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

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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  2. Investment Themes
  3. Opening up to the virtual world