e-Commerce, Mobile Transactions and Data Wars

e-Commerce, Mobile Transactions and Data Wars
Components Performance/Risk
Period Return
-2.1%
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 Hardware324.964,771 B36.7% Neutral Low Risk
Baidu (ADR) BIDU TechnologyInternet - Content Delivery94.3432 B-2.1% Weak Down Above Average
Alphabet class C GOOG TechnologyInternet - Content Delivery333.784,038 B45.1% Neutral Below Average
Tencent Holdings (ADR) TCEHY TechnologyInternet - Content Delivery56.09--27.2% Weak Down Below Average
Amazon.com AMZN ServicesE-commerce Services254.982,737 B12.8% Neutral Below Average
MercadoLibre MELI ServicesE-commerce Services1,963.49100 B-17.3% Weak Up Average Risk
Alibaba Group (ADR) BABA ServicesE-commerce Services111.81260 B-17.3% Neutral Average Risk
eBay Inc EBAY ServicesE-commerce Services106.7048 B20.9% Weak Down Average Risk
JD.com (ADR) JD ServicesE-commerce Services27.8338 B-4.5% Weak Down Below Average
Zalando (ADR) ZLNDY ServicesE-commerce Services13.29--4.4% Weak Down Average Risk
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