Top 10 names in the new Metaverse ETF $META:
1. Nvidia Corp $NVDA
2. Tencent $700.HK
3. Roblox $RBLX
4. Microsoft $MSFT
5. Fastly $FSLY
6. Taiwan Semiconductor $TSM
7. Unity Software $U
8. Autodesk $ADSK
9. Amazon $AMZN
10. Qualcomm $QCOM
THREAD: METAVERSE PITCH DECK
1/ Size of The Prize
Bloomberg Intelligence estimates Metaverse market opportunity at $800B by 2024.
Cathie Wood/@ARKInvest estimate that revenue from virtual worlds could reach $400B by 2024
2/ COVID Kickstarted Metaverse Adoption
McKinsey & Co. states that >50% of surveyors prefer their employers adopt a hybrid virtual working model.
This primes people to interact online/over digital channels, making it easier for those at the margin to transition to metaverse.
3/ ETF Thematic Breakdown
Roundhill (@roundhill) + Matthew Ball (@ballmatthew) broke down their $META ETF into seven main themes:
1. Computing Components
2. Cloud Solutions
3. Gaming Platforms
4. Consumer Electronics
5. Simulation Software
6. Video Games
7. Social Network
4/ ETF Country & Market Cap Exposures
76% of the ETF is invested in US-based companies. China takes another 9.9% and Taiwan a further 6.2%.
96% of the ETF is invested in Large Cap (>$5B) w/ 3% invested in small-cap and 1.2% invested in mid-cap.
5/ Where To Learn More
If you want to learn more about the ETF, check out the following links ...
Pitch Deck: roundhillinvestments.com/assets/pdfs/ME…
Website: roundhillinvestments.com/etf/META/
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