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
679B +26.86%
Technology
Other Internet Services
13.85B +35.83%
Consumer Cyclical
Internet & Mail Order Department Stores
2,557B +3.61%
Technology
Application Software
19.28B -6.93%
- - 84.09B -
Technology
Other Semiconductors
1,453B +14.19%
Technology
Search Engines
3,960B +4.77%
Industrials
Transaction & Payment Services
40.27B +2.67%
Consumer Cyclical
Games, Toys & Children Vehicles
76.73B -1.84%
Technology
Phones & Smart Phones
3,646B -8.76%
Technology
Application Software
57.13B -8.79%
Technology
Other Semiconductor Equipment & Testing
535B +27.87%
Technology
Other Software
3,463B -3.65%
Technology
Other Semiconductors
4,560B +0.63%
Technology
Other Internet Services
687B -0.67%
Technology
Other Semiconductors
423B +21.26%
Technology
Other Internet Services
394B -8.15%
Technology
Application Software
124B -13.98%
Technology
Blockchain & Cryptocurrency (NEC)
58.5B -4.06%
Technology
E-commerce & Auction Services
180B -14.34%
Technology
Electronic Component
38.44B +2.65%
Technology
Other Electronic Equipment & Parts
24.06B -9.54%
Industrials
Transaction & Payment Services
52.98B -3.01%
Technology
Mobile Application Software
13.1B -5.58%
Technology
Social Media & Networking
1,660B -0.20%
Technology
Other Software
73.87B -2.19%
Technology
Other Household Electronics
137B -10.19%
Technology
Other IT Services & Consulting
13.68B +8.97%
Technology
Application Software
50.88B -0.16%
Technology
Other Semiconductors
7.48B -4.26%
Technology
Cloud Computing Services
60.75B -12.03%
Consumer Cyclical
Other Broadcasting
198B -2.45%
Technology
Electronic Component
961M +11.07%
Technology
Other Semiconductors
166B -8.90%
Technology
Other Software
12.21B +1.77%
Technology
Other Semiconductors
225B +22.14%
Real Estate
Other Specialized REITs
77.69B +3.28%
Technology
E-commerce & Auction Services
387B +18.18%
Technology
Other Software
18.12B -4.14%
Technology
Other Software
52.03B -8.53%
Technology
Other Semiconductors
361M -1.59%
Technology
Integrated Circuits
8.77B -7.02%
Technology
Other IT Services & Consulting
1.39B -8.74%
Technology
Search Engines
55.5B +23.56%
Technology
Other Electronic Equipment & Parts
30.6B -6.21%
Technology
Other Software
45.41B -4.02%
Technology
Other Semiconductors
6.28B +0.27%
Technology
Other Integrated Telecommunications Services
8.79B +10.30%
Technology
Enterprise Software
24.66M +26.35%
Technology
Other Software
1.76B -.--%
Technology
Other Software
221M -1.32%
Technology
Integrated Hardware & Software
52.24M -6.94%
- - 585 -

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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