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
31.61M -11.55%
Technology
Mobile Application Software
1.8B -23.48%
Technology
Other Internet Services
10.31B +39.15%
- - 86.07B -
Technology
Search Engines
2,250B -2.24%
Technology
Other Software
99.78B +58.86%
Technology
Application Software
248M +11.10%
Technology
Other Software
3,791B +21.01%
Technology
Social Media & Networking
1,771B +20.28%
Consumer Cyclical
Internet & Mail Order Department Stores
2,401B +3.07%
Technology
Other Software
18.85B +39.49%
Technology
Application Software
7.39B +40.82%
Technology
Other Internet Services
600B +24.46%
Technology
Other Software
12.59B +28.58%
Technology
Other Software
6.41B +7.43%
Consumer Cyclical
Other Toys & Juvenile Products
19.53B +20.35%
Technology
Other Internet Services
4.42B +11.85%
Technology
Other Semiconductors
4,207B +28.39%
Consumer Cyclical
Games, Toys & Children Vehicles
102B +40.00%
Consumer Cyclical
Other Advertising & Marketing
5.27B +40.78%
Consumer Cyclical
Other Entertainment Production
4.42B +1.46%
Technology
Phones & Smart Phones
3,154B -15.67%
Technology
Other Internet Services
242M -28.46%
Technology
Other Software
192M +80.49%
Technology
Other Computer Hardware
982M +40.39%
Technology
Other Software
760M +3.49%
Technology
Other Software
14.09M -36.08%
Technology
Application Software
1.94B -13.44%
Technology
Mobile Application Software
1.27B +10.64%
Technology
Other Semiconductors
255B +29.97%
Technology
Other IT Services & Consulting
266B +30.04%
Technology
Other Computer Hardware
4.18B -20.71%
Technology
Other Software
84.45B +115.17%
Technology
Other Household Electronics
144B +5.82%
Technology
Internet Gaming
2.93B +14.42%
Technology
Other Computer Hardware
14.12B +1.95%
Consumer Cyclical
Other Casinos & Gaming
27.68B -0.32%
Consumer Cyclical
Other Casinos & Gaming
21.7B +17.53%
Technology
Internet Gaming
3.61B +18.38%
Technology
Other Software
15.28B +63.55%
Technology
Internet Gaming
8.21B +65.04%
Technology
Application Software
531M +5.77%
Technology
Application Software
37.72B +2.60%
Technology
Other Software
19.31M +11.81%
Technology
Internet Gaming
1.02B -16.02%
Technology
Internet Gaming
14.9B +16.62%
Technology
Mobile Application Software
90.53M +2.18%
Technology
Application Software
2.47B -41.38%
Technology
Other Computer Hardware
84.12M -32.39%
Technology
Other Computer Hardware
262M -24.78%
Technology
Application Software
247M +30.53%
Consumer Cyclical
Other Casinos & Gaming
167M -49.17%
Consumer Cyclical
Other Toys & Juvenile Products
30.36M -1.95%
Technology
Other Internet Services
761M +8.79%
Technology
Other Software
104M +10.47%
Technology
Other Computer Hardware
136M +33.78%
Technology
Application Software
141M +107.69%
Technology
Application Software
238M +10.49%
Technology
Other Software
1.46B -27.98%
Technology
Other Software
42.28B +25.59%
Technology
Internet Gaming
3.4M -81.42%
Technology
Application Software
323M -23.28%
Technology
Other Semiconductors
101B +15.21%
Technology
Other Internet Services
111M +38.17%
Technology
Other Software
14.5M -3.85%
Technology
Internet Gaming
447M +12.75%
Technology
Other IT Services & Consulting
39.45M -7.20%
Technology
Application Software
125M -16.20%
Technology
Application Software
4.63M -12.02%
Technology
Application Software
7.87M +42.76%
Consumer Cyclical
Games, Toys & Children Vehicles
1.11M +93.60%
Technology
Internet Gaming
1.32M -55.54%
Technology
Mobile Application Software
3.76M -35.49%
Technology
Other IT Services & Consulting
14.68M -16.67%
Technology
Other Software
1.33B -

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Calendar of the components

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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