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
4.22B -15.68%
Technology
Internet Gaming
2.96B +11.66%
Technology
Internet Gaming
4.04M -63.28%
Technology
Other Semiconductors
5,056B +11.94%
Technology
Search Engines
3,889B +1.50%
Technology
Other Software
15.09B -14.11%
Consumer Cyclical
Internet & Mail Order Department Stores
2,514B +1.23%
Technology
Social Media & Networking
1,539B -8.18%
Technology
Other Semiconductors
880B +152.00%
Technology
Phones & Smart Phones
4,724B +18.32%
Technology
Other Software
2,835B -21.10%
Technology
Application Software
5.93B -4.69%
Consumer Cyclical
Other Advertising & Marketing
4.34B +4.97%
Technology
Other Software
191M -7.78%
- - 77.98B -
Technology
Other Software
12.63B -34.48%
Technology
Other Computer Hardware
14.82B +2.87%
Technology
Other Software
8.57B -7.86%
Technology
Mobile Application Software
1.48B +8.11%
Technology
Other Household Electronics
123B -15.28%
Consumer Cyclical
Other Toys & Juvenile Products
16.02B -1.46%
Technology
Internet Gaming
5.49B -12.34%
Technology
Other Software
34.04B -41.32%
Technology
Other Software
60.94B -22.00%
Technology
Internet Gaming
3.05B -21.12%
Technology
Other Internet Services
7.32B -28.87%
Technology
Other Internet Services
510B -27.45%
Technology
Application Software
136M -9.70%
Technology
Application Software
227M -2.50%
Technology
Other IT Services & Consulting
194B -30.24%
Technology
Internet Gaming
10.75B -40.48%
Technology
Application Software
1.42B +5.93%
Technology
Internet Gaming
2.04B -23.73%
Consumer Cyclical
Other Casinos & Gaming
25.63B +4.49%
Technology
Other Computer Hardware
241M -13.61%
Technology
Application Software
52.41B +2.29%
Consumer Cyclical
Other Entertainment Production
3.01B +2.94%
Consumer Cyclical
Games, Toys & Children Vehicles
49.25B -34.22%
Technology
Other Computer Hardware
3.97B +58.17%
- - 3.78M -
Technology
Mobile Application Software
1.36B -5.97%
Technology
Application Software
1.35B -22.45%
Technology
Other Software
296M -23.80%
Consumer Cyclical
Other Casinos & Gaming
11.32B -33.81%
Technology
Other Computer Hardware
1.08B +69.70%
Technology
Mobile Application Software
49.31M -31.44%
Technology
Application Software
415M -7.42%
Technology
Other Semiconductors
504B +171.63%
Technology
Application Software
206M -13.00%
Technology
Internet Gaming
738M -7.43%
Technology
Application Software
171M -17.42%
Technology
Other Software
42.75B -10.07%
Technology
Other Internet Services
551M -16.67%
Consumer Cyclical
Other Toys & Juvenile Products
7.6M -59.12%
Technology
Other Software
15.1M -13.65%
Technology
Other Computer Hardware
41.92M -52.57%
Technology
Application Software
191M +55.10%
Technology
Other Software
19.73M -71.40%
Technology
Application Software
75.1M -47.19%
Technology
Other Software
6.27M -32.10%
Technology
Other Internet Services
126M +87.24%
Technology
Other Software
723M -26.84%
Technology
Other Internet Services
134M -34.85%
Technology
Mobile Application Software
5.99M +54.35%
Technology
Other Software
6.78M +50.00%
Technology
Other IT Services & Consulting
19.79M +28.35%
Technology
Internet Gaming
1.71M +8.87%
Technology
Other Computer Hardware
74.48M -2.61%
Technology
Internet Gaming
331M -18.80%
Technology
Other IT Services & Consulting
2.8M +494.06%
Technology
Application Software
4.17M -14.94%
Technology
Other Software
1.33B -

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