What is AR/VR technology?

Augmented Reality (AR) overlays digital information on the real world, while Virtual Reality (VR) creates fully immersive digital environments. These technologies are considered the next major computing platform after smartphones, which explains why companies are racing to develop and protect their intellectual property in this space. Examples include smart glasses, headsets, and software that enables interactive digital experiences.

Why is intellectual property important in the AR/VR industry?

Intellectual property (IP) in AR/VR includes patents for hardware components, software algorithms, and design techniques that make immersive experiences possible. As highlighted by the Apple-Snap lawsuit mentioned in this theme, these technologies represent years of research and billions in investment. Companies with strong IP portfolios can license their technology, block competitors, or gain significant market advantage, making their IP extremely valuable.

What are "insider threats" in cybersecurity?

Insider threats refer to security risks that come from within an organization, such as employees, contractors, or partners who have legitimate access to systems and data. As mentioned in this theme's description, the lawsuit between Apple and Snap involves an engineer allegedly taking confidential information when changing employers. Cybersecurity companies develop tools specifically to detect and prevent this type of data exfiltration by monitoring unusual access patterns and file transfers.

What does "data exfiltration" mean?

Data exfiltration refers to the unauthorized transfer of sensitive information from a company's systems to an external location. This could involve an employee downloading confidential files before leaving for a competitor (as alleged in the Apple lawsuit), or hackers stealing data through malware. Several companies in this theme specialize in technologies that detect and block such unauthorized transfers to protect valuable intellectual property.

How do dividend payments work for these stocks?

Dividends are portions of a company's earnings paid out to shareholders, usually on a quarterly basis. The "Dividend Yield" data point shows what percentage return you'd receive annually from dividends at the current stock price, while the "Dividend Payment Date" indicates when the next payment is scheduled. Not all companies pay dividends, especially growth-focused technology firms that prefer to reinvest profits into research and development.

15 handpicked stocks

AR/VR's IP Battlefield

Invest in the companies creating groundbreaking augmented reality technologies and those protecting these valuable digital assets. This collection brings together innovative tech developers and cybersecurity specialists poised to benefit from the high-stakes race for AR/VR dominance.

Han Tan | Market Analyst

Published on July 2

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

Vuzix Corp

VUZI

Current price

$1.68

A leader in AR smart glasses with a significant patent portfolio, making its IP a key asset in the competitive hardware landscape.

CyberArk Software, Ltd.

CYBR

Current price

$491.04

Specializes in privileged access management, a critical defense against insider threats and the theft of trade secrets, as alleged in the Apple lawsui...

Specializes in privileged access management, a critical defense against insider threats and the theft of trade secrets, as alleged in the Apple lawsuit.

Microvision, Inc.

MVIS

Current price

$1.13

Its patented laser scanning technology is a critical component for compact AR headsets, highlighting the value of foundational IP.

Palo Alto Networks, Inc.

PANW

Current price

$206.96

WiMi Hologram Cloud Inc

WIMI

Current price

$2.40

CrowdStrike Holdings, Inc.

CRWD

Current price

$498.16

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12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.

If you invested across these assets:

≈

In 12 months it might be worth:

$1,000.00

+57.97%

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About This Group of Stocks

Our Expert Thinking

The Apple-Snap lawsuit highlights how valuable AR/VR intellectual property has become. Companies creating breakthrough immersive technologies and those protecting digital assets from theft are positioned to benefit as this sector grows into the next major computing platform.

What You Need to Know

This collection offers balanced exposure to both sides of the AR/VR IP trend: innovative hardware/software developers and specialized cybersecurity firms. These companies represent different aspects of value creation and protection in a rapidly evolving tech landscape.

Why These Stocks

We've selected companies with established intellectual property portfolios in AR/VR technologies alongside cybersecurity leaders specializing in protecting sensitive information. Each company addresses a specific aspect of creating or safeguarding the valuable digital assets powering immersive computing.

Group Performance Snapshot

57.97%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 57.97% over the next year.

15 of 15

Stocks Rated Buy by Analysts

15 of 15 assets in this group are rated Buy by professional analysts.

8.2% vs 4%

Group Growth vs Bank interest

This group averaged a 8.2% return last month, beating the typical 4% bank rate.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

💡

The Future War Is Digital

As the Apple lawsuit shows, AR/VR technology is now valuable enough to steal. This intense competition for intellectual property signals massive potential value for companies with protected innovations.

🔐

Two Sides of the Same Coin

This unique collection gives you exposure to both creators of valuable AR technologies and the security firms protecting them, offering balanced access to an emerging tech trend.

🚀

Early in a Multi-Year Story

We're just at the beginning of AR/VR's mainstream adoption journey. These companies are establishing the core technologies and security infrastructure that will power the next computing platform.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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