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
1,181B +114.35%
Technology
Search Engines
4,238B +10.85%
Consumer Cyclical
Internet & Mail Order Department Stores
2,827B +13.10%
Technology
Mobile Application Software
9.35B -26.64%
Technology
Other Semiconductors
1,934B +54.84%
Technology
Electronic Component
80.86B +119.65%
Technology
Other Semiconductor Equipment & Testing
668B +62.90%
Technology
Other Software
20.31B +1.86%
Technology
Application Software
53.72B -15.13%
Technology
Other Software
3,619B +1.67%
Technology
Other Semiconductors
5,049B +14.24%
Technology
Other Semiconductors
746B +123.75%
Technology
Phones & Smart Phones
4,529B +13.99%
Technology
Other Internet Services
333B -12.30%
Technology
Application Software
110B -21.73%
Technology
Social Media & Networking
1,424B -13.64%
Technology
Other Electronic Equipment & Parts
36.3B +37.90%
- - 79.62B -
Technology
Other Internet Services
6.91B -32.61%
Technology
Application Software
16.74B -13.24%
Technology
E-commerce & Auction Services
193B -4.40%
Technology
Other Semiconductors
169B -6.13%
Technology
Other Software
70.85B -3.44%
Technology
Other Internet Services
504B -26.21%
Technology
Other Household Electronics
142B -4.77%
Industrials
Transaction & Payment Services
52.76B +6.66%
Technology
Electronic Component
1.89B +130.10%
Technology
Other Software
27.69B -51.72%
Technology
Other Software
11.69B -3.31%
Industrials
Transaction & Payment Services
48.89B +27.09%
Technology
Other IT Services & Consulting
3.65B +125.93%
Technology
Other Semiconductors
8.41B +11.63%
Real Estate
Other Specialized REITs
104B +40.11%
Consumer Cyclical
Other Broadcasting
191B -2.21%
Technology
E-commerce & Auction Services
270B -18.52%
Technology
Other Electronic Equipment & Parts
28.49B -7.95%
Consumer Cyclical
Games, Toys & Children Vehicles
63.72B -16.34%
Technology
Other Semiconductors
261M -28.81%
Technology
Search Engines
31.27B -28.49%
Technology
Cloud Computing Services
99.83B +40.80%
Technology
Other IT Services & Consulting
15.19B +21.19%
Technology
Other Semiconductors
459B +137.07%
Technology
Other Software
43.66B -9.02%
Technology
Integrated Circuits
10.06B +3.61%
Technology
Other Semiconductors
6.38B -6.91%
Technology
Other Integrated Telecommunications Services
5.85B -24.20%
Technology
Blockchain & Cryptocurrency (NEC)
47.35B -17.24%
Technology
Other Software
250M +12.65%
Technology
Enterprise Software
20.63M +1.34%
Technology
Other Software
1.76B -.--%
Technology
Integrated Hardware & Software
41.94M -23.38%
- - 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