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
66.45M -15.65%
Technology
Internet Gaming
5.51M -48.54%
Technology
Internet Gaming
3.12B +18.61%
Technology
Other Software
2,854B -20.52%
Technology
Other Semiconductors
4,599B +1.51%
Technology
Phones & Smart Phones
3,805B -4.66%
Technology
Other Computer Hardware
13.61B -8.49%
Technology
Search Engines
3,875B +2.65%
- - 71.06B -
Technology
Social Media & Networking
1,605B -3.87%
Consumer Cyclical
Internet & Mail Order Department Stores
2,580B +3.93%
Technology
Other Software
16.84B -4.08%
Technology
Other Semiconductors
402B +15.25%
Technology
Application Software
6.75B +6.47%
Consumer Cyclical
Games, Toys & Children Vehicles
59.29B -22.61%
Technology
Other Internet Services
10.17B -0.49%
Consumer Cyclical
Other Advertising & Marketing
4.07B -1.94%
Consumer Cyclical
Other Toys & Juvenile Products
15.25B -7.45%
Technology
Other Software
181M -15.69%
Technology
Internet Gaming
13.08B -30.59%
Technology
Other Software
3.91B -17.16%
Technology
Other Software
8.92B -2.49%
Technology
Other Internet Services
564B -17.66%
Technology
Internet Gaming
3.34B -13.59%
Technology
Other IT Services & Consulting
223B -19.71%
Technology
Other Household Electronics
120B -18.49%
Technology
Other Computer Hardware
206M -25.02%
Technology
Other Software
9.95B -48.38%
Technology
Other Software
51.16B -32.26%
Technology
Internet Gaming
2.63B +4.04%
Technology
Mobile Application Software
1.23B -17.44%
Technology
Application Software
50.69B -0.87%
Consumer Cyclical
Other Entertainment Production
3.02B +0.04%
Technology
Internet Gaming
5.69B -10.40%
Consumer Cyclical
Other Casinos & Gaming
19.97B -19.59%
Technology
Other Software
37.29B -21.35%
Technology
Other Software
337M -16.61%
Technology
Other Software
40.86B -28.84%
Consumer Cyclical
Other Casinos & Gaming
11.16B -34.68%
Technology
Other Internet Services
711M +10.42%
Technology
Other Software
15.49M -77.33%
Technology
Other Computer Hardware
2.38B -6.76%
Technology
Other Software
18.48M -1.36%
Technology
Application Software
448M -2.93%
Technology
Other Computer Hardware
642M +1.35%
Technology
Mobile Application Software
48.06M -36.79%
Technology
Mobile Application Software
1.75B +3.82%
Technology
Application Software
1.4B -25.28%
- - 11.96M -
Technology
Application Software
1.3B -9.92%
Consumer Cyclical
Other Toys & Juvenile Products
6.14M -69.05%
Technology
Other Computer Hardware
56.91M -39.12%
Technology
Application Software
202M -15.66%
Technology
Application Software
161M -25.61%
Technology
Other Semiconductors
327B +76.64%
Technology
Application Software
128M -7.15%
Technology
Application Software
166M +29.99%
Technology
Internet Gaming
826M -0.40%
Technology
Other Software
7.3M -25.77%
Technology
Application Software
167M +21.29%
Technology
Other Internet Services
39.31M -41.53%
Technology
Other Software
660M -31.90%
Technology
Application Software
229M -30.00%
Technology
Other IT Services & Consulting
16.33M -4.21%
Technology
Other Internet Services
145M -29.12%
Technology
Other IT Services & Consulting
4.35M +773.76%
Technology
Internet Gaming
1.62M +17.74%
Technology
Application Software
6.55M +18.51%
Technology
Mobile Application Software
3.48M -13.75%
Technology
Internet Gaming
443M -5.69%
Technology
Other Software
4.03M -12.50%
Technology
Other Software
1.33B -

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