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
24Cr +137.56%
Technology
Other Computer Hardware
1.75TCr +27.03%
Technology
Other Internet Services
1.05TCr +37.60%
Consumer Cyclical
Internet & Mail Order Department Stores
2,47800Cr +4.96%
Technology
Internet Gaming
264.48Cr +5.46%
Consumer Cyclical
Other Advertising & Marketing
430.41Cr +18.61%
Technology
Search Engines
3,86800Cr +65.04%
Technology
Other Software
1.97TCr +52.67%
- - 8.58TCr -
Consumer Cyclical
Games, Toys & Children Vehicles
8.62TCr +26.13%
Technology
Other Semiconductors
36TCr +83.32%
Technology
Other Semiconductors
4,46600Cr +34.73%
Technology
Other Software
3,55700Cr +14.70%
Technology
Other Internet Services
70TCr +44.24%
Technology
Application Software
675.82Cr +32.15%
Technology
Other Software
1.98Cr -48.28%
Technology
Social Media & Networking
1,63900Cr +11.48%
Technology
Other Software
7.35TCr +19.32%
Consumer Cyclical
Other Toys & Juvenile Products
1.78TCr +14.77%
Technology
Internet Gaming
1.88TCr +59.98%
Technology
Phones & Smart Phones
4,11900Cr +11.03%
Consumer Cyclical
Other Entertainment Production
350.62Cr -14.94%
Technology
Other Software
999.68Cr +7.25%
Technology
Other Software
520.17Cr -15.78%
Technology
Application Software
22Cr +16.84%
Technology
Mobile Application Software
174.91Cr -22.25%
Technology
Internet Gaming
425.4Cr +5.22%
Technology
Internet Gaming
275.32Cr -4.93%
Technology
Internet Gaming
97.22L -96.57%
Technology
Other Household Electronics
16TCr +23.72%
Technology
Other IT Services & Consulting
29TCr +41.35%
Technology
Application Software
5.08TCr +39.21%
Technology
Other Computer Hardware
73Cr -1.51%
Technology
Other Computer Hardware
267Cr -45.89%
Consumer Cyclical
Other Casinos & Gaming
2.37TCr -16.22%
Technology
Other Software
2.1TCr +119.09%
Technology
Mobile Application Software
139.62Cr +15.70%
Technology
Internet Gaming
661.11Cr +36.92%
Technology
Other Software
39Cr -47.05%
Technology
Other Software
6.62TCr +63.05%
Technology
Application Software
181.63Cr -22.01%
Technology
Other Software
7.25Cr -22.82%
Technology
Other Computer Hardware
29Cr -13.34%
Technology
Other Semiconductors
19TCr +97.06%
Technology
Other Internet Services
8.94Cr +14.31%
Consumer Cyclical
Other Toys & Juvenile Products
2.19Cr -29.53%
Technology
Other Internet Services
74Cr +5.21%
Technology
Mobile Application Software
7.19Cr -22.09%
Technology
Other Computer Hardware
8.01Cr -30.99%
Technology
Application Software
44Cr -13.15%
Technology
Other Software
1.4Cr -24.87%
Technology
Application Software
145.39Cr -66.90%
Consumer Cyclical
Other Casinos & Gaming
1.72TCr -6.21%
Technology
Application Software
23Cr +5.97%
Technology
Other Software
90.53L -62.20%
Technology
Other Internet Services
21Cr -38.45%
Technology
Application Software
15Cr -30.36%
Technology
Other Software
4.55TCr +31.69%
Technology
Other Software
95Cr -52.29%
Technology
Application Software
14Cr +106.15%
Technology
Internet Gaming
85Cr -26.39%
Technology
Other Computer Hardware
11Cr -0.30%
Technology
Application Software
36Cr -23.16%
Technology
Application Software
13Cr -18.65%
Technology
Application Software
81.92L -71.55%
Technology
Other IT Services & Consulting
1.53Cr -64.27%
Technology
Internet Gaming
46Cr +15.78%
Technology
Internet Gaming
13.12L -55.54%
Technology
Mobile Application Software
33.62L -45.93%
Technology
Other Software
57.5L -61.54%
Technology
Application Software
59.51L -12.28%
Technology
Other IT Services & Consulting
18.64L -89.73%
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