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
1,208B +113.09%
Technology
Search Engines
4,122B +8.13%
Consumer Cyclical
Internet & Mail Order Department Stores
2,788B +12.00%
Technology
Mobile Application Software
9.25B -32.22%
Technology
Other Semiconductors
1,975B +55.48%
Technology
Other Software
18.33B -5.68%
Technology
Electronic Component
83.88B +121.53%
Technology
Application Software
45.54B -26.39%
Technology
Other Semiconductor Equipment & Testing
655B +59.26%
Technology
Other Software
3,711B +3.32%
Technology
Other Semiconductors
5,563B +23.52%
Technology
Other Semiconductors
780B +123.00%
Technology
Other Internet Services
326B -16.54%
Technology
Application Software
106B -23.85%
Technology
Phones & Smart Phones
4,670B +17.70%
Technology
Social Media & Networking
1,571B -6.56%
Technology
Other Electronic Equipment & Parts
35.36B +31.50%
- - 77.2B -
Technology
Other Internet Services
6.37B -38.06%
Technology
Application Software
15.3B -19.05%
Technology
Other Household Electronics
146B -3.45%
Industrials
Transaction & Payment Services
47.02B -5.86%
Technology
E-commerce & Auction Services
187B -9.87%
Technology
Other Software
68.65B -12.13%
Technology
Other Semiconductors
180B -1.35%
Technology
Other Internet Services
508B -26.08%
Technology
Electronic Component
1.86B +115.80%
Technology
Other Software
10.46B -11.67%
Industrials
Transaction & Payment Services
50.03B +27.15%
Technology
Other Software
30.94B -46.55%
Technology
Other Semiconductors
9.07B +21.69%
Technology
Other IT Services & Consulting
3.28B +102.26%
Consumer Cyclical
Other Broadcasting
182B -7.44%
Real Estate
Other Specialized REITs
102B +35.22%
Technology
E-commerce & Auction Services
274B -22.75%
Technology
Other Electronic Equipment & Parts
27.03B -12.04%
Technology
Cloud Computing Services
99.32B +41.48%
Consumer Cyclical
Games, Toys & Children Vehicles
65.3B -16.57%
Technology
Other Semiconductors
265M -27.78%
Technology
Search Engines
33.74B -23.87%
Technology
Other IT Services & Consulting
15.12B +20.60%
Technology
Other Software
40.14B -16.15%
Technology
Other Semiconductors
503B +159.62%
Technology
Integrated Circuits
11.14B +16.73%
Technology
Other Integrated Telecommunications Services
6.98B -12.87%
Technology
Other Semiconductors
6.12B -12.27%
Technology
Blockchain & Cryptocurrency (NEC)
48.71B -18.35%
Technology
Other Software
256M +13.38%
Technology
Other Software
1.76B -.--%
Technology
Enterprise Software
19.97M -0.63%
Technology
Integrated Hardware & Software
26.38M -50.28%
- - 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