Investment Themes
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 | - | ||
News of the components
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Heatmap
Calendar of the components
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