High exposure outlook

Industry: 

      Media        Retail & wholesale - discretionary        Software & tech services        Tech hardware & semi conductors  

Industry: 

      Media        Retail & wholesale - discretionary        Software & tech services
      Tech hardware & semi conductors  

Activision Blizzard Inc.

Activision Blizzard Inc.

Metaverse gateways, content & IP

Apple Inc.

Apple Inc.

Metaverse gateways, content & IP

Discovery Inc.

Discovery Inc.

Metaverse gateways, content & IP

Electronic Arts Inc.

Electronic Arts Inc.

Metaverse gateways, content & IP

HYBE Co Ltd.

HYBE Co Ltd.

Metaverse gateways, content & IP

Meta Platform Inc.

Meta Platform Inc.

Metaverse gateways, content & IP

Microsoft Corp.

Microsoft Corp.

Metaverse gateways, content & IP

NetEase Inc.

NetEase Inc.

Metaverse gateways, content & IP

Nexon Co. Ltd.

Nexon Co. Ltd.

Metaverse gateways, content & IP

NVIDIA Corp.

NVIDIA Corp.

Infrastructure

Roblox Corp.

Roblox Corp.

Metaverse gateways, content & IP

Sea Ltd.

Sea Ltd.

Metaverse gateways, content & IP
 

Tencent Holdings Ltd.

Tencent Holdings Ltd.

Metaverse gateways, content & IP

TakeTwo Interactive Software

TakeTwo Interactive Software

Metaverse gateways, content & IP

Ubisoft Entertainment SA

Ubisoft Entertain
-ment SA

Metaverse gateways, content & IP

Unity Software Inc.

Unity Software Inc.

Infrastructure

Universal Music Group NV

Universal Music Group NV

Metaverse gateways, content & IP

ViacomCBS Inc.

ViacomCBS Inc.

Metaverse gateways, content & IP

Vivendi SE

Vivendi SE

Metaverse gateways, content & IP

Walt Disney Co/The

Walt Disney Co/The

Metaverse gateways, content & IP

Warner Music Group Corp

Warner Music Group Corp

Metaverse gateways, content & IP

Medium exposure outlook

Industry: 

      Consumer discretionary services        Financial services        Media        Tech hardware & semi conductors  

Industry: 

      Consumer discretionary services        Financial services        Media    
      Tech hardware & semi conductors 

Acer Inc.

Acer Inc.

User interface & Immersion

Coinbase Global Inc.

Coinbase Global Inc.

Economy

Kuaishou Technology

Kuaishou Technology

Social

Lenovo Group Ltd.

Lenovo Group Ltd.

User interface & immersion

Live Nation Entertainment Inc.

Live Nation Entertain
-ment Inc.

Metaverse gateways, content & IP

Logitech International SA

Logitech Inter
-national SA

User interface & immersion

Nintendo Co. Ltd.

Nintendo Co. Ltd.

Metaverse gateways, content & IP

Razer Inc.

Razer Inc.

User interface & immersion

Sony Group Corp.

Sony Group Corp.

Metaverse gateways, content & IP

Low exposure outlook

Industry: 

      Media

Industry: 

      Media

Snap Inc.

Snap Inc.

Social

NAVER Corp.

NAVER Corp.

Metaverse gateways, content & IP