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 Software | 3,013B | -16.37% | ||
| Technology | Other Phones & Handheld Devices | 818B | +58.47% | ||
| Technology | Application Software | 53.56B | -14.92% | ||
| Technology | Other Semiconductor Equipment & Testing | 538B | +30.11% | ||
| Technology | Integrated Circuits | 1,511B | +25.16% | ||
| Technology | Phones & Smart Phones | 3,829B | -4.27% | ||
| Technology | Other Semiconductors | 4,489B | -0.52% | ||
| Technology | Search Engines | 3,714B | -1.53% | ||
| - | - | 76.12B | - | ||
| Technology | Social Media & Networking | 1,655B | -0.99% | ||
| Technology | Other Semiconductors | 331B | -4.33% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,301B | -7.71% | ||
| Technology | Application Software | 18.98B | -8.49% | ||
| Technology | Other Internet Services | 644B | -7.85% | ||
| Technology | Other Internet Services | 11.02B | +3.64% | ||
| Technology | Application Software | 112B | -21.95% | ||
| Technology | Mobile Application Software | 8.29B | -39.47% | ||
| Consumer Cyclical | Games, Toys & Children Vehicles | 66.69B | -6.26% | ||
| Technology | E-commerce & Auction Services | 169B | -19.65% | ||
| Technology | Other Electronic Equipment & Parts | 26.58B | -2.51% | ||
| Industrials | Transaction & Payment Services | 39.14B | -0.84% | ||
| Technology | Electronic Component | 42.4B | +15.77% | ||
| Technology | Other Internet Services | 409B | +1.27% | ||
| Technology | Other Software | 8.95B | -54.46% | ||
| Technology | Cloud Computing Services | 73.03B | +7.23% | ||
| Technology | Other Semiconductors | 7.25B | -7.01% | ||
| Technology | Other Household Electronics | 128B | -14.36% | ||
| Industrials | Transaction & Payment Services | 41.45B | -21.92% | ||
| Technology | Other Software | 52.79B | -31.51% | ||
| Consumer Cyclical | Other Broadcasting | 179B | -11.19% | ||
| Technology | Electronic Component | 983M | +16.79% | ||
| Technology | Other Software | 12.22B | +1.21% | ||
| Technology | E-commerce & Auction Services | 306B | -7.14% | ||
| Technology | Application Software | 50.07B | -2.09% | ||
| Technology | Other IT Services & Consulting | 3.45B | +134.97% | ||
| Technology | Other Software | 41.69B | -25.84% | ||
| Technology | Other IT Services & Consulting | 15.14B | +21.87% | ||
| Technology | Blockchain & Cryptocurrency (NEC) | 51.9B | -12.55% | ||
| Technology | Other Semiconductors | 144B | -21.46% | ||
| Technology | Other Integrated Telecommunications Services | 6.86B | -15.25% | ||
| Real Estate | Other Specialized REITs | 93.94B | +26.56% | ||
| Technology | Integrated Circuits | 8.26B | -12.73% | ||
| Technology | Other Semiconductors | 301M | -15.08% | ||
| Technology | Search Engines | 43.14B | -4.46% | ||
| Technology | Other Electronic Equipment & Parts | 28.64B | -9.64% | ||
| Technology | Other Software | 38.72B | -17.77% | ||
| Technology | Other Semiconductors | 6.63B | +3.28% | ||
| Technology | Other Semiconductors | 234B | +29.91% | ||
| Technology | Enterprise Software | 13.27M | -32.07% | ||
| Technology | Other Software | 1.76B | -.--% | ||
| Technology | Other Software | 204M | -6.62% | ||
| Technology | Integrated Hardware & Software | 40.84M | -26.71% | ||
| - | - | 585 | - | ||
News of the components
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