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 | 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 | - | ||
News of the components
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Heatmap
Calendar of the components
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Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- Opening up to the virtual world
















