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
Internet Gaming
2.59B +1.49%
Technology
Other Software
3,009B -15.56%
Technology
Search Engines
3,669B -4.48%
Technology
Internet Gaming
14.75B -22.05%
Technology
Other Internet Services
11.4B +5.08%
Technology
Other Semiconductors
4,447B -3.37%
Technology
Phones & Smart Phones
3,854B -5.30%
- - 73.63B -
Technology
Other Computer Hardware
13.36B -13.81%
Technology
Social Media & Networking
1,689B -1.25%
Technology
Other Semiconductors
329B -8.90%
Technology
Other Software
4.25B -15.47%
Consumer Cyclical
Internet & Mail Order Department Stores
2,328B -5.86%
Technology
Other Software
16.68B -8.93%
Technology
Application Software
6.75B +3.11%
Technology
Other Internet Services
589B -16.19%
Technology
Other Software
190M -14.56%
Consumer Cyclical
Games, Toys & Children Vehicles
63.89B -19.05%
Consumer Cyclical
Other Advertising & Marketing
3.97B -8.22%
Consumer Cyclical
Other Toys & Juvenile Products
16.91B -2.18%
Technology
Other Software
9.49B -9.56%
Technology
Other Software
52.25B -26.03%
Technology
Other Software
8.82B -54.55%
Technology
Internet Gaming
3.81B -8.90%
Technology
Other Computer Hardware
72.99M -6.52%
Technology
Other IT Services & Consulting
235B -13.19%
Technology
Other Household Electronics
128B -16.00%
Technology
Internet Gaming
2.44B +0.52%
Technology
Other Software
15.01M -19.01%
Technology
Other Computer Hardware
247M -9.84%
Technology
Other Computer Hardware
2.5B -1.14%
Technology
Application Software
184M -15.61%
Consumer Cyclical
Other Entertainment Production
3.45B +6.37%
Technology
Application Software
50.48B -1.58%
Consumer Cyclical
Other Casinos & Gaming
19.81B -20.33%
Technology
Other Software
334M -15.53%
Technology
Internet Gaming
5.92B -11.38%
Technology
Mobile Application Software
1.16B -22.93%
Consumer Cyclical
Other Casinos & Gaming
12.54B -26.36%
Technology
Application Software
217M -10.13%
Technology
Other Internet Services
52.12M -19.72%
Technology
Other Internet Services
778M +19.79%
Technology
Other Software
18.13M -74.02%
Technology
Other Software
47.77B -19.70%
Technology
Other Computer Hardware
651M +2.10%
Technology
Application Software
447M -2.54%
Technology
Internet Gaming
3.93M -41.71%
Technology
Internet Gaming
881M +0.04%
Technology
Mobile Application Software
42.68M -44.43%
Technology
Mobile Application Software
1.86B +1.71%
Technology
Other Computer Hardware
46.52M -47.30%
Technology
Application Software
1.35B -26.57%
- - 13.42M -
Technology
Application Software
1.21B -15.19%
Technology
Other Software
39.96B -17.08%
Consumer Cyclical
Other Toys & Juvenile Products
6.8M -65.07%
Technology
Application Software
146M +14.62%
Technology
Other Software
7.95M -18.52%
Technology
Other Semiconductors
228B +22.53%
Technology
Application Software
115M -23.37%
Technology
Application Software
122M -9.70%
Technology
Other Software
635M -37.83%
Technology
Application Software
233M -32.09%
Technology
Other IT Services & Consulting
15.51M -1.15%
Technology
Other Internet Services
155M -28.09%
Technology
Internet Gaming
495M +3.90%
Technology
Mobile Application Software
3.79M -7.91%
Technology
Application Software
5.9M +8.77%
Technology
Other Software
4.66M 0.00%
Technology
Internet Gaming
1M -33.87%
Technology
Other IT Services & Consulting
1.76M +256.44%
Technology
Other Software
1.33B -

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Ratings chart - Surperformance

Ratings ESG MSCI

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