Investment Themes

The Golden Age of Video Games

Investment Themes

The video game industry, which started in the 1960s, is moving light years ahead of what the uninitiated might think. Far from only catering to teenagers, this industry is constantly progressing and expanding its borders to new uses and new audiences.

Proof of this is that half of the revenues generated by the gaming industry come from mobile games. Overall, the video games industry recorded nearly $135 billion in revenues in 2018, on par with revenues from the global film industry. This ecosystem, which is undergoing structural change with the development of e-sport, virtual reality and, above all, streaming services, must therefore be taken seriously. In the same way that arcade terminals have given way to home consoles, they could overtake them in favor of dematerialized games, or cloud gaming. In other words, players could completely do away with physical media to play streaming through an internet connection on any screen. In short, it is the same principle launched by giants such as Netflix for the film industry, or by Spotify for the music industry. The main market players are therefore getting ready to adapt to these new ways of "consuming" a video game, which promises to change the landscape of the industry. In this context, this thematic list includes traditional players in the video game industry, represented by the main publishers, distributors and manufacturers of game consoles, but also the pioneers of cloud gaming, who launched several streaming services.

Our selection

Technology
Other Software
4.4B -13.22%
Technology
Other Software
24.49B +32.26%
Consumer Cyclical
Internet & Mail Order Department Stores
2,886B +17.35%
Technology
Internet Gaming
3.03B +5.96%
Technology
Other Software
22.83B +13.97%
Technology
Other Semiconductors
4,314B -9.44%
Technology
Other Software
4,049B +10.24%
Technology
Other Semiconductors
834B +140.57%
Technology
Other Software
11.67B +19.86%
Technology
Search Engines
3,531B -8.19%
Technology
Application Software
6.86B +11.62%
Technology
Social Media & Networking
1,639B -2.83%
Technology
Application Software
238M +0.13%
Technology
Other Computer Hardware
3.68B +45.68%
Consumer Cyclical
Other Toys & Juvenile Products
27.48B +62.61%
Technology
Other Software
233M +22.35%
Consumer Cyclical
Other Advertising & Marketing
4.25B -3.36%
Technology
Internet Gaming
3.87B -5.04%
- - 82.79B -
Technology
Other Internet Services
5.87B -42.09%
Technology
Other Software
47.75B -39.80%
Technology
Phones & Smart Phones
5,096B +28.19%
Technology
Mobile Application Software
1.57B -1.56%
Technology
Other Computer Hardware
1.33B +106.57%
Technology
Other Household Electronics
159B +4.87%
Technology
Mobile Application Software
1.24B -8.02%
Technology
Internet Gaming
7.37B +10.51%
Technology
Other Computer Hardware
13.25B -1.67%
- - 4.25M -
Technology
Application Software
2.17B +65.62%
Technology
Other Internet Services
480B -31.05%
Technology
Application Software
139M -5.32%
Technology
Internet Gaming
2.01B -27.77%
Consumer Cyclical
Other Casinos & Gaming
26.81B +13.39%
Technology
Other Software
36.93B -36.83%
Consumer Cyclical
Other Entertainment Production
4.37B +36.76%
Technology
Other IT Services & Consulting
233B -17.45%
Technology
Internet Gaming
8.75M -42.53%
Consumer Cyclical
Games, Toys & Children Vehicles
62.77B -21.05%
Technology
Application Software
1.55B -7.81%
Technology
Other Computer Hardware
306M +18.32%
Technology
Internet Gaming
14.63B -20.83%
Technology
Mobile Application Software
53.69M -18.89%
Technology
Application Software
330M +2.23%
Technology
Other Software
187M -50.86%
Technology
Other Software
38.78B -12.26%
Technology
Application Software
162M -23.64%
Consumer Cyclical
Other Casinos & Gaming
9.32B -43.82%
Technology
Other Semiconductors
316B +57.53%
Technology
Other Software
4.98M -92.23%
Technology
Other Computer Hardware
44M -48.24%
Technology
Other Software
679M -30.02%
Technology
Application Software
126M +18.91%
Technology
Other Software
17.26M -2.53%
Technology
Application Software
61.74M -56.51%
Consumer Cyclical
Other Toys & Juvenile Products
1.11M -94.18%
Technology
Internet Gaming
824M -3.14%
Technology
Other Internet Services
521M -20.83%
Technology
Other Internet Services
116M -41.91%
Technology
Other Software
903K -89.81%
Technology
Application Software
5.13M -4.55%
Technology
Other Internet Services
197M +189.33%
Technology
Application Software
429M -1.56%
Technology
Application Software
16.96M +12.26%
Technology
Internet Gaming
329M -21.42%
Technology
Other Computer Hardware
62.97M -17.83%
Technology
Other IT Services & Consulting
1.64M +265.35%
Technology
Internet Gaming
942K -27.22%
Technology
Mobile Application Software
3.13M -20.23%
Technology
Other Software
3.21M -37.50%
Technology
Other Software
1.33B -

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