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
1,118B +119.35%
Technology
Mobile Application Software
7.76B -40.27%
Technology
Search Engines
4,375B +16.56%
Technology
Other Semiconductors
5,130B +12.90%
Consumer Cyclical
Internet & Mail Order Department Stores
2,662B +9.73%
Technology
Other Internet Services
310B -20.74%
Technology
Application Software
43.48B -28.84%
Technology
Electronic Component
102B +180.35%
Technology
Social Media & Networking
1,678B +0.93%
Technology
Application Software
87.76B -34.44%
Technology
Other Semiconductors
1,953B +56.13%
Technology
Other Software
2,859B -18.69%
Technology
Phones & Smart Phones
4,624B +18.98%
Technology
Other Semiconductors
894B +153.94%
Technology
Other Semiconductor Equipment & Testing
685B +68.81%
Technology
Other Electronic Equipment & Parts
37.9B +46.81%
- - 82.48B -
Technology
Application Software
14.15B -27.89%
Technology
Other Software
13.86B -27.64%
Technology
Other Internet Services
523B -20.87%
Technology
Other Semiconductors
188B +4.61%
Technology
Other Household Electronics
123B -15.78%
Industrials
Transaction & Payment Services
41.79B -6.11%
Technology
Other Internet Services
7.32B -24.77%
Technology
Other Software
9.75B -15.20%
Technology
Other Software
66.94B -10.88%
Industrials
Transaction & Payment Services
48.06B +23.08%
Technology
E-commerce & Auction Services
164B -23.89%
Real Estate
Other Specialized REITs
101B +34.11%
Technology
Other Software
39B -30.58%
Technology
E-commerce & Auction Services
256B -17.57%
Consumer Cyclical
Other Broadcasting
166B -14.46%
Technology
Other Electronic Equipment & Parts
22.2B -26.06%
Technology
Electronic Component
1.96B +130.10%
Technology
Application Software
51.82B +1.03%
Technology
Search Engines
37.34B -12.95%
Technology
Other Semiconductors
7.28B -1.17%
Consumer Cyclical
Games, Toys & Children Vehicles
50.18B -33.80%
Technology
Other IT Services & Consulting
3.27B +100.69%
Technology
Integrated Circuits
8.51B -9.34%
Technology
Cloud Computing Services
99.59B +44.44%
Technology
Other IT Services & Consulting
18.33B +45.45%
Technology
Blockchain & Cryptocurrency (NEC)
42.55B -28.23%
Technology
Other Integrated Telecommunications Services
6.56B -16.67%
Technology
Other Semiconductors
7.36B +6.42%
Technology
Other Semiconductors
542B +187.21%
Technology
Other Software
44.01B -5.74%
Technology
Other Semiconductors
304M -15.87%
Technology
Other Software
224M -0.29%
Technology
Other Software
1.76B -.--%
Technology
Enterprise Software
17.55M -15.77%
Technology
Integrated Hardware & Software
39.52M -25.46%
- - 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