The Runners and Riders in this Digital Race
Of course, an idea is only as good as the companies executing it. In this space, you have a few different types of players. There are companies like Immersion Corp, which focus on the haptics, the technology that makes you ‘feel’ virtual objects. This is vital for making the simulation convincing enough for the brain to buy into it. Then you have broader platforms like Glimpse Group, which are building VR solutions for various industries, with healthcare being a key one. Finally, you have specialists like DIH Holdings, which are zeroed in on the rehabilitation market, combining robotics with VR.
Looking at these companies gives you a sense of the different ways one might approach this theme. You could focus on the core technology, the diversified platform, or the niche specialist. As with any emerging sector, all investments carry risk and past performance is not an indicator of future results. The path forward is unlikely to be a straight line, and some of these runners will inevitably stumble. For those intrigued by this theme, exploring a collection of relevant companies, such as the Immersive Rehab & VR Therapy basket, could be a way to gain exposure to the sector's potential without putting all your eggs in one corporate basket.
