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

Real Estate
Other Specialized REITs
72.11B -22.11%
Technology
Integrated Circuits
10.23B -22.41%
Technology
Electronic Component
926M -15.42%
Consumer Cyclical
Games, Toys & Children Vehicles
86.22B +23.06%
Technology
Other Electronic Equipment & Parts
31.38B +3.08%
Technology
Other Semiconductors
401M -36.15%
Technology
Electronic Component
39.65B +29.20%
- - 85.82B -
Technology
Other Semiconductors
194B +18.61%
Technology
Other Semiconductors
1,251B +40.00%
Technology
Other Semiconductor Equipment & Testing
427B +39.38%
Technology
Other Electronic Equipment & Parts
28.67B +9.77%
Technology
Other Software
12.86B -12.40%
Technology
Other Phones & Handheld Devices
481B +103.01%
Technology
Other Internet Services
700B +44.48%
Technology
Other Software
3,557B +13.54%
Consumer Cyclical
Other Broadcasting
194B -2.26%
Technology
E-commerce & Auction Services
355B +87.31%
Technology
Application Software
50.76B +39.10%
Technology
Other Household Electronics
160B +21.70%
Technology
Phones & Smart Phones
4,119B +11.32%
Technology
Search Engines
3,868B +69.15%
Technology
Other Semiconductors
4,466B +36.85%
Technology
Social Media & Networking
1,639B +11.04%
Technology
Other Semiconductors
5.29B -22.20%
Industrials
Transaction & Payment Services
57.22B -28.34%
Technology
Other Software
20.96B +117.98%
Technology
Other Semiconductors
195B +103.39%
Technology
Cloud Computing Services
74.77B +98.24%
Technology
Other Semiconductors
360B +83.31%
Technology
Other Integrated Telecommunications Services
8.91B +63.65%
Technology
Other Software
66.23B +63.08%
Technology
E-commerce & Auction Services
219B +58.39%
Technology
Search Engines
43.34B +49.53%
Technology
Other Internet Services
10.48B +39.92%
Technology
Other Software
45.46B +33.65%
Technology
Other Semiconductors
8.3B +28.19%
Technology
Other Software
73.54B +17.08%
Technology
Other IT Services & Consulting
1.57B +11.65%
Technology
Blockchain & Cryptocurrency (NEC)
74.18B +10.79%
Consumer Cyclical
Internet & Mail Order Department Stores
2,478B +5.65%
Technology
Other Internet Services
424B +4.01%
Technology
Application Software
63.5B +1.53%
Technology
Other Software
1.76B +13.50%
Technology
Application Software
20.98B -4.47%
Technology
Other IT Services & Consulting
12.44B -9.62%
Technology
Other Software
233M -20.27%
Technology
Application Software
144B -22.84%
Technology
Integrated Hardware & Software
40.49M -24.70%
Industrials
Transaction & Payment Services
38.52B -25.53%
Technology
Mobile Application Software
13.62B -26.46%
Technology
Enterprise Software
23.82M -54.25%
- - 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