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
| Industrials | Transaction & Payment Services | 42.43B | +9.48% | ||
| Technology | Other Phones & Handheld Devices | 945B | +80.15% | ||
| Technology | Application Software | 51.07B | -18.24% | ||
| Technology | Other Software | 3,139B | -12.58% | ||
| Technology | Other Semiconductor Equipment & Testing | 565B | +35.01% | ||
| Technology | Integrated Circuits | 1,675B | +30.97% | ||
| Technology | Phones & Smart Phones | 3,967B | -0.60% | ||
| Technology | Other Semiconductors | 4,900B | +8.14% | ||
| Technology | Search Engines | 4,121B | +9.16% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,695B | +8.55% | ||
| Technology | Application Software | 98.81B | -30.16% | ||
| Technology | Social Media & Networking | 1,748B | +4.31% | ||
| Technology | Other Semiconductors | 454B | +29.99% | ||
| Technology | Mobile Application Software | 10.18B | -25.28% | ||
| Consumer Cyclical | Games, Toys & Children Vehicles | 62.2B | -18.69% | ||
| Technology | E-commerce & Auction Services | 171B | -18.53% | ||
| Technology | Other Electronic Equipment & Parts | 31.41B | +18.32% | ||
| Technology | Application Software | 16.63B | -19.79% | ||
| Technology | Other Internet Services | 410B | +3.79% | ||
| - | - | 74.29B | - | ||
| Technology | Electronic Component | 52.97B | +41.71% | ||
| Technology | Other Internet Services | 588B | -14.77% | ||
| Technology | Other Internet Services | 10.48B | +2.28% | ||
| Technology | Other Semiconductors | 7.59B | -3.09% | ||
| Technology | Other Software | 11.02B | -8.08% | ||
| Technology | Other Household Electronics | 127B | -15.63% | ||
| Industrials | Transaction & Payment Services | 45.71B | -12.97% | ||
| Technology | Other Software | 11.31B | -41.32% | ||
| Technology | Other Software | 55.94B | -28.41% | ||
| Consumer Cyclical | Other Broadcasting | 188B | -6.57% | ||
| Technology | Other IT Services & Consulting | 3.73B | +141.26% | ||
| Technology | Other Electronic Equipment & Parts | 30.16B | -6.35% | ||
| Technology | Other Software | 39.26B | -17.18% | ||
| Technology | Search Engines | 42.92B | -3.47% | ||
| Technology | Other Software | 42.76B | -25.53% | ||
| Technology | Application Software | 51.01B | -0.24% | ||
| Technology | E-commerce & Auction Services | 316B | -3.80% | ||
| Real Estate | Other Specialized REITs | 107B | +42.09% | ||
| Technology | Electronic Component | 1.64B | +88.43% | ||
| Technology | Other IT Services & Consulting | 14.12B | +9.90% | ||
| Technology | Blockchain & Cryptocurrency (NEC) | 54.49B | -8.76% | ||
| Technology | Integrated Circuits | 8.87B | -6.97% | ||
| Technology | Other Semiconductors | 145B | -20.37% | ||
| Technology | Other Semiconductors | 344B | +85.64% | ||
| Technology | Cloud Computing Services | 70.74B | +1.95% | ||
| Technology | Other Semiconductors | 327M | -11.11% | ||
| Technology | Other Integrated Telecommunications Services | 8.78B | +10.30% | ||
| Technology | Other Semiconductors | 8.32B | +30.09% | ||
| Technology | Enterprise Software | 12.86M | -34.11% | ||
| Technology | Integrated Hardware & Software | 58.75M | +5.65% | ||
| Technology | Other Software | 1.76B | -.--% | ||
| Technology | Other Software | 213M | -5.15% | ||
| - | - | 585 | - | ||
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- Opening up to the virtual world
















