Investment Themes

Opening up to the virtual world

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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

- - 83.05B -
Technology
Search Engines
2,149B -7.37%
Technology
Other Internet Services
8.91B +19.08%
Technology
Other Software
90.43B +37.81%
Technology
Other Software
3,742B +18.45%
Technology
Other Internet Services
548B +40.38%
Technology
E-commerce & Auction Services
236B +23.68%
Technology
Social Media & Networking
1,842B +23.48%
Consumer Cyclical
Internet & Mail Order Department Stores
2,363B +0.55%
Technology
Application Software
158B -16.51%
Technology
Other Internet Services
575B +19.09%
Technology
Other Semiconductors
967B +2.33%
Technology
Other Semiconductors
3,974B +21.07%
Consumer Cyclical
Games, Toys & Children Vehicles
103B +36.87%
Technology
Blockchain & Cryptocurrency (NEC)
95.22B +50.58%
Industrials
Transaction & Payment Services
72.77B -11.58%
Technology
Other Software
17.67B +19.61%
Technology
Application Software
25.25B +6.05%
Technology
Search Engines
30.48B +4.20%
Technology
Other Semiconductors
175B +4.21%
Technology
Phones & Smart Phones
3,154B -14.91%
Technology
Other Semiconductor Equipment & Testing
310B +1.43%
Technology
Application Software
65.74B -3.40%
Technology
Electronic Component
991M -16.22%
Technology
Other Phones & Handheld Devices
288B +13.53%
Technology
Integrated Hardware & Software
142M +163.10%
Technology
Other Software
72.36B +79.81%
Technology
Other Semiconductors
224B +20.34%
Technology
E-commerce & Auction Services
148B +6.95%
Consumer Cyclical
Other Broadcasting
217B +9.13%
Technology
Other Electronic Equipment & Parts
21.27B -22.03%
Technology
Other Household Electronics
150B +7.06%
Industrials
Transaction & Payment Services
42.13B -19.70%
Technology
Cloud Computing Services
67.07B +70.46%
Real Estate
Other Specialized REITs
74.8B -19.68%
Technology
Other Software
12.2B +30.53%
Technology
Other IT Services & Consulting
11.79B -16.11%
Technology
Electronic Component
27.11B -16.74%
Technology
Application Software
38.36B +3.61%
Technology
Other IT Services & Consulting
1.03B -26.17%
Technology
Other Electronic Equipment & Parts
27.49B -5.61%
Technology
Other Semiconductors
5.28B -21.01%
Technology
Other Semiconductors
371M -45.07%
Technology
Mobile Application Software
15.24B -15.37%
Technology
Enterprise Software
30.95M -40.67%
Technology
Other Semiconductors
8.35B +30.02%
Technology
Integrated Circuits
11.65B -11.95%
Technology
Other Software
44.3B +28.03%
Technology
Other Semiconductors
102B +19.05%
Technology
Other Integrated Telecommunications Services
4.65B -14.78%
Technology
Other Software
1.76B +13.50%
Technology
Other Software
256M -9.97%
- - 585 -

News of the components

░░░░░░░ ░░░░ ░░░░░░░░ ░░░░ ░░░░ ░░░░░░░░ ░░░ ░░░░░░░ ░░░░ ░░░░░ ░░ ░░░░░░░ ░░░░░░░░░ ░░░░ ░░
░░░░░░░ ░░░░ ░░░░░░░░ ░░░░ ░░░░ ░░░░░░░░ ░░░ ░░░░░░░ ░░░░ ░░░░░ ░░ ░░░░░░░ ░░░░░░░░░ ░░░░ ░░
░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░░ ░░
░░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░░░░░░░ ░░░░░░░░░░ ░░ ░░░░░░░░░░ ░░ ░░░░░░░░░ ░░░░ ░░
░░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░░░░░░░ ░░░░░░░░░░ ░░ ░░░░░░░░░░ ░░ ░░░░░░░░░ ░░░░ ░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░ ░░ ░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░░ ░░░░ ░░
░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░ ░░ ░░░░░ ░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░ ░░
░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░ ░░ ░░░░░ ░░ ░░░░░░░ ░░░ ░░░ ░░░░░ ░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░░ ░░░░ ░░░░░░ ░░░ ░░░░░░░░░░░░ ░░░░░░░░░░░░░ ░░░░ ░░
░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░░ ░░
░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░ ░░░░ ░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░ ░░
░░░░░ ░░░ ░ ░░░ ░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░ ░░░░░░░░░░░░░░ ░░░░ ░░
░░░░░░░░ ░░ ░░░░░░░ ░░░ ░░░░░░░ ░░░░ ░░ ░░░░░░░ ░░░ ░░░░░░░ ░░░░░░░░ ░░░░ ░░
░░░░░░ ░░░░░░░░░ ░░░░░░ ░░ ░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░ ░░░░░ ░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░░░░░ ░░░░ ░░
░░░░░░░░░░░ ░░░░░░ ░░░░░ ░░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░░░ ░░░░ ░░
░░░░░ ░░░░░░░░░░░░░░ ░░░░░ ░░░░ ░░░░░ ░░░░ ░░░░ ░░░░░░░░░░░ ░░░░ ░░
░░░░░░ ░░░░░░░░ ░░░ ░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░ ░░░░ ░░
░░░░░░░░░░ ░░░░░░ ░░░░░░ ░░░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░ ░░░░ ░░
░░░░░░░░░ ░░░ ░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░░ ░░ ░ ░ ░░░░░░ ░░░░ ░░
░░░░░░ ░░░░░ ░░ ░░░ ░░░░ ░░ ░░░ ░░░░ ░░░░ ░░░░░░░░░░░░░ ░░░░ ░░
░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░ ░░░░ ░░

Heatmap

Calendar of the components

░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Opening up to the virtual world