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
49TCr +103.76%
Technology
Other Internet Services
1.08TCr +40.09%
Consumer Cyclical
Internet & Mail Order Department Stores
2,42600Cr +3.89%
Technology
Other Semiconductors
1,24200Cr +37.67%
Technology
Search Engines
3,79000Cr +67.50%
Technology
Application Software
2.08TCr -5.82%
Consumer Cyclical
Games, Toys & Children Vehicles
9.2TCr +22.79%
- - 8.83TCr -
Technology
Other Semiconductor Equipment & Testing
43TCr +40.40%
Technology
Other Internet Services
70TCr +43.29%
Technology
Other Software
3,64900Cr +16.73%
Technology
Other Semiconductors
4,50900Cr +37.74%
Technology
Other Semiconductors
36TCr +83.48%
Technology
Application Software
14TCr -22.57%
Technology
Other Internet Services
44TCr +8.50%
Technology
Social Media & Networking
1,68100Cr +12.20%
Technology
Other Software
7.59TCr +21.26%
Technology
Blockchain & Cryptocurrency (NEC)
7.39TCr +11.70%
Industrials
Transaction & Payment Services
5.72TCr -28.79%
Industrials
Transaction & Payment Services
3.71TCr -27.56%
Technology
Phones & Smart Phones
4,10600Cr +10.69%
Technology
Application Software
6.38TCr +1.75%
Technology
Integrated Hardware & Software
3.79Cr -28.30%
Technology
E-commerce & Auction Services
21TCr +50.37%
Technology
Other Electronic Equipment & Parts
2.98TCr +15.15%
Technology
Other Semiconductors
827.62Cr +27.41%
Technology
Electronic Component
3.97TCr +33.50%
Consumer Cyclical
Other Broadcasting
19TCr -3.89%
Technology
Other IT Services & Consulting
1.23TCr -10.44%
Technology
Electronic Component
93Cr -15.42%
Technology
Application Software
5.08TCr +39.32%
Technology
Other Household Electronics
16TCr +25.02%
Technology
E-commerce & Auction Services
35TCr +83.94%
Technology
Other Semiconductors
19TCr +14.57%
Technology
Other Software
1.32TCr -11.61%
Technology
Other Software
2.1TCr +120.16%
Real Estate
Other Specialized REITs
7.27TCr -21.45%
Technology
Cloud Computing Services
7.21TCr +94.03%
Technology
Other Software
6.85TCr +71.10%
Technology
Mobile Application Software
1.38TCr -26.46%
Technology
Other Semiconductors
41Cr -36.15%
Technology
Search Engines
4.47TCr +47.01%
Technology
Integrated Circuits
1.03TCr -22.71%
Technology
Other Semiconductors
530.31Cr -22.85%
Technology
Other IT Services & Consulting
166.13Cr +15.25%
Technology
Other Electronic Equipment & Parts
3.14TCr +3.12%
Technology
Other Semiconductors
19TCr +102.00%
Technology
Other Software
4.57TCr +35.12%
Technology
Other Integrated Telecommunications Services
858.46Cr +60.08%
Technology
Enterprise Software
2.21Cr -55.06%
Technology
Other Software
176.26Cr +13.50%
Technology
Other Software
24Cr -20.16%
- - 585 -

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Calendar of the components

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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