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 Phones & Handheld Devices | 479B | +104.70% | ||
| Technology | Other Internet Services | 10.31B | +35.62% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,462B | +3.18% | ||
| Technology | Other Semiconductors | 1,222B | +37.67% | ||
| Technology | Search Engines | 3,777B | +63.63% | ||
| Technology | Application Software | 21.26B | -4.27% | ||
| Consumer Cyclical | Games, Toys & Children Vehicles | 85.49B | +26.62% | ||
| - | - | 85.33B | - | ||
| Technology | Other Semiconductor Equipment & Testing | 428B | +36.33% | ||
| Technology | Other Internet Services | 698B | +47.72% | ||
| Technology | Other Software | 3,593B | +13.55% | ||
| Technology | Other Semiconductors | 4,396B | +31.81% | ||
| Technology | Other Semiconductors | 360B | +76.70% | ||
| Technology | Application Software | 147B | -19.67% | ||
| Technology | Other Internet Services | 430B | +7.02% | ||
| Technology | Social Media & Networking | 1,645B | +10.40% | ||
| Technology | Other Software | 74.95B | +17.63% | ||
| Technology | Blockchain & Cryptocurrency (NEC) | 72.54B | +8.05% | ||
| Industrials | Transaction & Payment Services | 57.72B | -27.69% | ||
| Industrials | Transaction & Payment Services | 38.71B | -24.37% | ||
| Technology | Phones & Smart Phones | 4,108B | +11.33% | ||
| Technology | Application Software | 63.67B | +0.72% | ||
| Technology | Integrated Hardware & Software | 40.53M | -27.92% | ||
| Technology | E-commerce & Auction Services | 214B | +53.26% | ||
| Technology | Other Electronic Equipment & Parts | 27.81B | +12.88% | ||
| Technology | Electronic Component | 38.77B | +32.84% | ||
| Technology | Other Semiconductors | 8.28B | +26.80% | ||
| Consumer Cyclical | Other Broadcasting | 199B | +0.45% | ||
| Technology | Other Household Electronics | 158B | +24.10% | ||
| Technology | Other IT Services & Consulting | 12.29B | -9.74% | ||
| Technology | Electronic Component | 939M | -14.43% | ||
| Technology | Application Software | 50.79B | +39.21% | ||
| Technology | E-commerce & Auction Services | 351B | +83.12% | ||
| Technology | Other Semiconductors | 193B | +17.24% | ||
| Technology | Other Software | 12.92B | -11.87% | ||
| Technology | Other Software | 21.07B | +108.74% | ||
| Technology | Mobile Application Software | 13.14B | -30.45% | ||
| Real Estate | Other Specialized REITs | 74.05B | -21.13% | ||
| Technology | Cloud Computing Services | 72.84B | +89.95% | ||
| Technology | Other Software | 66.22B | +56.88% | ||
| Technology | Other Semiconductors | 188B | +91.77% | ||
| Technology | Other Semiconductors | 398M | -37.32% | ||
| Technology | Search Engines | 44.11B | +49.29% | ||
| Technology | Integrated Circuits | 10.15B | -24.08% | ||
| Technology | Other Semiconductors | 5.18B | -21.34% | ||
| Technology | Other IT Services & Consulting | 1.56B | +8.53% | ||
| Technology | Other Electronic Equipment & Parts | 31.36B | +2.75% | ||
| Technology | Other Software | 44.79B | +31.63% | ||
| Technology | Other Integrated Telecommunications Services | 8.86B | +62.05% | ||
| Technology | Enterprise Software | 22.76M | -57.29% | ||
| Technology | Other Software | 1.76B | +13.50% | ||
| Technology | Other Software | 235M | -20.62% | ||
| - | - | 585 | - | ||
News of the components
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Heatmap
Calendar of the components
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