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 Electronic Equipment & Parts
29.36B +1.85%
Consumer Cyclical
Internet & Mail Order Department Stores
2,877B +12.73%
Technology
Electronic Component
68.9B +55.02%
Technology
Other Phones & Handheld Devices
1,038B +68.06%
Technology
Other Semiconductors
1,782B +44.52%
Technology
Other Semiconductors
4,833B -2.63%
Technology
Search Engines
3,543B -9.72%
Technology
Other Software
18.69B +10.48%
Technology
E-commerce & Auction Services
197B -10.70%
Technology
Application Software
96.71B -29.59%
Technology
Other Semiconductor Equipment & Testing
574B +35.66%
Technology
Other Internet Services
273B -30.08%
Technology
Other Software
4,127B +10.82%
Technology
Other Semiconductors
802B +88.83%
Technology
Application Software
56.45B -9.07%
Technology
Social Media & Networking
1,610B -8.33%
Technology
Mobile Application Software
10.01B -36.93%
Technology
Integrated Circuits
12.48B +28.07%
Technology
Electronic Component
1.49B +64.18%
- - 74.67B -
Technology
Application Software
21.18B +11.70%
Technology
Other Software
49.12B -40.71%
Technology
Phones & Smart Phones
5,079B +26.60%
Technology
Other Internet Services
5.69B -42.05%
Technology
Cloud Computing Services
94.92B +24.02%
Technology
Other Household Electronics
146B +4.65%
Industrials
Transaction & Payment Services
50.01B +0.99%
Technology
Other Semiconductors
185B -8.36%
Technology
Other Internet Services
460B -28.15%
Technology
Other Software
13.54B +17.75%
Technology
E-commerce & Auction Services
262B -26.27%
Industrials
Transaction & Payment Services
52.97B +29.11%
Technology
Other Software
35.29B -41.19%
Technology
Other IT Services & Consulting
3.35B +51.08%
Technology
Other Electronic Equipment & Parts
30.12B -0.50%
Real Estate
Other Specialized REITs
104B +30.18%
Consumer Cyclical
Games, Toys & Children Vehicles
60.77B -16.19%
Consumer Cyclical
Other Broadcasting
205B +3.03%
Technology
Other Semiconductors
231M -38.10%
Technology
Other IT Services & Consulting
12.35B -10.79%
Technology
Other Software
39.06B -16.67%
Technology
Search Engines
26.56B -39.17%
Technology
Other Semiconductors
310B +41.60%
Technology
Other Semiconductors
4.57B -33.14%
Technology
Blockchain & Cryptocurrency (NEC)
40.11B -39.50%
Technology
Other Integrated Telecommunications Services
4.61B -48.78%
Technology
Other Software
238M -1.91%
Technology
Enterprise Software
9.32M -55.72%
Technology
Integrated Hardware & Software
15.51M -69.14%
- - 585 -

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  2. Investment Themes
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