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
482B +103.76%
Technology
Other Internet Services
10.67B +42.46%
Consumer Cyclical
Internet & Mail Order Department Stores
2,454B +4.62%
Technology
Other Semiconductors
1,210B +35.81%
Technology
Search Engines
3,881B +69.71%
Technology
Application Software
20.73B -5.63%
Consumer Cyclical
Games, Toys & Children Vehicles
93.64B +32.99%
- - 88.71B -
Technology
Other Semiconductor Equipment & Testing
429B +41.83%
Technology
Other Internet Services
708B +45.08%
Technology
Other Software
3,591B +14.63%
Technology
Other Semiconductors
4,432B +35.83%
Technology
Other Semiconductors
355B +80.45%
Technology
Application Software
145B -22.13%
Technology
Other Internet Services
458B +12.46%
Technology
Social Media & Networking
1,697B +15.01%
Technology
Other Software
79.32B +26.29%
Technology
Blockchain & Cryptocurrency (NEC)
72.73B +8.63%
Industrials
Transaction & Payment Services
58.27B -27.03%
Industrials
Transaction & Payment Services
37.19B -28.10%
Technology
Phones & Smart Phones
4,119B +11.32%
Technology
Application Software
64.9B +3.78%
Technology
Integrated Hardware & Software
38.68M -27.97%
Technology
E-commerce & Auction Services
210B +51.49%
Technology
Other Electronic Equipment & Parts
29.71B +18.02%
Technology
Other Semiconductors
8.33B +28.64%
Technology
Electronic Component
39.58B +32.80%
Consumer Cyclical
Other Broadcasting
188B -5.43%
Technology
Other IT Services & Consulting
12.01B -12.71%
Technology
Electronic Component
914M -16.32%
Technology
Application Software
50.86B +39.38%
Technology
Other Household Electronics
166B +27.63%
Technology
E-commerce & Auction Services
354B +86.72%
Technology
Other Semiconductors
187B +13.79%
Technology
Other Software
13.58B -7.52%
Technology
Other Software
19.59B +103.74%
Real Estate
Other Specialized REITs
72.81B -21.35%
Technology
Cloud Computing Services
70.39B +86.62%
Technology
Other Software
67.58B +66.40%
Technology
Search Engines
43.2B +49.05%
Technology
Mobile Application Software
13.6B -26.56%
Technology
Other Semiconductors
402M -35.68%
Technology
Integrated Circuits
10.31B -21.83%
Technology
Other Semiconductors
5.3B -21.95%
Technology
Other IT Services & Consulting
1.57B +11.44%
Technology
Other Electronic Equipment & Parts
31.62B +4.07%
Technology
Other Software
45.8B +34.66%
Technology
Other Semiconductors
198B +106.53%
Technology
Other Integrated Telecommunications Services
8.47B +55.56%
Technology
Enterprise Software
22.34M -57.09%
Technology
Other Software
1.76B +13.50%
Technology
Other Software
228M -21.88%
- - 585 -

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Heatmap

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