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 Computer Hardware
69.09M -13.04%
Technology
Internet Gaming
6.22M -41.85%
Technology
Other Software
3,139B -12.58%
Technology
Internet Gaming
3.48B +30.27%
Technology
Other Semiconductors
4,900B +8.14%
Technology
Phones & Smart Phones
3,967B -0.60%
Technology
Other Computer Hardware
14.83B -3.31%
Technology
Search Engines
4,121B +9.16%
Consumer Cyclical
Internet & Mail Order Department Stores
2,695B +8.55%
Consumer Cyclical
Games, Toys & Children Vehicles
17.94B -1.92%
Technology
Other Semiconductors
454B +29.99%
Technology
Social Media & Networking
1,748B +4.31%
Technology
Application Software
8.05B +19.67%
Consumer Cyclical
Games, Toys & Children Vehicles
62.2B -18.69%
Consumer Cyclical
Other Advertising & Marketing
4.37B +1.76%
Consumer Cyclical
Other Toys & Juvenile Products
15.97B -5.68%
Technology
Other Software
196M -9.59%
Technology
Internet Gaming
14.03B -26.73%
Technology
Other Software
9.71B +0.49%
- - 74.29B -
Technology
Other Software
4.26B -14.21%
Technology
Internet Gaming
3.72B -7.58%
Technology
Other Internet Services
588B -14.77%
Technology
Other Internet Services
10.48B +2.28%
Technology
Other IT Services & Consulting
238B -14.43%
Technology
Other Household Electronics
127B -15.63%
Technology
Other Computer Hardware
231M -15.82%
Technology
Other Software
11.31B -41.32%
Technology
Other Software
55.94B -28.41%
Technology
Internet Gaming
2.75B +6.94%
Technology
Mobile Application Software
1.32B -12.29%
Technology
Other Software
20.17M +8.19%
Technology
Internet Gaming
6.04B -7.34%
Consumer Cyclical
Other Casinos & Gaming
21.4B -15.64%
Technology
Other Software
39.26B -17.18%
Technology
Other Software
368M -11.02%
Technology
Other Software
42.76B -25.53%
Consumer Cyclical
Other Entertainment Production
3.26B +3.76%
Technology
Application Software
51.01B -0.24%
Technology
Other Internet Services
711M +10.42%
Technology
Other Software
30.21M -55.30%
Technology
Other Computer Hardware
2.47B -4.37%
Technology
Application Software
479M +0.39%
Technology
Application Software
1.57B -16.61%
Consumer Cyclical
Other Casinos & Gaming
11.31B -33.78%
Technology
Other Computer Hardware
691M +9.09%
Technology
Mobile Application Software
51.56M -33.95%
Technology
Mobile Application Software
1.86B +8.08%
Technology
Other Semiconductors
344B +85.64%
- - 11.23M -
Technology
Application Software
1.54B +3.79%
Consumer Cyclical
Other Toys & Juvenile Products
8.52M -57.42%
Technology
Application Software
204M -16.32%
Technology
Other Computer Hardware
60.33M -36.22%
Technology
Application Software
172M -22.42%
Technology
Other Software
7.79M -21.60%
Technology
Application Software
100M -31.29%
Technology
Application Software
160M +21.57%
Technology
Internet Gaming
855M +1.07%
Technology
Application Software
181M +29.09%
Technology
Other Internet Services
60.37M -10.21%
Technology
Other Software
806M -21.30%
Technology
Application Software
260M -23.63%
Technology
Other IT Services & Consulting
17.69M +8.81%
Technology
Other Internet Services
145M -29.41%
Technology
Other IT Services & Consulting
4.17M +731.68%
Technology
Internet Gaming
1.67M +20.16%
Technology
Internet Gaming
472M +0.38%
Technology
Mobile Application Software
3.55M -15.69%
Technology
Other Software
4.66M 0.00%
Technology
Application Software
6.32M +15.91%
Technology
Other Software
1.33B -

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