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
| 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 | - | ||
News of the components
| ░░░░ | ░ ░░░░░░ ░░░░░░░░░░░ ░░░░░░░░ ░░ ░░░░ ░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░░░ ░░░░░ ░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░ ░░ ░░░░░░░ ░░░░░░░ ░░░░░░ ░░░ ░░░ ░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░ ░░░░ ░░░░ ░░ ░░░░ ░░░ ░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░░░░░ ░░░ ░░░░░░░ ░░░░░░░ ░░░ ░░░ ░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░ ░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░ ░░ ░░░ ░░░ ░░░░░░░░ ░░░░ ░░ ░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░ ░░░░░░░░ ░░ ░░░ ░ ░░░░░░░ ░░░░░ ░░ ░░░░ ░░░░░░ ░░░░ ░░ ░░ ░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░ ░░░░░░░░░ ░░ ░░░░ ░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░ ░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░░░░░░░ ░░░░░░ ░░░░░░ ░░ ░░░ ░░░░░░ ░░ ░░░░░░░ ░░░░░ ░░ ░░░░ ░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░ ░░░░░░ ░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░ ░░ ░░ ░░░░░ ░░ ░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░░░░░ ░░░░░░░░ ░░░░ ░░ ░░░░ ░░░░░ ░░ ░░░░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░ ░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░ ░░░ ░░░ ░░░░ ░░ ░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░ ░░ ░░░░░░░░ ░░░░ ░░ ░░░░░░░░░ ░░░░░░░░ ░░ ░░░ ░░ ░░ ░░░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░ ░░░░░░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░ ░░ ░░░ ░░░░░░ ░░░ ░░ ░░░░░░░░░ ░░ ░░░░░░░ ░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░ ░░░░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░░ ░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░ ░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░ ░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░ ░░░░ ░░░░░░░░░░ ░░░░░░░░░░░ ░░░░ ░░░░░░ ░░ ░░░ ░░░ ░░░░░░ ░░░░░░░░░░ ░░░ ░░░░░░░░░░ ░░░░ ░░░░░░░░░░ | ░░ |
Heatmap
Calendar of the components
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░░░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ |
Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- Opening up to the virtual world
















