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 60.26M | -19.09% | |
| Industrials | Air Freight | 362M | -1.72% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 97.69M | -30.00% | |
| Consumer Cyclical | Used Car Dealers | 540M | -42.55% | |
News of the components
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░ ░░░░ ░░░░░░░░ ░░ ░░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░ ░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░ ░░░░░░░░ ░░ ░░ ░░░░░░░ ░░░░░░░ ░░ ░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░ ░░░ ░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░░ ░░░ ░░░░░░░ ░░ ░░░░ ░░░░░░ ░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░░ ░░░░ ░░░░░░ ░░░ ░░░ ░░░ ░░ ░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░ ░░░░░░ ░░░░░░░░░ ░░░░ ░ ░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░ ░░░░░░░░░ ░░░ ░░ ░░░░░░░░░ ░░░░░ ░░ ░░░░ ░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░ ░░░░░ ░░░ ░░░░░ ░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░ ░ ░░░░░░░░░░░ ░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░░░░░ ░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░ ░░░ ░░░ ░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░ ░░░ ░░░░░░ ░░░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░░░░░░ ░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░ ░░ ░░░░ ░░░░░░░░░ ░░░░ ░░ ░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░ ░ ░░░░░░ ░░░░░░░░░░ ░░░░ ░░ ░░░░░░░░░ ░░░░░░░░░░░░ ░░ ░░░░░ ░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░ ░░░░ ░░ ░░░░░░░░ | ░░ |
Heatmap
Calendar of the components
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░░ ░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░░░ ░░░ ░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░░ ░░░░░░ ░░░ ░░░░░░ |
| ░░░░ | ░░░░░░░░░░░░ ░░░ ░░░░ ░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░░░ ░ ░░░░░░░ ░░░░░░░░ |
| ░░░░ | ░░░░░ ░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ |
Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- E-Commerce & Logistics
