Investment Themes
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 | 922B | +118.93% | ||
| Technology | Search Engines | 4,081B | +14.10% | ||
| Technology | Mobile Application Software | 7.89B | -41.70% | ||
| Technology | Electronic Component | 73.24B | +128.47% | ||
| Technology | Other Semiconductors | 4,724B | +7.47% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,533B | +17.49% | ||
| Technology | Application Software | 49.61B | -20.95% | ||
| Technology | Other Semiconductors | 1,762B | +56.45% | ||
| Technology | Other Semiconductor Equipment & Testing | 637B | +55.65% | ||
| Technology | Phones & Smart Phones | 4,897B | +12.55% | ||
| Technology | Other Software | 3,350B | -4.31% | ||
| Technology | Social Media & Networking | 1,368B | -16.44% | ||
| Technology | Other Internet Services | 305B | -23.66% | ||
| Technology | Application Software | 98.54B | -28.58% | ||
| Technology | Other Semiconductors | 791B | +125.35% | ||
| - | - | 84.32B | - | ||
| Technology | Other Electronic Equipment & Parts | 33.47B | +36.05% | ||
| Technology | Other Software | 14.55B | -28.37% | ||
| Technology | Application Software | 15.74B | -21.07% | ||
| Technology | Other Semiconductors | 162B | -13.27% | ||
| Industrials | Transaction & Payment Services | 49.32B | -1.73% | ||
| Technology | Other Software | 34.85B | -56.56% | ||
| Technology | Other Internet Services | 7.83B | -22.59% | ||
| Technology | Other Internet Services | 540B | -20.67% | ||
| Technology | Other Software | 65.07B | -16.21% | ||
| Technology | Other Software | 11.02B | -7.66% | ||
| Industrials | Transaction & Payment Services | 49.62B | +24.46% | ||
| Technology | E-commerce & Auction Services | 159B | -26.64% | ||
| Technology | Other Household Electronics | 140B | -5.89% | ||
| Real Estate | Other Specialized REITs | 103B | +33.81% | ||
| Technology | E-commerce & Auction Services | 265B | -17.10% | ||
| Consumer Cyclical | Other Broadcasting | 167B | -15.38% | ||
| Technology | Electronic Component | 1.43B | +85.95% | ||
| Technology | Other Electronic Equipment & Parts | 26.83B | -14.50% | ||
| Technology | Application Software | 52.56B | +2.71% | ||
| Technology | Other IT Services & Consulting | 3.37B | +121.51% | ||
| Technology | Search Engines | 36.46B | -15.58% | ||
| Technology | Other Semiconductors | 8.01B | +7.30% | ||
| Consumer Cyclical | Games, Toys & Children Vehicles | 58.89B | -27.52% | ||
| Technology | Cloud Computing Services | 101B | +41.73% | ||
| Technology | Other IT Services & Consulting | 16.54B | +31.09% | ||
| Technology | Other Semiconductors | 460B | +148.89% | ||
| Technology | Integrated Circuits | 9.4B | -1.55% | ||
| Technology | Other Integrated Telecommunications Services | 6.76B | -16.73% | ||
| Technology | Other Semiconductors | 5.5B | -16.64% | ||
| Technology | Other Software | 46.26B | -5.25% | ||
| Technology | Blockchain & Cryptocurrency (NEC) | 43.1B | -33.90% | ||
| Technology | Other Semiconductors | 252M | -22.70% | ||
| Technology | Other Software | 246M | +10.88% | ||
| Technology | Other Software | 1.76B | -.--% | ||
| Technology | Enterprise Software | 18.58M | -2.27% | ||
| Technology | Integrated Hardware & Software | 41.88M | -22.27% | ||
| - | - | 585 | - | ||
News of the components
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- Opening up to the virtual world
















