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

- - 81.44B -
Technology
Search Engines
2,193B -4.09%
Technology
Other Internet Services
8.78B +23.25%
Technology
Other Software
87.77B +42.43%
Technology
Other Software
3,741B +19.34%
Technology
Other Internet Services
530B +41.58%
Technology
Social Media & Networking
1,804B +23.13%
Consumer Cyclical
Internet & Mail Order Department Stores
2,389B +2.87%
Technology
Application Software
154B -17.47%
Technology
E-commerce & Auction Services
242B +27.63%
Technology
Other Internet Services
573B +20.38%
Technology
Other Semiconductors
976B +1.86%
Technology
Other Semiconductors
4,024B +22.18%
Consumer Cyclical
Games, Toys & Children Vehicles
100B +35.58%
Technology
Blockchain & Cryptocurrency (NEC)
98.59B +58.68%
Industrials
Transaction & Payment Services
69.4B -13.43%
Technology
Other Software
17.78B +22.01%
Technology
Application Software
23.21B +3.92%
Technology
Search Engines
29.88B +1.85%
Technology
Other Semiconductors
173B +0.44%
Technology
Phones & Smart Phones
3,154B -16.69%
Technology
Other Semiconductor Equipment & Testing
311B +1.27%
Technology
Application Software
59.99B -0.35%
Technology
Electronic Component
988M -17.41%
Technology
Other Phones & Handheld Devices
298B +17.48%
Technology
Integrated Hardware & Software
146M +174.32%
Technology
Other Software
71.69B +93.28%
Industrials
Transaction & Payment Services
39.76B -19.19%
Technology
Other Semiconductors
237B +21.07%
Technology
E-commerce & Auction Services
145B +9.79%
Consumer Cyclical
Other Broadcasting
215B +7.74%
Technology
Other Electronic Equipment & Parts
21.44B -20.05%
Technology
Other Household Electronics
147B +5.64%
Technology
Cloud Computing Services
62.87B +69.86%
Real Estate
Other Specialized REITs
74.02B -19.38%
Technology
Other Software
12.03B +30.04%
Technology
Other IT Services & Consulting
11.31B -19.07%
Technology
Electronic Component
27.16B -17.13%
Technology
Application Software
37.36B +1.73%
Technology
Other IT Services & Consulting
972M -27.97%
Technology
Other Electronic Equipment & Parts
27.78B -6.99%
Technology
Other Semiconductors
5.35B -20.38%
Technology
Other Semiconductors
379M -45.07%
Technology
Enterprise Software
33.69M -32.39%
Technology
Other Semiconductors
8.19B +25.10%
Technology
Integrated Circuits
11.32B -16.07%
Technology
Mobile Application Software
15.33B -11.42%
Technology
Other Software
42.78B +29.54%
Technology
Other Semiconductors
102B +16.21%
Technology
Other Integrated Telecommunications Services
4.59B -13.37%
Technology
Other Software
1.76B +13.50%
Technology
Other Software
254M -11.00%
- - 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