e-Commerce, Mobile Transactions and Data Wars

e-Commerce, Mobile Transactions and Data Wars
Components Performance/Risk
Period Return
11.3%
Return Rank
Below Average
Risk Exposure
Average Risk

e-Commerce is an irresistible force bringing on board the most reluctant luxury retailers forced to rethink their unique image nurtured over decades as they recognize digital distribution has become too costly to ignore

But the absolute domination in the digital space of a very small number of world beating platforms is a conundrum retailers and service providers are not likely to solve any time soon

Fronting for the consumer, the digital platforms must dominate at any price to win the data wars and  retain firsthand – possibly exclusive – knowledge of the clients, data they may or may not share with manufacturers, retailers, services providers and financial institutions

This is why the partnerships, the acquisition strategies and the distribution agreements are foremost about data control, analytics and sharing agreements

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
Apple AAPL TechnologyComputer & Mobile Hardware37.43549 B2.8% Sharp Down Low Risk
Baidu (ADR) BIDU TechnologyInternet - Content Delivery134.8046 B56.1% Neutral Above Average
Alphabet class C GOOG TechnologyInternet - Content Delivery369.274,467 B105.3% Neutral Below Average
Tencent Holdings (ADR) TCEHY TechnologyInternet - Content Delivery55.35--12.9% Weak Down Below Average
Amazon.com AMZN ServicesE-commerce Services253.792,724 B13.6% Weak Down Below Average
MercadoLibre MELI ServicesE-commerce Services1,634.7883 B-35.0% Neutral Above Average
Alibaba Group (ADR) BABA ServicesE-commerce Services125.95292 B15.9% Weak Down Above Average
eBay Inc EBAY ServicesE-commerce Services109.1549 B46.4% Neutral Average Risk
JD.com (ADR) JD ServicesE-commerce Services29.1940 B-2.7% Weak Down Below Average
Zalando (ADR) ZLNDY ServicesE-commerce Services15.25--7.7% Strong Up Above Average
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