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 | 1,24800Cr | +146.87% | ||
| Technology | Mobile Application Software | 770.58Cr | -42.38% | ||
| Technology | Search Engines | 4,46000Cr | +17.26% | ||
| Technology | Other Semiconductors | 4,77000Cr | +5.59% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,64600Cr | +6.57% | ||
| Technology | Other Internet Services | 32TCr | -18.75% | ||
| Technology | Application Software | 4.48TCr | -28.25% | ||
| Technology | Electronic Component | 10TCr | +178.10% | ||
| Technology | Phones & Smart Phones | 4,56300Cr | +14.27% | ||
| Technology | Social Media & Networking | 1,56300Cr | -6.74% | ||
| Technology | Application Software | 8.81TCr | -36.70% | ||
| Technology | Other Semiconductors | 1,96900Cr | +57.42% | ||
| Technology | Other Software | 2,88800Cr | -19.60% | ||
| Technology | Other Semiconductors | 84TCr | +140.99% | ||
| Technology | Other Semiconductor Equipment & Testing | 66TCr | +65.92% | ||
| - | - | 8.38TCr | - | ||
| Technology | Other Electronic Equipment & Parts | 3.94TCr | +49.16% | ||
| Technology | Application Software | 1.44TCr | -28.22% | ||
| Technology | Other Software | 1.29TCr | -32.85% | ||
| Technology | Other Internet Services | 53TCr | -20.43% | ||
| Technology | Other Household Electronics | 13TCr | -13.82% | ||
| Industrials | Transaction & Payment Services | 4.03TCr | -21.81% | ||
| Technology | Other Internet Services | 748.06Cr | -28.43% | ||
| Technology | Other Software | 1.02TCr | -15.00% | ||
| Technology | Other Software | 6.38TCr | -18.30% | ||
| Industrials | Transaction & Payment Services | 4.66TCr | +19.16% | ||
| Technology | E-commerce & Auction Services | 16TCr | -24.28% | ||
| Technology | Other Semiconductors | 19TCr | +6.97% | ||
| Real Estate | Other Specialized REITs | 10TCr | +33.51% | ||
| Technology | Other Software | 4.06TCr | -30.01% | ||
| Technology | E-commerce & Auction Services | 22TCr | -33.05% | ||
| Technology | Search Engines | 3.81TCr | -14.21% | ||
| Consumer Cyclical | Other Broadcasting | 17TCr | -14.32% | ||
| Technology | Other Electronic Equipment & Parts | 2.29TCr | -25.88% | ||
| Technology | Electronic Component | 222.16Cr | +161.19% | ||
| Technology | Application Software | 5.15TCr | +0.54% | ||
| Technology | Other Semiconductors | 751Cr | +0.73% | ||
| Consumer Cyclical | Games, Toys & Children Vehicles | 5.09TCr | -33.13% | ||
| Technology | Other IT Services & Consulting | 290.93Cr | +82.61% | ||
| Technology | Integrated Circuits | 898.83Cr | -5.76% | ||
| Technology | Cloud Computing Services | 9.5TCr | +36.36% | ||
| Technology | Other IT Services & Consulting | 1.66TCr | +31.08% | ||
| Technology | Other Software | 4.79TCr | +0.69% | ||
| Technology | Blockchain & Cryptocurrency (NEC) | 4.31TCr | -27.70% | ||
| Technology | Other Integrated Telecommunications Services | 663.52Cr | -17.12% | ||
| Technology | Other Semiconductors | 773.59Cr | +12.20% | ||
| Technology | Other Semiconductors | 55TCr | +199.16% | ||
| Technology | Other Semiconductors | 32Cr | -10.32% | ||
| Technology | Other Software | 22Cr | -4.41% | ||
| Technology | Other Software | 176.26Cr | -.--% | ||
| Technology | Integrated Hardware & Software | 4.53Cr | -14.77% | ||
| Technology | Enterprise Software | 1.67Cr | -16.84% | ||
| - | - | 585 | - | ||
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