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
1,175B +138.12%
Industrials
Transaction & Payment Services
44.55B +12.41%
Technology
Other Internet Services
368B -8.86%
Technology
Search Engines
4,836B +24.17%
Technology
Application Software
51.63B -20.25%
Technology
Integrated Circuits
1,895B +44.19%
Technology
Other Semiconductor Equipment & Testing
598B +41.70%
Technology
Other Software
3,084B -14.67%
Technology
Other Semiconductors
5,228B +17.66%
Technology
Social Media & Networking
1,547B -9.28%
Consumer Cyclical
Internet & Mail Order Department Stores
2,933B +16.54%
Technology
Phones & Smart Phones
4,308B +7.66%
Technology
Other Semiconductors
742B +114.23%
Technology
Application Software
102B -29.67%
Consumer Cyclical
Games, Toys & Children Vehicles
55.88B -33.83%
Technology
Application Software
16.94B -16.24%
Technology
Mobile Application Software
10.08B -28.75%
Technology
Other Electronic Equipment & Parts
35.43B +34.49%
- - 74.79B -
Technology
Other Software
12.29B -39.17%
Technology
Electronic Component
67.99B +94.24%
Technology
Other Internet Services
543B -22.47%
Technology
E-commerce & Auction Services
143B -36.30%
Technology
Other Software
10.26B -14.48%
Technology
Other Household Electronics
117B -14.34%
Industrials
Transaction & Payment Services
40.02B -22.80%
Technology
Other Internet Services
9.19B -10.21%
Technology
Other Software
53.12B -33.47%
Consumer Cyclical
Other Broadcasting
188B -7.95%
Technology
Other Semiconductors
7.94B +10.53%
Technology
Other Software
40.82B -13.50%
Real Estate
Other Specialized REITs
106B +41.77%
Technology
Other Electronic Equipment & Parts
27.75B -14.30%
Technology
Other IT Services & Consulting
3.21B +92.34%
Technology
Other Software
30.01B -49.02%
Technology
Application Software
50.16B -2.01%
Technology
Search Engines
47.99B +11.57%
Technology
E-commerce & Auction Services
320B -6.33%
Technology
Other Semiconductors
231B +38.87%
Technology
Electronic Component
1.67B +93.41%
Technology
Other IT Services & Consulting
21.47B +75.37%
Technology
Cloud Computing Services
69.33B -1.84%
Technology
Blockchain & Cryptocurrency (NEC)
53B -4.22%
Technology
Integrated Circuits
10.04B +10.60%
Technology
Other Semiconductors
628B +250.79%
Technology
Other Integrated Telecommunications Services
8.74B +7.34%
Technology
Other Semiconductors
351M -3.97%
Technology
Other Semiconductors
8.78B +31.80%
Technology
Other Software
221M -3.97%
Technology
Enterprise Software
10.67M -45.37%
Technology
Integrated Hardware & Software
65.43M +17.31%
Technology
Other Software
1.76B -.--%
- - 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