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
229M +134.88%
Technology
Other Computer Hardware
16.44B +18.71%
Consumer Cyclical
Internet & Mail Order Department Stores
2,418B +3.10%
Technology
Other Internet Services
10.18B +35.84%
Technology
Internet Gaming
2.56B +6.50%
Consumer Cyclical
Other Advertising & Marketing
4.22B +18.29%
Technology
Search Engines
3,739B +63.39%
Technology
Other Software
19.49B +51.35%
- - 88.89B -
Consumer Cyclical
Games, Toys & Children Vehicles
87.67B +26.62%
Technology
Other Semiconductors
343B +74.50%
Technology
Other Semiconductors
4,253B +30.33%
Technology
Other Internet Services
715B +47.72%
Technology
Other Software
3,557B +13.53%
Technology
Application Software
6.87B +29.38%
Technology
Other Software
19.28M -49.24%
Technology
Social Media & Networking
1,624B +10.03%
Technology
Other Software
74.01B +17.83%
Consumer Cyclical
Other Toys & Juvenile Products
17.8B +13.31%
Technology
Internet Gaming
18.74B +60.78%
Technology
Phones & Smart Phones
4,112B +11.13%
Consumer Cyclical
Other Entertainment Production
3.44B -17.05%
Technology
Other Software
9.71B +4.06%
Technology
Other Software
5.16B -13.82%
Technology
Application Software
222M +16.14%
Technology
Other Semiconductors
180B +88.58%
Technology
Internet Gaming
4.18B +5.09%
Technology
Internet Gaming
2.78B -2.90%
Technology
Internet Gaming
9.43M -96.68%
Technology
Other Household Electronics
160B +24.10%
Technology
Other IT Services & Consulting
289B +40.67%
Technology
Application Software
50.81B +39.25%
Technology
Mobile Application Software
1.74B -22.44%
Technology
Other Computer Hardware
2.68B -45.89%
Technology
Other Computer Hardware
661M -6.20%
Consumer Cyclical
Other Casinos & Gaming
23.22B -17.04%
Technology
Internet Gaming
6.46B +36.12%
Technology
Other Software
19.75B +105.43%
Technology
Mobile Application Software
1.38B +16.02%
Technology
Other Software
403M -45.59%
Technology
Other Software
62.13B +52.97%
Technology
Application Software
1.85B -20.64%
Technology
Other Software
72.3M -23.76%
Technology
Other Computer Hardware
289M -13.63%
Technology
Other Internet Services
85.51M +12.52%
Consumer Cyclical
Other Toys & Juvenile Products
21.63M -30.64%
Technology
Mobile Application Software
73.28M -20.45%
Technology
Other Internet Services
697M +1.63%
Technology
Other Computer Hardware
80.2M -34.23%
Technology
Application Software
439M -13.69%
Technology
Other Software
13.34M -23.37%
Technology
Application Software
1.46B -66.52%
Consumer Cyclical
Other Casinos & Gaming
17.68B -4.52%
Technology
Application Software
264M +17.35%
Technology
Other Software
8.7M -60.82%
Technology
Other Internet Services
211M -37.56%
Technology
Application Software
141M -32.86%
Technology
Other Software
44.62B +31.18%
Technology
Other Software
1B -51.77%
Technology
Application Software
148M +115.38%
Technology
Internet Gaming
850M -26.90%
Technology
Other Computer Hardware
101M -4.46%
Technology
Application Software
351M -24.66%
Technology
Application Software
125M -19.88%
Technology
Application Software
8.39M -71.99%
Technology
Other IT Services & Consulting
15.61M -64.68%
Technology
Internet Gaming
1.34M -56.43%
Technology
Other Software
5.77M -61.54%
Technology
Internet Gaming
450M +13.51%
Technology
Mobile Application Software
3.59M -40.88%
Technology
Application Software
5.55M -12.00%
Technology
Other IT Services & Consulting
1.79M -90.20%
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