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

- - 81.6B -
Technology
Search Engines
2,210B -3.25%
Technology
Other Internet Services
9.13B +32.83%
Technology
Other Software
89.47B +48.31%
Technology
Other Software
3,739B +20.25%
Technology
Other Internet Services
537B +41.22%
Technology
Social Media & Networking
1,813B +21.76%
Consumer Cyclical
Internet & Mail Order Department Stores
2,396B +3.23%
Technology
Application Software
156B -17.90%
Technology
E-commerce & Auction Services
246B +37.48%
Technology
Other Internet Services
577B +24.10%
Technology
Other Semiconductors
967B +3.26%
Technology
Other Semiconductors
4,003B +26.77%
Consumer Cyclical
Games, Toys & Children Vehicles
98.57B +35.20%
Technology
Blockchain & Cryptocurrency (NEC)
100B +55.46%
Industrials
Transaction & Payment Services
71.86B -13.78%
Technology
Other Software
17.97B +22.83%
Technology
Application Software
22.92B +4.82%
Technology
Search Engines
29.52B +11.27%
Technology
Other Semiconductors
167B +0.62%
Technology
Phones & Smart Phones
3,116B -15.92%
Technology
Other Semiconductor Equipment & Testing
312B +4.04%
Technology
Application Software
63.02B -1.86%
Technology
Electronic Component
969M -16.72%
Technology
Other Phones & Handheld Devices
296B +19.74%
Technology
Integrated Hardware & Software
143M +169.88%
Technology
Other Software
75.85B +93.86%
Technology
Other Semiconductors
237B +28.21%
Technology
E-commerce & Auction Services
151B +8.33%
Consumer Cyclical
Other Broadcasting
216B +7.19%
Technology
Other Electronic Equipment & Parts
21.39B -18.58%
Technology
Other Household Electronics
146B +5.85%
Industrials
Transaction & Payment Services
41.92B -21.48%
Technology
Cloud Computing Services
63.4B +73.44%
Real Estate
Other Specialized REITs
74.36B -19.23%
Technology
Other Software
12.15B +32.49%
Technology
Other IT Services & Consulting
11.32B -19.31%
Technology
Electronic Component
26.56B -16.41%
Technology
Application Software
37.4B +1.87%
Technology
Other IT Services & Consulting
985M -27.12%
Technology
Other Electronic Equipment & Parts
27.45B -6.27%
Technology
Other Semiconductors
5.33B -20.88%
Technology
Other Semiconductors
366M -44.84%
Technology
Enterprise Software
35.16M -39.07%
Technology
Other Semiconductors
8.12B +25.16%
Technology
Integrated Circuits
11.17B -17.08%
Technology
Mobile Application Software
16.05B -11.14%
Technology
Other Software
43.61B +29.76%
Technology
Other Semiconductors
102B +15.09%
Technology
Other Integrated Telecommunications Services
4.72B -13.68%
Technology
Other Software
1.76B +13.50%
Technology
Other Software
252M -10.71%
- - 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