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
| 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 | - | ||
News of the components
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Calendar of the components
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Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
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