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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.

Author avatar

Han Tan | Market Analyst

Published on July 2

Your Basket's Financial Footprint

Concise interpretation of basket market capitalisation and investor-oriented key takeaways.

Key Takeaways for Investors:
  • Large-cap dominance suggests lower volatility and returns that generally track broad market movements.
  • Suited as a core, diversified holding rather than a short-term speculative allocation.
  • Likely to deliver steady long-term value rather than explosive short-term gains.
Total Market Cap
  • VUZI: $305.50M

  • CYBR: $25.55B

  • MVIS: $361.16M

  • Other

About This Group of Stocks

1

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.

2

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.

3

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.

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.

Read Full Insight

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