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
1,043B +92.66%
Technology
Search Engines
4,329B +13.19%
Consumer Cyclical
Internet & Mail Order Department Stores
2,961B +18.92%
Technology
Mobile Application Software
9.01B -33.95%
Technology
Electronic Component
83.83B +123.75%
Technology
Application Software
52.59B -15.85%
Technology
Other Semiconductor Equipment & Testing
666B +62.69%
Technology
Other Semiconductors
1,903B +52.90%
Technology
Other Semiconductors
5,424B +20.09%
Technology
Other Software
18.92B -2.65%
Technology
Other Software
3,713B +3.38%
Technology
Other Semiconductors
789B +125.70%
Technology
Application Software
105B -24.22%
Technology
Phones & Smart Phones
4,573B +15.25%
Technology
Social Media & Networking
1,508B -10.30%
Technology
Other Internet Services
309B -20.93%
- - 83.73B -
Technology
Other Electronic Equipment & Parts
35.96B +35.14%
Technology
Application Software
16.03B -15.21%
Technology
Other Semiconductors
179B -1.86%
Technology
Other Household Electronics
139B -7.53%
Technology
Other Internet Services
7.84B -23.79%
Technology
Other Internet Services
548B -20.07%
Technology
Other Software
69.47B -11.08%
Technology
Other Software
11.02B -7.74%
Industrials
Transaction & Payment Services
47.46B +21.37%
Technology
E-commerce & Auction Services
195B -5.84%
Industrials
Transaction & Payment Services
50.53B +1.18%
Real Estate
Other Specialized REITs
103B +36.08%
Technology
Other Software
27B -53.36%
Consumer Cyclical
Other Broadcasting
181B -7.79%
Technology
Other Semiconductors
8.74B +17.24%
Technology
Electronic Component
1.77B +108.96%
Technology
E-commerce & Auction Services
293B -12.40%
Technology
Other Electronic Equipment & Parts
27.65B -10.85%
Technology
Search Engines
37.21B -16.03%
Technology
Other IT Services & Consulting
3.66B +125.54%
Technology
Other Semiconductors
272M -24.44%
Consumer Cyclical
Games, Toys & Children Vehicles
58.8B -24.09%
Technology
Cloud Computing Services
107B +52.31%
Technology
Other IT Services & Consulting
15.92B +26.69%
Technology
Other Semiconductors
513B +175.47%
Technology
Other Software
46.09B -3.72%
Technology
Integrated Circuits
10.63B +11.37%
Technology
Other Integrated Telecommunications Services
6.44B -19.69%
Technology
Other Semiconductors
6.65B -4.25%
Technology
Blockchain & Cryptocurrency (NEC)
40.53B -32.08%
Technology
Other Software
252M +11.76%
Technology
Other Software
1.76B -.--%
Technology
Enterprise Software
18.69M -7.00%
Technology
Integrated Hardware & Software
42.4M -20.83%
- - 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