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
Technology | Other Software | 3.51Cr | -2.91% | ||
- | - | 8.35TCr | - | ||
Technology | Search Engines | 2,12600Cr | -7.73% | ||
Technology | Other Internet Services | 816.84Cr | +10.55% | ||
Technology | Mobile Application Software | 205.68Cr | -14.77% | ||
Technology | Application Software | 28Cr | +26.46% | ||
Technology | Other Software | 9.14TCr | +45.50% | ||
Technology | Other Software | 624.16Cr | +15.90% | ||
Technology | Other Software | 3,53000Cr | +12.68% | ||
Technology | Other Software | 1.93TCr | +40.64% | ||
Technology | Social Media & Networking | 1,71700Cr | +16.63% | ||
Technology | Other Internet Services | 59TCr | +21.94% | ||
Consumer Cyclical | Other Toys & Juvenile Products | 2.17TCr | +27.47% | ||
Consumer Cyclical | Internet & Mail Order Department Stores | 2,25200Cr | -3.32% | ||
Technology | Other Software | 1.34TCr | +33.13% | ||
Technology | Application Software | 733.42Cr | +41.60% | ||
Technology | Other Semiconductors | 3,46400Cr | +5.72% | ||
Technology | Mobile Application Software | 130.08Cr | +12.01% | ||
Technology | Other Software | 15Cr | +44.39% | ||
Consumer Cyclical | Other Advertising & Marketing | 515.52Cr | +37.59% | ||
Technology | Other Software | 60Cr | -12.51% | ||
Technology | Other Internet Services | 508.48Cr | +25.94% | ||
Technology | Phones & Smart Phones | 2,93400Cr | -21.55% | ||
Consumer Cyclical | Games, Toys & Children Vehicles | 9.55TCr | +28.94% | ||
Technology | Other Computer Hardware | 414.54Cr | -20.98% | ||
Technology | Other Household Electronics | 16TCr | +10.89% | ||
Technology | Other Software | 6.59TCr | +67.94% | ||
Technology | Other Computer Hardware | 96Cr | +36.91% | ||
Consumer Cyclical | Other Casinos & Gaming | 2.6TCr | -5.68% | ||
Technology | Other Computer Hardware | 1.27TCr | -6.93% | ||
Technology | Application Software | 206.28Cr | -9.20% | ||
Technology | Other Semiconductors | 19TCr | -3.83% | ||
Technology | Other IT Services & Consulting | 25TCr | +26.11% | ||
Consumer Cyclical | Other Entertainment Production | 449.49Cr | +1.11% | ||
Technology | Internet Gaming | 250.84Cr | -3.60% | ||
Technology | Other Software | 1.62Cr | -31.27% | ||
Technology | Other Software | 983.53Cr | +5.30% | ||
Technology | Internet Gaming | 778.22Cr | +55.99% | ||
Technology | Internet Gaming | 101.72Cr | -18.69% | ||
Technology | Mobile Application Software | 9.63Cr | +6.36% | ||
Technology | Application Software | 3.72TCr | +1.49% | ||
Consumer Cyclical | Other Casinos & Gaming | 1.81TCr | -1.88% | ||
Technology | Internet Gaming | 348.85Cr | +12.38% | ||
Technology | Other IT Services & Consulting | 3.25Cr | -26.87% | ||
Technology | Application Software | 58Cr | +16.22% | ||
Technology | Application Software | 18Cr | -14.55% | ||
Technology | Internet Gaming | 1.59TCr | +14.56% | ||
Technology | Other Software | 7.64Cr | -16.24% | ||
Technology | Other Computer Hardware | 26Cr | -25.82% | ||
Technology | Other Computer Hardware | 8.05Cr | -35.77% | ||
Consumer Cyclical | Other Casinos & Gaming | 21Cr | -38.51% | ||
Technology | Application Software | 22Cr | +18.77% | ||
Consumer Cyclical | Other Toys & Juvenile Products | 2.27Cr | -24.79% | ||
Technology | Other Internet Services | 89Cr | +27.04% | ||
Technology | Other Computer Hardware | 12Cr | +16.07% | ||
Technology | Other Internet Services | 20Cr | -41.03% | ||
Technology | Other Software | 4.21TCr | +25.07% | ||
Technology | Application Software | 12Cr | +75.00% | ||
Technology | Internet Gaming | 34.02L | -81.41% | ||
Technology | Application Software | 263.04Cr | -38.56% | ||
Technology | Application Software | 39Cr | -7.96% | ||
Technology | Internet Gaming | 14.17L | -53.04% | ||
Technology | Other Semiconductors | 8.79TCr | +0.45% | ||
Technology | Other Internet Services | 9.75Cr | +21.87% | ||
Technology | Other Software | 138.61Cr | -28.93% | ||
Technology | Other Software | 2.25Cr | +28.14% | ||
Technology | Application Software | 13Cr | -14.48% | ||
Technology | Application Software | 55.93L | +2.05% | ||
Technology | Internet Gaming | 32Cr | -18.06% | ||
Technology | Other Software | 58.6L | -61.54% | ||
Technology | Mobile Application Software | 37.25L | -39.56% | ||
Technology | Other IT Services & Consulting | 1.48Cr | -20.00% | ||
Consumer Cyclical | Games, Toys & Children Vehicles | 16.17L | +176.00% | ||
Technology | Application Software | 34.66L | -39.31% | ||
Technology | Other Software | 132.98Cr | - | ||
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Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
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- Investment Themes
- The Golden Age of Video Games