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 Software
34.31M -6.68%
- - 82.33B -
Technology
Search Engines
2,107B -8.43%
Technology
Application Software
225M -3.27%
Technology
Other Internet Services
8.27B +11.71%
Technology
Mobile Application Software
2.16B -10.97%
Technology
Other Software
92.17B +46.74%
Technology
Other Software
3,569B +13.94%
Technology
Other Software
7.26B +16.05%
Technology
Other Software
20.33B +48.45%
Technology
Social Media & Networking
1,749B +18.83%
Technology
Other Internet Services
588B +19.42%
Technology
Application Software
7.28B +41.19%
Consumer Cyclical
Internet & Mail Order Department Stores
2,256B -3.13%
Consumer Cyclical
Other Toys & Juvenile Products
22.08B +29.51%
Technology
Other Software
13.62B +37.31%
Technology
Other Semiconductors
3,550B +8.21%
Technology
Mobile Application Software
1.31B +19.07%
Technology
Other Software
160M +52.20%
Consumer Cyclical
Other Advertising & Marketing
5.4B +41.47%
Technology
Phones & Smart Phones
2,936B -21.45%
Consumer Cyclical
Games, Toys & Children Vehicles
107B +43.30%
Technology
Other Computer Hardware
4.13B -23.16%
Technology
Other Household Electronics
157B +9.53%
Technology
Other Computer Hardware
975M +39.33%
Technology
Other Software
574M -18.41%
Technology
Other Software
69.63B +77.41%
Technology
Other Internet Services
5.2B +27.79%
Consumer Cyclical
Other Casinos & Gaming
26.73B -2.38%
Technology
Application Software
2B -10.42%
Technology
Other Semiconductors
206B +4.98%
Technology
Other IT Services & Consulting
258B +28.83%
Consumer Cyclical
Other Entertainment Production
4.7B +19.15%
Technology
Internet Gaming
2.65B +4.04%
Technology
Other Computer Hardware
12.6B -8.69%
Technology
Other Software
15.27M -28.18%
Technology
Other Software
9.94B +6.41%
Technology
Internet Gaming
8.41B +70.65%
Technology
Mobile Application Software
91.71M 0.00%
Technology
Application Software
37.87B +3.21%
Consumer Cyclical
Other Casinos & Gaming
19.65B +6.60%
Technology
Internet Gaming
3.6B +15.86%
Technology
Internet Gaming
1.05B -16.32%
Technology
Other IT Services & Consulting
29.05M -31.44%
Technology
Application Software
571M +15.50%
Technology
Internet Gaming
15.51B +18.85%
Technology
Other Software
85.78M -8.05%
Technology
Other Computer Hardware
269M -22.88%
Technology
Other Computer Hardware
86.25M -29.86%
Consumer Cyclical
Other Casinos & Gaming
198M -41.01%
Technology
Other Internet Services
881M +26.06%
Technology
Application Software
238M +21.23%
Technology
Application Software
184M -14.46%
Consumer Cyclical
Other Toys & Juvenile Products
23.57M -24.51%
Technology
Other Computer Hardware
122M +21.28%
Technology
Application Software
116M +73.08%
Technology
Other Internet Services
195M -42.37%
Technology
Other Software
43.62B +29.59%
Technology
Internet Gaming
3.2M -82.51%
Technology
Application Software
2.53B -41.81%
Technology
Application Software
374M -12.81%
Technology
Internet Gaming
1.43M -53.21%
Technology
Other Semiconductors
93.74B +7.18%
Technology
Other Internet Services
100M +25.05%
Technology
Other Software
1.38B -32.02%
Technology
Other Software
19.9M +21.36%
Technology
Application Software
125M -18.04%
Technology
Application Software
5.21M -2.64%
Technology
Internet Gaming
327M -17.75%
Technology
Other Software
6.4M -57.69%
Consumer Cyclical
Games, Toys & Children Vehicles
1.85M +212.80%
Technology
Other IT Services & Consulting
14.66M -16.67%
Technology
Mobile Application Software
3.72M -36.90%
Technology
Application Software
4.21M -20.00%
Technology
Other Software
1.33B -

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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