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
1,071B +100.17%
Technology
Search Engines
4,606B +20.65%
Technology
Mobile Application Software
9.79B -28.25%
Technology
Electronic Component
82.36B +141.19%
Technology
Other Semiconductors
5,133B +13.64%
Consumer Cyclical
Internet & Mail Order Department Stores
2,992B +20.19%
Technology
Application Software
50.09B -19.86%
Technology
Other Semiconductor Equipment & Testing
651B +59.39%
Technology
Other Semiconductors
1,858B +49.68%
Technology
Phones & Smart Phones
4,515B +13.80%
Technology
Other Software
3,659B +1.90%
Technology
Social Media & Networking
1,498B -10.93%
Technology
Other Internet Services
306B -21.53%
Technology
Application Software
102B -26.43%
Technology
Other Semiconductors
846B +142.15%
- - 83.92B -
Technology
Other Electronic Equipment & Parts
36.77B +42.47%
Technology
Other Software
15.37B -20.26%
Technology
Application Software
15.37B -18.67%
Technology
Other Semiconductors
174B -4.90%
Technology
Other Household Electronics
132B -11.41%
Industrials
Transaction & Payment Services
50.08B +0.27%
Technology
Other Internet Services
7.95B -22.77%
Technology
Other Internet Services
558B -17.83%
Industrials
Transaction & Payment Services
50.85B +30.04%
Technology
Other Software
68.26B -12.64%
Technology
Other Software
11.3B -5.46%
Technology
E-commerce & Auction Services
160B -23.40%
Real Estate
Other Specialized REITs
104B +37.25%
Technology
Other Software
26.43B -54.34%
Consumer Cyclical
Other Broadcasting
170B -13.70%
Technology
Electronic Component
1.78B +110.82%
Technology
Application Software
52.93B +2.63%
Technology
E-commerce & Auction Services
294B -12.00%
Technology
Other Electronic Equipment & Parts
27.36B -11.12%
Technology
Other IT Services & Consulting
3.9B +145.09%
Technology
Search Engines
38.19B -13.84%
Consumer Cyclical
Games, Toys & Children Vehicles
55.3B -29.89%
Technology
Other Semiconductors
8.38B +12.46%
Technology
Cloud Computing Services
107B +52.84%
Technology
Other Semiconductors
283M -21.03%
Technology
Other IT Services & Consulting
17.93B +41.38%
Technology
Other Semiconductors
509B +173.33%
Technology
Other Software
44.92B -6.18%
Technology
Integrated Circuits
10.05B +5.33%
Technology
Other Integrated Telecommunications Services
6.91B -13.64%
Technology
Other Semiconductors
6.16B -11.22%
Technology
Blockchain & Cryptocurrency (NEC)
39.77B -33.35%
Technology
Other Software
257M +13.68%
Technology
Other Software
1.76B -.--%
Technology
Enterprise Software
19.49M -3.00%
Technology
Integrated Hardware & Software
41.58M -20.83%
- - 585 -

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Ratings chart - Surperformance

Ratings ESG MSCI

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