Investment Themes

Wager on connected gambling

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Investment Themes

The influence of religious authorities in Western societies has long contributed to a prohibitive policy towards gambling. However, morals evolved, and technologies have allowed this industry to take a new turn, opening the door to online gambling. It has undergone a major evolution in recent years, allowing the sector to grow by almost 10% per year.

Online gambling began in the mid-1990s. But many countries have slowed down the expansion of the sector, mainly for ethical reasons. A restraint that not all territories have had. Indeed, while the Channel Islands, Gibraltar, Antigua and Barbuda and the Isle of Man saw an economic opportunity, others were afraid of losing control over addiction and taxation. But over the last ten years, a movement towards greater flexibility has emerged in several countries: France allowed sports betting and card gambling in 2010 (online casinos remain illegal), Spain legalized the majority of gambling in 2012. In 2019, seven US states and Switzerland passed laws in favor of legalizing online gambling. This trend is expected to continue over the next few years, allowing this market, whose revenues are estimated at more than $50 billion a year, to keep growing. However, these legislative developments risk increasing the market's demands for transparency and security. Although this phenomenon could lead to the disappearance of some players, it should also encourage innovation and merger/acquisition processes, leaving investors with multiple opportunities to grow their capital. Moreover, the transformation of our societies towards a model that is increasingly connected should benefit the sector, away from brick-and-mortar casinos. In particular, the progress of virtual reality will enable players to access an increasingly immersive experience, while the explosion of eSport in recent years should give bookmakers the opportunity to target a new clientele. Here is a list of the different players in the sector. It is designed to give you a glimpse of what's going on in the world. You can then bet on your right horse, using our Stock Screener to customize this list according to your investment criteria.

Our selection

Consumer Cyclical
Casinos
13Cr +4.40%
- - 277.69Cr -
Technology
Internet Gaming
19Cr +31.55%
Technology
Other Internet Services
230.22Cr +13.06%
Consumer Cyclical
Other Casinos & Gaming
79Cr +44.65%
Consumer Cyclical
Casinos
152.9Cr +4.94%
Consumer Cyclical
Other Casinos & Gaming
126.6Cr -3.50%
Technology
Internet Gaming
20Cr -18.23%
Consumer Cyclical
Other Casinos & Gaming
793.4Cr +21.91%
Consumer Cyclical
Gambling & Gaming Machine Manufacturers
693.09Cr -4.91%
Consumer Cyclical
Gambling & Gaming Machine Manufacturers
51Cr +7.29%
Consumer Cyclical
Other Casinos & Gaming
2.6TCr -6.32%
Consumer Cyclical
Other Casinos & Gaming
1.44TCr -21.55%
Consumer Cyclical
Other Casinos & Gaming
43Cr -8.05%
Technology
Business to Business
5.5Cr +6.30%
Consumer Cyclical
Gambling & Gaming Machine Manufacturers
20Cr +6.36%
Consumer Cyclical
Other Casinos & Gaming
38Cr +24.38%
Consumer Cyclical
Casinos
665.1Cr -7.84%
Consumer Cyclical
Other Casinos & Gaming
680.1Cr -14.45%
Consumer Cyclical
Other Casinos & Gaming
2.43Cr +20.97%
Consumer Cyclical
Lottery Operators
45Cr -6.96%
Consumer Cyclical
Other Casinos & Gaming
39Cr -30.68%
Consumer Cyclical
Other Casinos & Gaming
1.81TCr -1.88%
Consumer Cyclical
Casinos
863.53Cr -8.43%
Consumer Cyclical
Other Casinos & Gaming
692.27Cr -28.23%
Consumer Cyclical
Other Casinos & Gaming
596.44Cr +1.01%
- - 4.67TCr -
Consumer Cyclical
Other Casinos & Gaming
26Cr +19.00%
Consumer Cyclical
Casinos
871.56Cr -2.30%
Consumer Cyclical
Casinos
110.56Cr +31.86%
Consumer Cyclical
Other Casinos & Gaming
33Cr -12.67%
Consumer Cyclical
Other Casinos & Gaming
21Cr -38.51%
Consumer Cyclical
Casinos
2.85TCr -21.48%
Technology
Other Internet Services
86Cr +20.20%
Consumer Cyclical
Other Casinos & Gaming
296.4Cr -17.33%
Consumer Cyclical
Other Casinos & Gaming
227.12Cr -21.24%
Technology
Internet Gaming
1.35Cr -35.50%
Consumer Cyclical
Casinos
219.85Cr -9.67%
Consumer Cyclical
Other Casinos & Gaming
653.26Cr +9.34%
Consumer Cyclical
Other Casinos & Gaming
531.57Cr -23.52%
Consumer Cyclical
Other Casinos & Gaming
42Cr -36.55%
Consumer Cyclical
Other Casinos & Gaming
135.86Cr -54.55%
Consumer Cyclical
Casinos
21Cr -2.28%
Consumer Cyclical
Other Casinos & Gaming
43Cr +0.79%
- - 90Cr -
Consumer Cyclical
Casinos
5.93Cr -2.71%
Technology
Other Software
1.08Cr +43.48%
Healthcare
Other Medical Equipment, Supplies & Distribution
1.33Cr +54.21%
Consumer Cyclical
Horse & Dog Race Tracks
2.21Cr -19.49%
Consumer Cyclical
Other Casinos & Gaming
1.08Cr +231.33%
Technology
Internet Gaming
64.56L +36.00%
Consumer Cyclical
Other Casinos & Gaming
28Cr -17.93%
Industrials
Data Processing Services
6.19Cr -6.67%
Consumer Cyclical
Other Casinos & Gaming
34Cr -14.49%
Technology
Other Software
9.15Cr +8.24%
Technology
Cryptocurrency Mining
3.25Cr -19.05%
Technology
Internet Gaming
1.62Cr +83.33%
Consumer Cyclical
Horse & Dog Race Tracks
3.14Cr 0.00%
Consumer Cyclical
Other Casinos & Gaming
1.82Cr -42.40%
Consumer Cyclical
Other Casinos & Gaming
5.24Cr +35.09%
Consumer Cyclical
Lottery Operators
22.16L -3.17%
Technology
Internet Gaming
43.09T -
Consumer Cyclical
Other Casinos & Gaming
16.52T 0.00%

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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. Wager on connected gambling