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
2,937B -18.21%
Technology
Internet Gaming
14.92B -21.30%
Technology
Other Semiconductors
4,379B -3.35%
Technology
Search Engines
3,652B -3.42%
Technology
Phones & Smart Phones
3,672B -8.00%
Technology
Other Software
4.24B -14.98%
Technology
Other Computer Hardware
13.62B -9.98%
Technology
Other Semiconductors
315B -9.70%
- - 73.82B -
Technology
Social Media & Networking
1,552B -7.03%
Technology
Other Software
17.69B -2.34%
Consumer Cyclical
Internet & Mail Order Department Stores
2,229B -10.03%
Technology
Other Internet Services
637B -8.60%
Technology
Internet Gaming
2.95B +13.40%
Technology
Other Internet Services
10.45B +2.48%
Technology
Application Software
6.6B +2.45%
Consumer Cyclical
Games, Toys & Children Vehicles
73.82B -3.54%
Consumer Cyclical
Other Advertising & Marketing
4.48B +5.34%
Technology
Other Computer Hardware
73.65M -4.35%
Consumer Cyclical
Other Toys & Juvenile Products
17.24B +2.21%
Technology
Other Software
9.29B -2.90%
Technology
Other Software
181M -15.91%
Technology
Other Software
8.41B -56.01%
Technology
Internet Gaming
3.95B -1.05%
Technology
Other IT Services & Consulting
231B -16.86%
Technology
Other Computer Hardware
260M -5.42%
Technology
Other Household Electronics
129B -14.07%
Technology
Internet Gaming
2.85B +13.58%
Technology
Other Software
50.91B -32.59%
Technology
Other Software
14.28M -21.73%
Consumer Cyclical
Other Entertainment Production
3.5B +10.50%
Technology
Application Software
49.86B -2.49%
Consumer Cyclical
Other Casinos & Gaming
19.63B -20.61%
Technology
Internet Gaming
5.97B -7.52%
Technology
Other Software
342M -14.78%
Technology
Other Software
39.99B -30.37%
Technology
Mobile Application Software
1.11B -24.06%
Technology
Other Internet Services
753M +17.01%
Technology
Other Computer Hardware
2.44B -3.43%
Technology
Application Software
202M -14.34%
Technology
Other Software
20.72M -68.37%
Technology
Other Computer Hardware
567M -10.44%
Technology
Mobile Application Software
1.77B -0.08%
Technology
Application Software
442M -3.12%
Consumer Cyclical
Other Casinos & Gaming
12.75B -24.93%
Technology
Internet Gaming
3.87M -45.40%
Technology
Other Internet Services
49.1M -24.59%
Technology
Other Software
38.62B -18.53%
Technology
Mobile Application Software
45.19M -40.17%
Technology
Application Software
169M -21.52%
Technology
Application Software
1.33B -27.18%
- - 11.34M -
Technology
Application Software
1.14B -20.29%
Technology
Internet Gaming
878M +3.34%
Consumer Cyclical
Other Toys & Juvenile Products
6.45M -66.70%
Technology
Other Computer Hardware
45.45M -50.34%
Technology
Other Software
6.54M -32.10%
Technology
Other Semiconductors
229B +24.04%
Technology
Application Software
143M +12.26%
Technology
Application Software
127M -10.09%
Technology
Application Software
130M -3.42%
Technology
Other Software
617M -37.83%
Technology
Application Software
214M -36.71%
Technology
Other IT Services & Consulting
16.58M +5.36%
Technology
Other Internet Services
155M -24.26%
Technology
Application Software
6.4M +21.43%
Technology
Internet Gaming
484M +2.94%
Technology
Other IT Services & Consulting
1.84M +278.71%
Technology
Mobile Application Software
3.43M -15.69%
Technology
Internet Gaming
1.1M -18.15%
Technology
Other Software
4.05M -12.50%
Technology
Other Software
1.33B -

News of the components

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

Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. The Golden Age of Video Games
SPRING SALE - 40%: The Best Tools Reserved for Subscribers to Identify Tomorrow's Top Investments!
d
:
:
BENEFIT NOW