Investment Themes

The Golden Age of Video Games

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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 Computer Hardware
80.59M +1.74%
Technology
Internet Gaming
6.18M -41.71%
Technology
Other Software
153M -25.62%
Technology
Search Engines
4,836B +25.58%
Consumer Cyclical
Internet & Mail Order Department Stores
2,933B +17.32%
Technology
Other Computer Hardware
15.56B +3.53%
Technology
Other Semiconductors
5,228B +18.21%
Technology
Other Software
3,084B -15.00%
Technology
Social Media & Networking
1,547B -8.64%
Consumer Cyclical
Games, Toys & Children Vehicles
16.56B -1.13%
Technology
Phones & Smart Phones
4,308B +7.52%
Technology
Other Semiconductors
742B +117.77%
Technology
Application Software
7.25B +8.17%
Technology
Internet Gaming
3.39B +24.57%
Technology
Other Software
4.38B -12.80%
Consumer Cyclical
Games, Toys & Children Vehicles
55.88B -33.74%
Consumer Cyclical
Other Advertising & Marketing
4.05B -7.14%
Technology
Other Internet Services
712M +10.24%
Consumer Cyclical
Other Toys & Juvenile Products
14.9B -12.44%
Technology
Internet Gaming
3.28B -19.60%
Technology
Other Software
12.29B -39.72%
- - 74.79B -
Technology
Internet Gaming
13.49B -30.82%
Technology
Other Software
9.22B -4.11%
Technology
Other Internet Services
543B -22.47%
Technology
Other Household Electronics
117B -16.20%
Technology
Other IT Services & Consulting
216B -24.59%
Technology
Other Software
53.12B -34.30%
Technology
Other Internet Services
9.19B -10.02%
Technology
Internet Gaming
2.29B -11.40%
Consumer Cyclical
Other Casinos & Gaming
20.45B -20.28%
Technology
Other Software
40.82B -13.73%
Technology
Internet Gaming
5.71B -13.20%
Technology
Other Software
369M -17.69%
Technology
Other Computer Hardware
244M -13.61%
Technology
Other Software
30.01B -48.22%
Technology
Application Software
50.16B -2.02%
Technology
Other Software
24.8M +25.34%
Consumer Cyclical
Other Entertainment Production
2.97B -5.66%
Technology
Other Software
29.61M -57.01%
Technology
Mobile Application Software
1.68B +15.61%
Technology
Other Computer Hardware
840M +36.03%
- - 6.06M -
Technology
Other Computer Hardware
2.7B +11.86%
Technology
Mobile Application Software
43.86M -45.20%
Technology
Mobile Application Software
1.76B +4.91%
Technology
Application Software
463M -5.47%
Technology
Application Software
1.55B -17.16%
Consumer Cyclical
Other Casinos & Gaming
12.65B -28.18%
Technology
Application Software
1.54B +10.42%
Technology
Application Software
207M -12.63%
Technology
Application Software
171M -23.03%
Technology
Other Semiconductors
628B +243.77%
Consumer Cyclical
Other Toys & Juvenile Products
8.23M -59.61%
Technology
Other Computer Hardware
44.28M -53.38%
Technology
Internet Gaming
794M -0.20%
Technology
Application Software
83.6M -44.44%
Technology
Other Internet Services
104M +48.49%
Technology
Application Software
161M +15.97%
Technology
Application Software
285M -12.92%
Technology
Other Software
773M -22.43%
Technology
Other Software
5.81M -33.80%
Technology
Application Software
200M +62.85%
Technology
Other IT Services & Consulting
18.25M +9.58%
Technology
Other Internet Services
142M -30.88%
Technology
Other IT Services & Consulting
2.56M +390.10%
Technology
Internet Gaming
1.6M +16.53%
Technology
Mobile Application Software
4.43M +3.44%
Technology
Other Software
4.65M 0.00%
Technology
Application Software
5.78M +6.49%
Technology
Internet Gaming
409M -0.26%
Technology
Other Software
1.33B -

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Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. The Golden Age of Video Games