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
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

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