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
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 -

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