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
232M +137.56%
Technology
Other Computer Hardware
17.62B +27.03%
Technology
Other Internet Services
10.31B +37.60%
Consumer Cyclical
Internet & Mail Order Department Stores
2,462B +4.96%
Technology
Internet Gaming
2.55B +5.46%
Consumer Cyclical
Other Advertising & Marketing
4.18B +18.29%
Technology
Search Engines
3,777B +65.04%
Technology
Other Software
19.44B +51.35%
- - 85.33B -
Consumer Cyclical
Games, Toys & Children Vehicles
85.49B +26.62%
Technology
Other Semiconductors
360B +83.32%
Technology
Other Semiconductors
4,396B +34.73%
Technology
Other Software
3,593B +14.70%
Technology
Other Internet Services
698B +46.40%
Technology
Application Software
7.03B +32.15%
Technology
Other Software
19.79M -48.28%
Technology
Social Media & Networking
1,645B +11.48%
Technology
Other Software
74.95B +19.32%
Consumer Cyclical
Other Toys & Juvenile Products
17.94B +13.31%
Technology
Internet Gaming
18.69B +60.78%
Technology
Phones & Smart Phones
4,108B +11.03%
Consumer Cyclical
Other Entertainment Production
3.5B -17.05%
Technology
Other Software
10.17B +4.06%
Technology
Other Software
5.05B -14.53%
Technology
Application Software
223M +16.84%
Technology
Mobile Application Software
1.72B -22.44%
Technology
Internet Gaming
4.17B +5.09%
Technology
Internet Gaming
2.74B -4.93%
Technology
Internet Gaming
9.74M -96.57%
Technology
Other Household Electronics
158B +24.10%
Technology
Other IT Services & Consulting
290B +41.35%
Technology
Application Software
50.79B +39.21%
Technology
Other Computer Hardware
2.69B -45.89%
Technology
Other Computer Hardware
694M -1.51%
Consumer Cyclical
Other Casinos & Gaming
23.38B -17.04%
Technology
Internet Gaming
6.48B +36.12%
Technology
Other Software
21.07B +119.09%
Technology
Mobile Application Software
1.38B +15.70%
Technology
Other Software
395M -47.05%
Technology
Other Software
66.22B +63.05%
Technology
Application Software
1.83B -22.01%
Technology
Other Software
73.29M -22.82%
Technology
Other Semiconductors
188B +97.06%
Technology
Other Computer Hardware
290M -13.34%
Technology
Other Internet Services
88.01M +14.31%
Consumer Cyclical
Other Toys & Juvenile Products
22M -29.53%
Technology
Mobile Application Software
72.04M -22.09%
Technology
Other Internet Services
722M +5.21%
Technology
Other Computer Hardware
84.26M -30.99%
Technology
Application Software
442M -13.15%
Technology
Other Software
13.1M -23.37%
Technology
Application Software
1.44B -66.90%
Consumer Cyclical
Other Casinos & Gaming
17.37B -6.21%
Technology
Application Software
239M +5.97%
Technology
Other Software
8.4M -62.20%
Technology
Other Internet Services
208M -38.45%
Technology
Application Software
147M -30.36%
Technology
Other Software
44.79B +31.69%
Technology
Other Software
993M -52.29%
Technology
Application Software
142M +106.15%
Technology
Internet Gaming
851M -26.90%
Technology
Other Computer Hardware
106M -0.30%
Technology
Application Software
359M -23.16%
Technology
Application Software
127M -18.65%
Technology
Application Software
8.55M -71.55%
Technology
Other IT Services & Consulting
15.85M -64.27%
Technology
Internet Gaming
1.38M -55.54%
Technology
Internet Gaming
459M +15.78%
Technology
Mobile Application Software
3.29M -45.93%
Technology
Other Software
5.78M -61.54%
Technology
Application Software
5.55M -12.28%
Technology
Other IT Services & Consulting
1.89M -89.73%
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