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

Consumer Cyclical
Internet & Mail Order Department Stores
2,83100Cr +12.44%
Technology
Other Phones & Handheld Devices
1,24200Cr +108.92%
Technology
Search Engines
4,28000Cr +12.69%
Technology
Electronic Component
9.16TCr +145.53%
Technology
Other Semiconductors
5,53600Cr +21.35%
Technology
Other Software
2.06TCr +5.68%
Technology
Application Software
9.43TCr -31.96%
Technology
Other Semiconductors
2,06900Cr +63.87%
Technology
Other Semiconductor Equipment & Testing
69TCr +71.02%
Technology
Other Software
3,97300Cr +11.90%
Technology
Other Semiconductors
99TCr +177.47%
Technology
Application Software
4.92TCr -21.10%
Technology
Other Internet Services
29TCr -24.69%
Technology
Phones & Smart Phones
4,91300Cr +25.42%
Technology
Social Media & Networking
1,83100Cr +12.55%
Technology
Other Electronic Equipment & Parts
3.92TCr +47.81%
Technology
Mobile Application Software
1.05TCr -19.08%
Technology
E-commerce & Auction Services
22TCr +11.34%
- - 7.89TCr -
Technology
Application Software
2.11TCr +11.58%
Technology
Other Software
5.83TCr -24.84%
Technology
Cloud Computing Services
13TCr +77.97%
Technology
Other Household Electronics
14TCr -5.22%
Industrials
Transaction & Payment Services
4.75TCr -3.99%
Technology
Integrated Circuits
1.15TCr +17.80%
Technology
Electronic Component
224.43Cr +154.35%
Technology
Other Internet Services
648.27Cr -38.23%
Technology
Other Semiconductors
19TCr +1.98%
Technology
Other Internet Services
49TCr -28.91%
Technology
Other Software
1.08TCr -7.90%
Technology
E-commerce & Auction Services
28TCr -24.42%
Industrials
Transaction & Payment Services
4.67TCr +18.02%
Technology
Other Software
3.44TCr -38.81%
Technology
Other IT Services & Consulting
466.75Cr +159.63%
Consumer Cyclical
Games, Toys & Children Vehicles
5.93TCr -23.11%
Real Estate
Other Specialized REITs
10TCr +34.78%
Technology
Other Electronic Equipment & Parts
2.8TCr -4.34%
Consumer Cyclical
Other Broadcasting
19TCr -4.64%
Technology
Other Semiconductors
28Cr -24.44%
Technology
Other IT Services & Consulting
1.54TCr +16.50%
Technology
Other Software
3.99TCr -18.44%
Technology
Search Engines
2.92TCr -35.48%
Technology
Other Semiconductors
55TCr +174.66%
Technology
Other Semiconductors
535.83Cr -25.77%
Technology
Blockchain & Cryptocurrency (NEC)
4.73TCr -20.23%
Technology
Other Integrated Telecommunications Services
544.6Cr -35.01%
Technology
Other Software
25Cr +8.09%
Technology
Enterprise Software
1.46Cr -31.56%
Technology
Integrated Hardware & Software
2.74Cr -44.63%
- - 585 -

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