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
Other Casinos & Gaming
2.14B +7.41%
Consumer Cyclical
Other Casinos & Gaming
393M -27.02%
Consumer Cyclical
Casinos
1.76B +2.97%
Consumer Cyclical
Other Casinos & Gaming
6.04B -23.98%
Technology
Internet Gaming
117M -21.91%
Consumer Cyclical
Lottery Operators
377M -2.22%
Consumer Cyclical
Other Casinos & Gaming
314M -20.88%
- - 1.42B -
Consumer Cyclical
Other Casinos & Gaming
578M -7.05%
Consumer Cyclical
Other Casinos & Gaming
6.05B -5.99%
Technology
Other Internet Services
916M +26.07%
Consumer Cyclical
Casinos
1.63B -4.29%
Industrials
Data Processing Services
134M -10.81%
Consumer Cyclical
Other Casinos & Gaming
12.16B -10.86%
Consumer Cyclical
Other Casinos & Gaming
5B -23.79%
Consumer Cyclical
Casinos
6.52B -7.59%
Consumer Cyclical
Other Casinos & Gaming
5.48B +8.38%
Consumer Cyclical
Other Casinos & Gaming
1.39B +25.75%
Consumer Cyclical
Casinos
79.37M -7.81%
Consumer Cyclical
Casinos
36.01B -17.65%
Consumer Cyclical
Other Casinos & Gaming
20.12B -22.12%
Consumer Cyclical
Casinos
10.44B -15.56%
Consumer Cyclical
Gambling & Gaming Machine Manufacturers
248M +3.96%
Consumer Cyclical
Other Casinos & Gaming
12.4B -27.02%
Consumer Cyclical
Other Casinos & Gaming
175M +31.08%
Consumer Cyclical
Other Casinos & Gaming
222M -0.55%
Consumer Cyclical
Other Casinos & Gaming
5.84B -26.32%
Consumer Cyclical
Casinos
9.1B -2.52%
Technology
Other Internet Services
1.33B -51.09%
- - 7.02B -
Consumer Cyclical
Other Casinos & Gaming
441M -5.80%
Technology
Business to Business
57.39M +10.22%
Consumer Cyclical
Other Casinos & Gaming
463M -1.55%
- - 19.68B -
Consumer Cyclical
Lottery Operators
2.47B -13.44%
Consumer Cyclical
Other Casinos & Gaming
1.86B -0.75%
Consumer Cyclical
Other Casinos & Gaming
536M -8.33%
Technology
Internet Gaming
8.06M -12.77%
Consumer Cyclical
Casinos
200M -0.28%
Consumer Cyclical
Other Casinos & Gaming
5.37B +12.87%
Technology
Internet Gaming
214M -15.06%
Consumer Cyclical
Other Casinos & Gaming
21.49M +23.36%
Consumer Cyclical
Casinos
2.11B -7.05%
Technology
Cryptocurrency Mining
15.56M +24.13%
Technology
Internet Gaming
2.81M -12.55%
Consumer Cyclical
Horse & Dog Race Tracks
25.23M -6.59%
Technology
Internet Gaming
15.21M -17.65%
- - 897M -
Consumer Cyclical
Other Casinos & Gaming
17.66M -16.99%
Utilities
Other Electric Utilities
28.12M -1.38%
Technology
Other Software
91.53M -.--%
Consumer Cyclical
Other Casinos & Gaming
4.13K -50.00%
Consumer Cyclical
Lottery Operators
5.76M +86.84%
Consumer Cyclical
Other Casinos & Gaming
23.1M -2.35%
Consumer Cyclical
Horse & Dog Race Tracks
31.36M -3.61%
Consumer Cyclical
Other Casinos & Gaming
322M -3.77%
Consumer Cyclical
Other Casinos & Gaming
170M -16.23%
Consumer Cyclical
Other Casinos & Gaming
4.01M -16.67%
Industrials
Diversified Industrial Goods Wholesale
26.74M +10.00%
Technology
Other Software
11.81M -.--%
Consumer Cyclical
Casinos
48.43M +12.18%

News 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