Why it matters
E-commerce and internet consumer platforms. This group spans defensive demand, consumer behaviour, rates exposure and innovation, so business-model quality matters more than the label.
E-commerce and internet consumer platforms.
The consumer has moved online — e-commerce marketplaces, internet platforms and the digital brands taking share from physical retail. This collection gathers the largest online-consumer and internet names, ranked by market cap.
E-commerce and internet consumer platforms. This group spans defensive demand, consumer behaviour, rates exposure and innovation, so business-model quality matters more than the label.
Compare pricing power, repeat demand, margins, regulatory risk and the sensitivity of each company to interest rates or consumer weakness.
A theme can hide very different risk profiles: biotech, insurers, online retail and property all respond to different drivers.
Showing the 40 largest of 262 — sort or filter to explore the rest.
E-commerce and internet consumer platforms. It currently holds 262 stocks, each rated by Openbook's Reward and Risk scores. The consumer has moved online — e-commerce marketplaces, internet platforms and the digital brands taking share from physical retail.
Constituents are chosen by a rules-based screen over the full UK and US common-stock universe, then ranked by market capitalisation.
It is rebuilt from live market data, so the constituents and their rankings update as prices and company fundamentals change — there is no fixed, hand-edited list.
Openbook's Reward rating combines a stock's growth, momentum, profitability and valuation into a single 0–100 score, and the Risk rating scores financial strength, volatility and size. Use them to compare names within this theme — broadly, a higher Reward alongside a lower Risk is more attractive. They are quantitative research signals, not investment advice.
Openbook Reward and Risk ratings and factor scores are quantitative signals for research, not investment advice. Data may be delayed. Some US-listed names carry partial factor coverage.