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
1,18300Cr +114.35%
Technology
Search Engines
4,22300Cr +9.13%
Consumer Cyclical
Internet & Mail Order Department Stores
2,81600Cr +12.15%
Technology
Mobile Application Software
1TCr -33.33%
Technology
Other Semiconductors
1,95100Cr +54.84%
Technology
Other Software
1.98TCr +0.68%
Technology
Electronic Component
8.15TCr +121.35%
Technology
Other Semiconductor Equipment & Testing
67TCr +62.54%
Technology
Other Software
3,65100Cr +2.22%
Technology
Other Semiconductors
5,16000Cr +12.91%
Technology
Other Semiconductors
78TCr +125.74%
Technology
Application Software
5.3TCr -14.62%
Technology
Other Internet Services
34TCr -12.76%
Technology
Application Software
11TCr -22.29%
Technology
Phones & Smart Phones
4,52300Cr +15.10%
Technology
Social Media & Networking
1,45200Cr -12.40%
Technology
Other Electronic Equipment & Parts
3.63TCr +37.09%
- - 8.13TCr -
Technology
Other Internet Services
693.46Cr -34.26%
Technology
Application Software
1.64TCr -14.00%
Technology
Other Household Electronics
14TCr -3.63%
Technology
E-commerce & Auction Services
20TCr -5.60%
Technology
Other Semiconductors
17TCr -5.02%
Technology
Other Software
7.54TCr -6.56%
Technology
Other Internet Services
51TCr -25.64%
Industrials
Transaction & Payment Services
5.33TCr +5.94%
Technology
Electronic Component
197.16Cr +130.10%
Technology
Other Software
2.79TCr -53.36%
Technology
Other Software
1.14TCr -3.52%
Industrials
Transaction & Payment Services
4.97TCr +28.11%
Technology
Other IT Services & Consulting
366.39Cr +130.45%
Technology
Other Semiconductors
832.28Cr +11.53%
Consumer Cyclical
Other Broadcasting
19TCr -3.44%
Real Estate
Other Specialized REITs
11TCr +40.43%
Technology
E-commerce & Auction Services
27TCr -18.06%
Technology
Other Electronic Equipment & Parts
2.86TCr -8.40%
Consumer Cyclical
Games, Toys & Children Vehicles
6.42TCr -16.04%
Technology
Other Semiconductors
26Cr -28.81%
Technology
Search Engines
3.17TCr -28.59%
Technology
Cloud Computing Services
9.88TCr +45.19%
Technology
Other IT Services & Consulting
1.52TCr +24.19%
Technology
Other Semiconductors
46TCr +137.13%
Technology
Other Software
4.36TCr -8.24%
Technology
Integrated Circuits
988.61Cr +3.33%
Technology
Other Integrated Telecommunications Services
607.52Cr -23.19%
Technology
Other Semiconductors
648.87Cr -6.91%
Technology
Blockchain & Cryptocurrency (NEC)
4.94TCr -19.67%
Technology
Other Software
25Cr +13.38%
Technology
Enterprise Software
2.04Cr +1.29%
Technology
Other Software
176.26Cr -.--%
Technology
Integrated Hardware & Software
4.11Cr -23.61%
- - 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