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 Phones & Handheld Devices
1,29200Cr +138.53%
Consumer Cyclical
Internet & Mail Order Department Stores
2,60000Cr +5.66%
Technology
Mobile Application Software
787.15Cr -40.38%
Technology
Search Engines
4,39000Cr +14.47%
Technology
Other Semiconductors
4,78500Cr +3.86%
Technology
Social Media & Networking
1,55600Cr -11.22%
Technology
Other Internet Services
31TCr -16.55%
Technology
Application Software
4.22TCr -29.25%
Technology
Phones & Smart Phones
4,32400Cr +13.05%
Technology
Application Software
8.39TCr -36.82%
Technology
Other Semiconductors
2,03800Cr +59.03%
Technology
Other Software
2,85500Cr -19.23%
Technology
Other Semiconductors
88TCr +140.35%
Technology
Other Semiconductor Equipment & Testing
72TCr +71.24%
Consumer Cyclical
Games, Toys & Children Vehicles
4.95TCr -32.64%
- - 8.27TCr -
Technology
Application Software
1.38TCr -28.27%
Technology
Other Software
1.32TCr -34.13%
Technology
Electronic Component
13TCr +235.03%
Technology
Other Internet Services
726.18Cr -30.83%
Technology
Other Internet Services
49TCr -28.18%
Technology
Other Electronic Equipment & Parts
4.32TCr +65.54%
Technology
Other Household Electronics
12TCr -17.25%
Industrials
Transaction & Payment Services
3.89TCr -22.55%
Technology
Other Software
979.4Cr -15.07%
Technology
Other Software
6.27TCr -18.63%
Industrials
Transaction & Payment Services
4.63TCr +19.96%
Technology
E-commerce & Auction Services
16TCr -25.38%
Technology
Other Semiconductors
19TCr +2.28%
Real Estate
Other Specialized REITs
10TCr +30.21%
Technology
Other Software
4.15TCr -32.81%
Technology
E-commerce & Auction Services
22TCr -34.80%
Technology
Search Engines
4.01TCr -14.57%
Consumer Cyclical
Other Broadcasting
17TCr -13.66%
Technology
Other Electronic Equipment & Parts
2.24TCr -25.24%
Technology
Electronic Component
219.75Cr +181.72%
Technology
Application Software
5.15TCr +0.59%
Technology
Other Semiconductors
799.87Cr +4.02%
Technology
Other IT Services & Consulting
290.46Cr +78.29%
Technology
Integrated Circuits
991.63Cr -0.71%
Technology
Cloud Computing Services
8.71TCr +22.43%
Technology
Other IT Services & Consulting
1.64TCr +26.36%
Technology
Other Software
4.65TCr -0.81%
Technology
Blockchain & Cryptocurrency (NEC)
4.2TCr -27.03%
Technology
Other Integrated Telecommunications Services
736.67Cr -16.80%
Technology
Other Semiconductors
884.36Cr +24.56%
Technology
Other Semiconductors
64TCr +224.99%
Technology
Other Semiconductors
33Cr -7.94%
Technology
Other Software
23Cr +0.51%
Technology
Other Software
176.26Cr -.--%
Technology
Enterprise Software
1.82Cr -11.18%
Technology
Integrated Hardware & Software
4.42Cr -11.06%
- - 585 -

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  3. Opening up to the virtual world