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
1,24800Cr +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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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Opening up to the virtual world