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
725B +38.28%
Technology
Other Internet Services
12.84B +25.90%
Industrials
Transaction & Payment Services
34.32B -11.97%
Technology
Mobile Application Software
8.83B -35.19%
- - 78.21B -
Technology
Other Semiconductors
1,548B +21.29%
Technology
Other Software
3,069B -14.55%
Consumer Cyclical
Internet & Mail Order Department Stores
2,222B -10.34%
Technology
Application Software
51.54B -17.71%
Technology
Other Semiconductor Equipment & Testing
548B +29.48%
Technology
Phones & Smart Phones
4,018B +0.67%
Technology
Search Engines
3,854B +1.78%
Technology
Other Semiconductors
348B -0.28%
Technology
Application Software
19.36B -6.60%
Consumer Cyclical
Games, Toys & Children Vehicles
67.42B -15.71%
Technology
Other Semiconductors
4,581B +1.09%
Technology
Other Internet Services
642B -8.76%
Technology
Social Media & Networking
1,697B +1.61%
Technology
Other Internet Services
347B -12.32%
Technology
Application Software
109B -24.38%
Technology
E-commerce & Auction Services
166B -20.95%
Technology
Blockchain & Cryptocurrency (NEC)
43.82B -28.14%
Technology
Electronic Component
39.18B +2.25%
Technology
Other Electronic Equipment & Parts
28.55B +4.91%
Technology
Cloud Computing Services
63.04B -8.71%
Industrials
Transaction & Payment Services
38.2B -28.93%
Technology
Other Software
67.09B -11.16%
Technology
Other Semiconductors
7.82B -0.24%
Technology
Other Household Electronics
138B -11.53%
Technology
Other IT Services & Consulting
13.58B +8.19%
Technology
Application Software
50.7B -0.86%
Consumer Cyclical
Other Broadcasting
195B -3.35%
Technology
Electronic Component
952M +9.70%
Technology
Other Software
10.93B -8.87%
Technology
Other Software
12.44B -34.21%
Technology
Other Semiconductors
352M -4.37%
Technology
E-commerce & Auction Services
372B +13.60%
Technology
Other Semiconductors
149B -18.10%
Technology
Other Software
50.5B -11.22%
Technology
Integrated Circuits
9.37B -1.73%
Real Estate
Other Specialized REITs
84.12B +11.82%
Technology
Other IT Services & Consulting
1.36B -10.71%
Technology
Search Engines
50.76B +13.01%
Technology
Other Software
39.02B -17.70%
Technology
Other Electronic Equipment & Parts
29.32B -11.29%
Technology
Other Semiconductors
5.84B -7.34%
Technology
Other Semiconductors
235B +27.72%
Technology
Other Integrated Telecommunications Services
7.98B +0.13%
Technology
Enterprise Software
17.08M -12.48%
Technology
Other Software
1.76B -.--%
Technology
Other Software
216M -3.38%
Technology
Integrated Hardware & Software
39.46M -30.60%
- - 585 -

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Calendar of the components

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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