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
2,98400Cr -17.23%
Technology
Internet Gaming
1.48TCr -21.30%
Technology
Other Semiconductors
4,45000Cr -2.16%
Technology
Search Engines
3,67000Cr -2.34%
Technology
Phones & Smart Phones
3,75500Cr -6.53%
Technology
Other Software
439.5Cr -14.98%
Technology
Other Computer Hardware
1.37TCr -9.81%
Technology
Other Semiconductors
32TCr -8.73%
- - 7.42TCr -
Technology
Social Media & Networking
1,61400Cr -5.65%
Technology
Other Software
1.74TCr -2.34%
Consumer Cyclical
Internet & Mail Order Department Stores
2,24900Cr -9.42%
Technology
Internet Gaming
275.92Cr +5.21%
Technology
Other Internet Services
1.03TCr +3.68%
Technology
Other Internet Services
64TCr -8.60%
Technology
Application Software
668.48Cr +3.20%
Consumer Cyclical
Games, Toys & Children Vehicles
7.35TCr -3.54%
Technology
Other Software
18Cr -17.01%
Consumer Cyclical
Other Advertising & Marketing
440.25Cr +5.34%
Technology
Other Computer Hardware
7.57Cr -5.65%
Consumer Cyclical
Other Toys & Juvenile Products
1.72TCr +2.21%
Technology
Other Software
908.17Cr -2.90%
Technology
Other Software
5.04TCr -32.64%
Technology
Internet Gaming
385.01Cr -1.05%
Technology
Other Software
841.29Cr -54.99%
Technology
Other IT Services & Consulting
23TCr -16.89%
Technology
Other Household Electronics
13TCr -14.07%
Technology
Internet Gaming
276.72Cr +9.64%
Technology
Other Software
1.48Cr -22.42%
Technology
Other Computer Hardware
26Cr -12.69%
Consumer Cyclical
Other Entertainment Production
347.63Cr +10.50%
Technology
Application Software
4.98TCr -2.44%
Technology
Other Computer Hardware
249.96Cr -3.43%
Consumer Cyclical
Other Casinos & Gaming
1.97TCr -20.61%
Technology
Internet Gaming
596.06Cr -7.52%
Technology
Other Software
35Cr -13.87%
Technology
Other Software
3.99TCr -29.35%
Technology
Mobile Application Software
110.63Cr -23.80%
Consumer Cyclical
Other Casinos & Gaming
1.26TCr -23.87%
Technology
Other Internet Services
72Cr +19.27%
Technology
Application Software
21Cr -13.68%
Technology
Other Software
2Cr -69.66%
Technology
Other Computer Hardware
57Cr -11.78%
Technology
Application Software
44Cr -3.71%
Technology
Internet Gaming
42.28L -41.03%
Technology
Other Internet Services
5.18Cr -20.88%
Technology
Other Software
3.87TCr -18.17%
Technology
Mobile Application Software
4.55Cr -39.52%
Technology
Mobile Application Software
176.46Cr -0.08%
Technology
Application Software
18Cr -23.18%
Technology
Other Computer Hardware
4.54Cr -50.81%
Technology
Application Software
133.18Cr -27.43%
- - 1.24Cr -
Technology
Application Software
119.55Cr -19.28%
Technology
Internet Gaming
86Cr +3.34%
Consumer Cyclical
Other Toys & Juvenile Products
65.56L -67.25%
Technology
Other Software
67.42L -31.02%
Technology
Other Semiconductors
23TCr +24.13%
Technology
Application Software
15Cr +14.48%
Technology
Application Software
13Cr -10.47%
Technology
Application Software
13Cr -4.18%
Technology
Other Software
65Cr -37.02%
Technology
Application Software
22Cr -36.68%
Technology
Other IT Services & Consulting
1.68Cr +5.36%
Technology
Other Internet Services
15Cr -23.12%
Technology
Application Software
62.3L +21.43%
Technology
Other IT Services & Consulting
18.95L +278.71%
Technology
Internet Gaming
47Cr +0.06%
Technology
Mobile Application Software
35.03L -15.69%
Technology
Internet Gaming
11.01L -18.15%
Technology
Other Software
40.9L -12.50%
Technology
Other Software
132.98Cr -

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  2. Investment Themes
  3. The Golden Age of Video Games
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