Investment Themes

Opening up to the virtual world

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 Electronic Equipment & Parts
25.37B +5.29%
Technology
Mobile Application Software
8.72B -38.04%
Technology
Electronic Component
56.49B +66.39%
Technology
Other Phones & Handheld Devices
904B +65.89%
Consumer Cyclical
Internet & Mail Order Department Stores
2,886B +17.35%
Technology
E-commerce & Auction Services
196B -8.92%
Technology
Other Semiconductors
1,765B +47.42%
Technology
Other Semiconductors
4,314B -9.44%
Technology
Other Software
22.83B +13.97%
Technology
Application Software
92.36B -32.37%
Technology
Other Semiconductor Equipment & Testing
576B +47.71%
Technology
Other Software
4,049B +10.24%
Technology
Search Engines
3,531B -8.19%
Technology
Other Semiconductors
834B +140.57%
Technology
Other Internet Services
263B -32.53%
Technology
Application Software
55.04B -12.13%
Technology
Social Media & Networking
1,639B -2.83%
Technology
Integrated Circuits
12.46B +30.44%
Technology
Electronic Component
1.4B +76.00%
- - 82.79B -
Technology
Application Software
21.25B +12.82%
Technology
Other Software
47.75B -39.80%
Technology
Other Internet Services
5.87B -42.09%
Technology
Phones & Smart Phones
5,096B +28.19%
Technology
Cloud Computing Services
105B +55.11%
Technology
Other Household Electronics
159B +5.54%
Industrials
Transaction & Payment Services
49.88B +0.69%
Technology
Other Internet Services
480B -30.25%
Technology
E-commerce & Auction Services
262B -29.92%
Industrials
Transaction & Payment Services
53.54B +31.48%
Technology
Other Semiconductors
183B +1.45%
Technology
Other Software
36.93B -36.83%
Technology
Other IT Services & Consulting
2.58B +59.53%
Real Estate
Other Specialized REITs
104B +37.05%
Technology
Other Electronic Equipment & Parts
29.29B -2.01%
Consumer Cyclical
Games, Toys & Children Vehicles
62.77B -20.40%
Technology
Other Software
14.1B +18.54%
Consumer Cyclical
Other Broadcasting
206B +4.78%
Technology
Other Semiconductors
224M -36.35%
Technology
Other IT Services & Consulting
11.58B -4.06%
Technology
Other Software
38.78B -12.26%
Technology
Search Engines
26.75B -38.99%
Technology
Other Semiconductors
316B +57.53%
Technology
Blockchain & Cryptocurrency (NEC)
36.03B -41.57%
Technology
Other Semiconductors
4.59B -31.97%
Technology
Other Integrated Telecommunications Services
4.45B -39.38%
Technology
Other Software
230M +2.79%
Technology
Enterprise Software
9.55M -50.46%
Technology
Integrated Hardware & Software
16.68M -68.26%
- - 585 -

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  2. Investment Themes
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