Investment Themes

Opening up to the virtual world

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Investment Themes

The term metaverse is a contraction of the words "meta", which refers to a global vision, and "verse" for "universe". It refers to digital spaces that are much more advanced than virtual reality (VR) or augmented reality (AR).

Touted as a successor to the current Internet, the metaverse is defined as a digital duplicate of the physical world accessible via the Internet. It is an interoperable, persistent, synchronous environment, open to an unlimited number of participants, with a fully functional economy and offering a more immersive experience that encompasses the virtual and real worlds. It is about extending our reality into shared virtual spaces, which are modeled in a 3D environment. Sharing our lives between the real and the virtual is the ambition of the future with the metaverse. While the full potential of the metaverse is not yet apparent today, Ark Research estimates that metaverse revenues could approach $400 billion by 2025. Bloomberg Intelligence is more ambitious and estimates that the market opportunity could reach $800 billion by 2024. This thematic list highlights some 50 listed stocks that could benefit from this technological advance. The first companies and the future players in the metaverse are closely related to the IT, social networking, content creation, online payment, e-commerce, video games and cloud computing sectors.

Our selection

Technology
Other Phones & Handheld Devices
664B +21.10%
Technology
Other Internet Services
13.47B +23.10%
Consumer Cyclical
Internet & Mail Order Department Stores
2,556B +0.08%
Industrials
Transaction & Payment Services
39.74B -3.78%
Technology
Application Software
19.83B -7.52%
Technology
Other Semiconductors
1,446B +14.52%
Technology
Search Engines
3,984B +2.88%
Consumer Cyclical
Games, Toys & Children Vehicles
77.95B -1.42%
- - 87.84B -
Technology
Phones & Smart Phones
3,756B -9.25%
Technology
Application Software
56.22B -14.24%
Technology
Other Semiconductor Equipment & Testing
504B +23.72%
Technology
Other Internet Services
705B +0.33%
Technology
Other Software
3,418B -6.02%
Technology
Other Semiconductors
4,525B -4.52%
Technology
Other Semiconductors
377B +8.29%
Technology
Other Internet Services
402B -6.93%
Technology
Application Software
122B -17.03%
Technology
Social Media & Networking
1,563B -8.48%
Technology
Blockchain & Cryptocurrency (NEC)
65.03B +0.70%
Technology
E-commerce & Auction Services
203B -10.23%
Technology
Other Electronic Equipment & Parts
24.17B -10.43%
Industrials
Transaction & Payment Services
53.23B -5.65%
Technology
Mobile Application Software
12.95B -8.92%
Technology
Other Software
71.88B -4.98%
Technology
Electronic Component
39.53B +1.85%
Technology
Other Household Electronics
143B -7.16%
Technology
Application Software
50.94B -0.16%
Technology
Other Semiconductors
7.4B -5.51%
Technology
Cloud Computing Services
64.51B -10.01%
Consumer Cyclical
Other Broadcasting
199B -3.01%
Technology
Other IT Services & Consulting
13.45B +2.69%
Technology
Electronic Component
930M +10.07%
Technology
E-commerce & Auction Services
370B +10.79%
Technology
Other Semiconductors
169B -9.93%
Technology
Other Software
12.31B -0.14%
Technology
Other Software
17.52B -5.95%
Real Estate
Other Specialized REITs
78.72B +2.35%
Technology
Other Software
61.26B -2.70%
Technology
Other Semiconductors
234B +31.60%
Technology
Integrated Circuits
8.59B -9.46%
Technology
Other Semiconductors
365M +0.40%
Technology
Other IT Services & Consulting
1.35B -13.75%
Technology
Search Engines
51.4B +14.82%
Technology
Other Electronic Equipment & Parts
29.65B -7.49%
Technology
Other Semiconductors
6.07B -3.99%
Technology
Other Software
44.37B -6.02%
Technology
Other Integrated Telecommunications Services
8.67B +3.09%
Technology
Enterprise Software
22.97M +17.71%
Technology
Other Software
1.76B -.--%
Technology
Other Software
213M -3.24%
Technology
Integrated Hardware & Software
49.84M -8.43%
- - 585 -

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Opening up to the virtual world