Investment Themes

The Golden Age of Video Games

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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
35.12M -3.15%
- - 83.54B -
Technology
Search Engines
2,126B -7.73%
Technology
Other Internet Services
8.17B +10.55%
Technology
Mobile Application Software
2.06B -15.20%
Technology
Application Software
279M +26.03%
Technology
Other Software
91.4B +45.50%
Technology
Other Software
6.24B +4.61%
Technology
Other Software
3,530B +12.68%
Technology
Other Software
19.32B +38.68%
Technology
Social Media & Networking
1,717B +16.63%
Technology
Other Internet Services
591B +22.30%
Consumer Cyclical
Other Toys & Juvenile Products
21.71B +27.79%
Consumer Cyclical
Internet & Mail Order Department Stores
2,252B -3.32%
Technology
Other Software
13.37B +32.47%
Technology
Application Software
7.33B +41.55%
Technology
Other Semiconductors
3,464B +5.72%
Technology
Mobile Application Software
1.3B +15.91%
Technology
Other Software
154M +43.41%
Consumer Cyclical
Other Advertising & Marketing
5.16B +33.71%
Technology
Other Software
596M -12.51%
Technology
Other Internet Services
5.08B +24.86%
Technology
Phones & Smart Phones
2,934B -21.55%
Consumer Cyclical
Games, Toys & Children Vehicles
95.53B +27.54%
Technology
Other Household Electronics
156B +10.86%
Technology
Other Computer Hardware
4.15B -20.98%
Technology
Other Software
65.91B +67.94%
Technology
Other Computer Hardware
958M +36.91%
Consumer Cyclical
Other Casinos & Gaming
26B -6.32%
Technology
Other Computer Hardware
12.69B -7.22%
Technology
Application Software
2.06B -9.79%
Technology
Other Semiconductors
188B -3.83%
Technology
Other IT Services & Consulting
252B +26.11%
Consumer Cyclical
Other Entertainment Production
4.49B -1.59%
Technology
Internet Gaming
2.51B -3.60%
Technology
Other Software
16.15M -26.12%
Technology
Other Software
9.84B +5.30%
Technology
Internet Gaming
7.78B +51.78%
Technology
Internet Gaming
1.02B -18.90%
Technology
Mobile Application Software
96.34M +6.55%
Technology
Application Software
37.23B +1.49%
Consumer Cyclical
Other Casinos & Gaming
18.11B -1.88%
Technology
Internet Gaming
3.49B +12.38%
Technology
Other IT Services & Consulting
32.49M -24.93%
Technology
Application Software
577M +16.22%
Technology
Internet Gaming
15.86B +19.92%
Technology
Other Software
76.44M -18.12%
Technology
Other Computer Hardware
259M -25.82%
Technology
Other Computer Hardware
80.47M -34.79%
Consumer Cyclical
Other Casinos & Gaming
207M -38.51%
Technology
Application Software
221M +17.54%
Technology
Application Software
182M -14.73%
Consumer Cyclical
Other Toys & Juvenile Products
22.67M -26.18%
Technology
Other Internet Services
888M +27.04%
Technology
Other Computer Hardware
120M +16.07%
Technology
Other Internet Services
199M -41.03%
Technology
Other Software
42.11B +25.07%
Technology
Application Software
118M +76.15%
Technology
Internet Gaming
3.4M -81.41%
Technology
Application Software
2.63B -38.74%
Technology
Application Software
390M -8.98%
Technology
Internet Gaming
1.42M -53.04%
Technology
Other Semiconductors
87.85B +0.45%
Technology
Other Internet Services
97.47M +21.87%
Technology
Other Software
1.39B -30.65%
Technology
Other Software
22.49M +31.28%
Technology
Application Software
130M -14.60%
Technology
Application Software
5.59M +4.40%
Technology
Internet Gaming
325M -18.06%
Technology
Other Software
5.86M -61.54%
Technology
Mobile Application Software
3.73M -37.26%
Technology
Other IT Services & Consulting
14.82M -17.33%
Consumer Cyclical
Games, Toys & Children Vehicles
1.62M +176.00%
Technology
Application Software
3.47M -38.21%
Technology
Other Software
1.33B -

News of the components

░░░░░░░ ░░ ░░░░░░ ░░░ ░░░░░░░ ░░ ░░░░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░░░░░ ░░░░ ░░░░ ░░░░░░░ ░░░░ ░░
░░░░░░░ ░░ ░░░░░░ ░░░ ░░░░░░░ ░░ ░░░░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░░░░░ ░░░░ ░░░░ ░░░░░░░ ░░░░ ░░
░░░░░░░ ░░░ ░ ░░░░░░░░░ ░░░░░ ░░░░░░░ ░░ ░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░░░░░ ░░ ░░░░░░░░░ ░░░ ░░░░░░░░░░ ░░░ ░░░░░░░░░░ ░░ ░░░░░░░░ ░░░░ ░░
░░░░░░░ ░░ ░░░░░░ ░░░ ░░░░░░░ ░░ ░░░░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░░░░░░░ ░░░░ ░░
░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░ ░░ ░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░░░░░ ░░ ░░░░░░░░░ ░░ ░░░░ ░░
░░░░░░░ ░░░░░ ░░░ ░░ ░░░ ░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░ ░░
░░░░░░░ ░░░░░ ░░░ ░░ ░░░ ░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░ ░░
░░░░░░░ ░░░░░ ░░░ ░░ ░░░ ░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░ ░░
░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░ ░░ ░░░░ ░░░░░░ ░░░░ ░░ ░░ ░░░░░░░░░░░░░░ ░░░░ ░░
░░░░░░░░░░░░░░░░░░ ░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░ ░░░░░ ░░░░ ░░░░░ ░░░░░░░ ░░░░░ ░░░░ ░░
░░░░░ ░░░░░░░░ ░░ ░░ ░░░░░░░░░░░ ░░░░░ ░ ░░░░ ░░░░░░░░░ ░░░░ ░░
░░░░░░░░░ ░░░ ░░░░░░░ ░░░░ ░░░ ░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░ ░░
░░░░░░░░░ ░░░ ░░░░░░░ ░░░░ ░░░ ░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░ ░░
░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░ ░░░░░ ░░ ░░░░░░░░░ ░ ░░░░░░░ ░░░░ ░░
░░░░░░░░░ ░░░░ ░░ ░░░ ░░░░░░░░ ░░░░ ░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░ ░░ ░░░░ ░░
░░░░░░░ ░░░░░░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░░░ ░░
░░░░░░░░░ ░░░░ ░░ ░░░ ░░░░░░░░ ░░░░ ░░░ ░░░░ ░░░░░░░░░ ░░░░░░ ░ ░░░░░░░░░ ░░░░░░ ░░░░ ░░
░░░░░░ ░░ ░░░ ░░░░░░░░░░░ ░░░ ░░░░░░░░░░░░░░ ░░░░ ░░
░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░ ░░░░░░░░░ ░░ ░░░░░ ░░░░ ░░░░ ░░
░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░ ░░░░ ░░░░░░░░░░░ ░░░░ ░░

Heatmap

Calendar of the components

░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ ░░░░

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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