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

Consumer Cyclical
Internet & Mail Order Department Stores
2,645B +6.78%
Technology
Other Internet Services
12.07B +29.24%
Technology
Other Software
220M +6.43%
Technology
Internet Gaming
2.96B +10.67%
Technology
Other Computer Hardware
14.17B -5.59%
Technology
Search Engines
3,968B +6.03%
- - 88.11B -
Technology
Other Software
18.07B +0.66%
Consumer Cyclical
Games, Toys & Children Vehicles
74.87B -5.66%
Technology
Other Semiconductors
4,492B -0.84%
Technology
Other Semiconductors
331B -3.02%
Technology
Other Software
3,562B -1.33%
Technology
Other Internet Services
706B +5.01%
Technology
Application Software
6.64B 0.00%
Technology
Other Software
19.68M +8.38%
Technology
Social Media & Networking
1,646B -2.75%
Technology
Internet Gaming
20.18B +7.00%
Consumer Cyclical
Other Toys & Juvenile Products
17.24B +1.80%
Technology
Phones & Smart Phones
3,812B -4.27%
Technology
Internet Gaming
4.05B +0.13%
Consumer Cyclical
Other Entertainment Production
3.32B +1.67%
Technology
Other Software
9.66B +0.27%
Consumer Cyclical
Other Advertising & Marketing
4.48B +4.86%
Technology
Other Software
5.45B +10.69%
Technology
Other Software
79.05B +3.15%
Technology
Other Household Electronics
146B -3.90%
Technology
Application Software
50.9B -0.04%
Technology
Internet Gaming
2.73B +0.73%
Technology
Application Software
214M -1.82%
Technology
Other IT Services & Consulting
284B +5.39%
Technology
Other Computer Hardware
615M -0.67%
Technology
Other Computer Hardware
2.6B +4.06%
Consumer Cyclical
Other Casinos & Gaming
23.49B -1.62%
Technology
Other Software
19.11B +7.06%
Technology
Other Software
67.11M -1.14%
Technology
Internet Gaming
889M +5.40%
Technology
Mobile Application Software
1.36B -5.67%
Technology
Internet Gaming
6.38B -3.69%
Technology
Other Computer Hardware
75.39M -3.70%
Technology
Other Software
428M +8.22%
Technology
Other Software
51.43B -5.32%
Technology
Application Software
1.74B -5.23%
Technology
Mobile Application Software
1.81B +1.14%
Technology
Other Internet Services
66.17M +0.70%
Technology
Other Semiconductors
227B +19.40%
Technology
Other Computer Hardware
257M -2.85%
Consumer Cyclical
Other Toys & Juvenile Products
19.66M +0.66%
Technology
Application Software
1.27B -13.89%
Technology
Other Internet Services
782M +26.74%
Technology
Application Software
483M +5.66%
Technology
Other Software
12.75M -1.99%
Technology
Application Software
243M +1.45%
Technology
Internet Gaming
7.74M +11.35%
Technology
Mobile Application Software
79.7M +1.64%
Consumer Cyclical
Other Casinos & Gaming
17.51B +1.45%
Technology
Other Software
10.4M +2.16%
Technology
Application Software
129M -10.98%
Technology
Other Software
46.33B -2.78%
Technology
Other Software
951M -3.97%
Technology
Application Software
142M +0.95%
Technology
Application Software
308M -17.38%
Technology
Other Computer Hardware
84.05M -10.30%
Technology
Application Software
12.75M +1.38%
Technology
Other Internet Services
205M +1.18%
Technology
Other IT Services & Consulting
16.05M +1.92%
Technology
Application Software
124M -0.15%
Technology
Internet Gaming
494M +10.10%
Technology
Internet Gaming
1.3M -8.47%
Technology
Mobile Application Software
3.68M -11.80%
Technology
Application Software
7.64M +36.04%
Technology
Other Software
5.15M +12.50%
Technology
Other IT Services & Consulting
650K +12.87%
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