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15 handpicked stocks

Patent Power Portfolio

Invest in the companies that own the blueprints to our digital future. These carefully selected firms hold valuable patents for virtual and augmented reality technology, positioning them at the foundation of the emerging metaverse economy.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Summary and investor key takeaways for the Patent Power Portfolio market capitalisation breakdown.

Key Takeaways for Investors:
  • Large-cap dominance suggests generally lower volatility and closer tracking to broad market moves, reducing idiosyncratic risk.
  • Suitable as a core, long-term holding in diversified portfolios rather than a speculative, high-growth allocation.
  • Expect steady, incremental value over time; short-term explosive gains are unlikely given size concentration.
Total Market Cap
  • META: $1.84T

  • AAPL: $3.90T

  • GOOGL: $3.03T

  • Other

About This Group of Stocks

1

Our Expert Thinking

This collection focuses on companies with strategic advantage through intellectual property ownership. Rather than betting on single consumer applications, we've identified firms with patents for the core technologies that will power the entire metaverse ecosystem, from hardware to software.

2

What You Need to Know

This is a high-growth, technology-forward allocation suitable for diversified portfolios. These companies are seeing accelerating adoption as AR/VR technology moves beyond gaming into enterprise, industrial, and medical applications, unlocking new revenue streams.

3

Why These Stocks

Each company was selected for its significant and defensible patent portfolio in crucial areas of AR/VR development. These firms supply essential technology needed to build and experience immersive virtual spaces, from headsets and haptic feedback to powerful rendering engines.

Why You'll Want to Watch These Stocks

🔑

Owning the Digital Blueprint

These companies hold the patents to technologies everyone else must license or work around. As metaverse adoption grows, so does the value of their intellectual property.

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Beyond Gaming into Enterprise

The transition of AR/VR from entertainment into training, healthcare, and manufacturing is creating massive new revenue opportunities that many investors haven't fully recognized yet.

🛡️

Protected Innovation Moats

Patent portfolios create defensible business positions that can generate licensing revenue for years to come, even as the technology landscape evolves.

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

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