e-Commerce, Mobile Transactions and Data Wars

e-Commerce, Mobile Transactions and Data Wars
Components Performance/Risk
Period Return
3.8%
Return Rank
Subpar
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 Hardware321.66549 B2.8% Sharp Down Low Risk
Baidu (ADR) BIDU TechnologyInternet - Content Delivery107.3936 B17.9% Neutral Above Average
Alphabet class C GOOG TechnologyInternet - Content Delivery318.344,187 B80.0% Neutral Below Average
Tencent Holdings (ADR) TCEHY TechnologyInternet - Content Delivery55.36--21.4% Neutral Average Risk
Amazon.com AMZN ServicesE-commerce Services233.662,654 B6.5% Neutral Below Average
MercadoLibre MELI ServicesE-commerce Services1,798.7092 B-24.1% Weak Up Above Average
Alibaba Group (ADR) BABA ServicesE-commerce Services114.06267 B-4.2% Weak Up Above Average
eBay Inc EBAY ServicesE-commerce Services109.3250 B39.1% Neutral Average Risk
JD.com (ADR) JD ServicesE-commerce Services30.0941 B-5.4% Weak Up Below Average
Zalando (ADR) ZLNDY ServicesE-commerce Services15.38--3.6% Strong Up Above Average
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