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
623B +15.93%
Technology
Other Internet Services
12.07B +29.24%
Consumer Cyclical
Internet & Mail Order Department Stores
2,645B +6.78%
Technology
Application Software
20.4B -1.60%
Technology
Search Engines
3,968B +6.03%
Technology
Application Software
58.4B -6.12%
Consumer Cyclical
Games, Toys & Children Vehicles
74.87B -5.66%
- - 88.11B -
Technology
Other Semiconductors
1,377B +9.03%
Technology
Other Semiconductor Equipment & Testing
487B +17.91%
Technology
Other Software
3,562B -1.33%
Technology
Other Semiconductors
4,492B -0.84%
Technology
Other Semiconductors
331B -3.02%
Technology
Other Internet Services
706B +5.34%
Technology
Application Software
140B -6.38%
Technology
Other Internet Services
409B -4.64%
Technology
Social Media & Networking
1,646B -2.75%
Technology
Blockchain & Cryptocurrency (NEC)
64.93B +7.45%
Technology
E-commerce & Auction Services
214B +4.32%
Technology
Other Electronic Equipment & Parts
25.71B -2.35%
Industrials
Transaction & Payment Services
53.95B -1.87%
Industrials
Transaction & Payment Services
41.91B +7.94%
Technology
Mobile Application Software
14.12B +1.49%
Technology
Phones & Smart Phones
3,812B -4.27%
Technology
Other Software
79.05B +3.15%
Technology
Electronic Component
36.78B +1.73%
Technology
Other Household Electronics
146B -3.90%
Technology
Electronic Component
864M +1.12%
Technology
Application Software
50.9B -0.04%
Technology
Other Semiconductors
7.56B -4.79%
Technology
Cloud Computing Services
64.02B -5.46%
Consumer Cyclical
Other Broadcasting
207B -0.84%
Technology
Other IT Services & Consulting
12.68B +4.61%
Technology
E-commerce & Auction Services
337B +13.46%
Technology
Other Semiconductors
189B -1.04%
Technology
Other Software
12.62B +5.17%
Technology
Other Software
19.11B +7.06%
Real Estate
Other Specialized REITs
78.58B +2.31%
Technology
Other Software
51.43B -5.32%
Technology
Other Semiconductors
227B +19.40%
Technology
Other Semiconductors
360M +1.19%
Technology
Integrated Circuits
8.95B -7.19%
Technology
Search Engines
49.34B +16.53%
Technology
Other IT Services & Consulting
1.39B -8.25%
Technology
Other Electronic Equipment & Parts
32.48B +0.46%
Technology
Other Semiconductors
6.36B +1.85%
Technology
Other Software
46.33B -2.78%
Technology
Other Integrated Telecommunications Services
8.11B +2.32%
Technology
Enterprise Software
23.18M +16.63%
Technology
Other Software
1.76B -.--%
Technology
Other Software
215M -4.26%
Technology
Integrated Hardware & Software
50.57M -11.02%
- - 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