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
| 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 | - | ||
News of the components
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- Opening up to the virtual world
















