Virtual Reality Stocks – AR & VR exposure for your investment portfolio

This article serves the purpose of consolidating whatever information I can find regarding Virtual Reality Stocks and Augmented Reality Stocks. As we look into investing in the future, there is definitely good reason to include some exposure to these stocks. Unfortunately, not all content creators or hardware creators are open for everyday investors in the form of public companies. Below is the beginning of a comprehensive and hopefully often update list of the virtual reality stocks that could be part of a balanced investment portfolio. Before investing, keep in mind that many of the companies on the list are massive companies with only a small portion of total revenue from VR and AR hardware and content. The goal is to determine which of these stocks will benefit in the mid to long term future from these portions of their overall businesses. The health of the remaining parts of the companies noted below may not actually be as healthy as their AR and VR portfolio. In these cases I will try and make note of it.

Stocks – Augmented Reality and Virtual Reality Exposure
  • VUZI (NASDAQ:VUZI) – Vuzix is a an American technology firm that supplies wearable display technology (Augmented Reality) for commercial applications. 30% of the company is owned by Intel. Founded in 1997, it is also one of the older companies on this list. Listed usage for its wearable devices include: Field Services & Remote Assist Solutions, Manufacturing Solutions, Warehouse Solutions and Tele-Medicine Solutions.
  • QUALCOMM (NASDAQ:QCOM) – Qualcomm is the creator of the AR and VR chips that make up many mobile headsets. You can read their mobile VR presentation here to get a better idea of how they fit into the virtual reality market.
  • Lumentum (NASDAQ:LITE) – Definitely one of the under the radar stocks on this list. Lumentum is one of the leaders within the Augmented Reality space. It has a large position in the telecom and 3D sensing markets.
  • APPLE (NASDAQ:AAPL) – I am sure that Apple is not a new stock to your portfolio. Apple tends to do come out with devices and software when it feels it can do a better job at it than anyone else in the space. They also somehow know how to make anything and everything cool. According to Bloomberg, Apple Plans to come out with a standalone AR and VR gaming headset by 2022. AR glasses will likely follow soon after.
  • Immersion Corporate (NASDAQ:IMMR)
  • Axon Enterprises (NASDAQ:AAXN)
  • Microsoft (NASDAQ:MSFT)
  • MicroVision (NASDAQ:MVIS)
  • Alphabet (NASDAQ:GOOG)
  • Facebook (NASDAQ:FB) – Really this is whittles down to one word, “Oculus”. Oculus is an American technology company founded in 2012. As one of the early movers into Virtual Reality headsets, Oculus created the Rift through a kickstarter campaign. The company was purchased in 2014 by facebook for $2.3B as part of Mark Zuckerberg’s goal of having 1 Billion VR headsets in the hands of consumers. With this kind of backing, it is very likely that the company will continue to grow at an accelerated rate. The Oculus Quest was a big hit and future releases are expected to be announced to much fanfare. Here is an article regarding how much the Oculus has ultimately contributed to Facebook’s bottom line.
  • Sony (NASDAQ:SNE)

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