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
4.32B -11.32%
Consumer Cyclical
Internet & Mail Order Department Stores
2,788B +10.47%
Technology
Search Engines
4,319B +12.19%
Technology
Other Software
19.02B -2.40%
Technology
Other Software
18.12B -1.29%
Technology
Other Semiconductors
5,491B +22.72%
Technology
Other Software
11.65B +20.16%
Technology
Internet Gaming
2.92B +10.67%
Technology
Other Software
3,725B +2.97%
Technology
Other Semiconductors
1,005B +191.26%
Technology
Phones & Smart Phones
4,947B +24.97%
Technology
Application Software
6.53B +2.70%
Technology
Social Media & Networking
1,888B +11.59%
Consumer Cyclical
Other Toys & Juvenile Products
22.75B +33.89%
Consumer Cyclical
Other Advertising & Marketing
4.06B -5.83%
Technology
Application Software
286M +20.92%
- - 75.61B -
Technology
Other Internet Services
6.35B -37.82%
Technology
Internet Gaming
8.75M -26.29%
Technology
Other Computer Hardware
4.07B +59.73%
Technology
Mobile Application Software
1.5B +0.30%
Technology
Other Household Electronics
138B -8.13%
Technology
Other Software
285M +39.50%
Technology
Internet Gaming
6.86B +4.70%
Technology
Other Computer Hardware
14.75B +5.42%
Technology
Internet Gaming
3.61B -10.78%
Technology
Other Software
62.87B -18.73%
Technology
Mobile Application Software
1.57B +13.69%
Technology
Other Internet Services
493B -24.61%
Technology
Application Software
137M -7.60%
Technology
Other Computer Hardware
1.46B +128.62%
Technology
Internet Gaming
2.01B -28.08%
Technology
Application Software
1.85B +42.06%
Technology
Other Software
36.61B -38.45%
Consumer Cyclical
Games, Toys & Children Vehicles
61.05B -21.29%
Consumer Cyclical
Other Casinos & Gaming
25.81B +6.41%
Technology
Other IT Services & Consulting
219B -21.89%
- - 4.47M -
Technology
Internet Gaming
15.94B -16.38%
Consumer Cyclical
Other Entertainment Production
4.21B +33.33%
Technology
Other Computer Hardware
227M -8.77%
Technology
Application Software
1.66B -4.49%
Consumer Cyclical
Other Casinos & Gaming
10.91B -36.74%
Technology
Mobile Application Software
48.91M -30.68%
Technology
Application Software
354M +10.92%
Technology
Other Software
39.25B -19.72%
Technology
Other Software
252M -36.30%
Technology
Other Semiconductors
640B +235.66%
Consumer Cyclical
Other Toys & Juvenile Products
2.65M -86.79%
Technology
Application Software
208M -6.36%
Technology
Application Software
134M +10.78%
Technology
Other Software
8.68M -86.74%
Technology
Application Software
80.49M -41.25%
Technology
Other Software
16.52M +4.29%
Technology
Other Computer Hardware
41.05M -53.78%
Technology
Internet Gaming
841M +0.52%
Technology
Other Internet Services
514M -17.71%
Technology
Other Software
5.53M -42.13%
Technology
Other Software
821M -15.99%
Technology
Other Internet Services
144M -30.74%
Technology
Application Software
5.17M +3.57%
Technology
Other Internet Services
178M +192.34%
Technology
Internet Gaming
335M -15.35%
Technology
Other IT Services & Consulting
17.35M +19.54%
Technology
Other Computer Hardware
71.44M -9.13%
Technology
Application Software
401M -9.77%
Technology
Mobile Application Software
5.35M +48.51%
Technology
Other IT Services & Consulting
2.01M +339.60%
Technology
Other Software
4.53M -12.50%
Technology
Internet Gaming
1.69M +31.05%
Technology
Other Software
1.33B -

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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
-40%: Exceptional extension
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