Investment Themes
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 | 3.01B | +18.11% | ||
| Technology | Other Software | 3.7B | -24.82% | ||
| Technology | Internet Gaming | 4.61M | -58.09% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,503B | +0.81% | ||
| Technology | Search Engines | 4,102B | +7.79% | ||
| Technology | Other Semiconductors | 4,663B | +3.23% | ||
| Technology | Social Media & Networking | 1,397B | -16.64% | ||
| Technology | Phones & Smart Phones | 4,168B | +4.38% | ||
| Technology | Other Software | 14.49B | -18.99% | ||
| Technology | Other Semiconductors | 850B | +143.55% | ||
| Technology | Other Software | 2,771B | -22.88% | ||
| Consumer Cyclical | Games, Toys & Children Vehicles | 46.99B | -37.81% | ||
| Technology | Application Software | 5.77B | -9.79% | ||
| Consumer Cyclical | Other Advertising & Marketing | 4.08B | -2.88% | ||
| Technology | Other Software | 191M | -8.13% | ||
| - | - | 76.6B | - | ||
| Technology | Other Software | 12.32B | -36.09% | ||
| Technology | Other Computer Hardware | 13.99B | -3.38% | ||
| Consumer Cyclical | Other Toys & Juvenile Products | 14.68B | -11.36% | ||
| Technology | Internet Gaming | 3.12B | -20.89% | ||
| Technology | Other Software | 7.63B | -19.27% | ||
| Technology | Other Internet Services | 6.86B | -33.02% | ||
| Technology | Other Internet Services | 473B | -31.25% | ||
| Technology | Mobile Application Software | 1.48B | +5.41% | ||
| Technology | Other Household Electronics | 117B | -20.50% | ||
| Technology | Other Software | 55.94B | -28.41% | ||
| Technology | Internet Gaming | 10.46B | -44.17% | ||
| Technology | Internet Gaming | 1.79B | -27.15% | ||
| Technology | Other IT Services & Consulting | 255B | -8.30% | ||
| Technology | Other Software | 34.05B | -41.31% | ||
| Technology | Application Software | 130M | -15.40% | ||
| Technology | Application Software | 1.43B | +2.21% | ||
| Technology | Application Software | 228M | -3.42% | ||
| Technology | Internet Gaming | 5.23B | -18.01% | ||
| Consumer Cyclical | Other Casinos & Gaming | 24.43B | +0.88% | ||
| Technology | Other Computer Hardware | 246M | -11.62% | ||
| Consumer Cyclical | Other Entertainment Production | 2.72B | -11.17% | ||
| Technology | Application Software | 51.47B | +0.45% | ||
| Technology | Other Computer Hardware | 3.49B | +36.84% | ||
| Technology | Mobile Application Software | 1.53B | -5.22% | ||
| Technology | Other Software | 322M | -19.46% | ||
| Technology | Application Software | 433M | -4.69% | ||
| Consumer Cyclical | Other Casinos & Gaming | 12.75B | -25.42% | ||
| Technology | Application Software | 1.36B | -23.19% | ||
| - | - | 5.06M | - | ||
| Technology | Other Computer Hardware | 920M | +44.95% | ||
| Technology | Mobile Application Software | 49.13M | -31.99% | ||
| Technology | Other Software | 44.29B | -6.84% | ||
| Technology | Application Software | 169M | -21.52% | ||
| Technology | Other Semiconductors | 645B | +247.75% | ||
| Technology | Other Internet Services | 522M | -21.18% | ||
| Technology | Application Software | 208M | -35.05% | ||
| Consumer Cyclical | Other Toys & Juvenile Products | 7.07M | -63.43% | ||
| Technology | Internet Gaming | 709M | -12.99% | ||
| Technology | Other Software | 16.2M | -75.19% | ||
| Technology | Other Software | 16.1M | -9.75% | ||
| Technology | Other Computer Hardware | 42.34M | -52.36% | ||
| Technology | Application Software | 75.61M | -46.36% | ||
| Technology | Other Software | 6.21M | -35.34% | ||
| Technology | Other Internet Services | 149M | +120.88% | ||
| Technology | Application Software | 161M | +30.13% | ||
| Technology | Other Software | 798M | -19.31% | ||
| Technology | Other Internet Services | 139M | -32.50% | ||
| Technology | Internet Gaming | 2.89M | +121.77% | ||
| Technology | Other Software | 6.73M | +50.00% | ||
| Technology | Mobile Application Software | 5.13M | +29.70% | ||
| Technology | Other IT Services & Consulting | 3.16M | +570.79% | ||
| Technology | Other Computer Hardware | 70.71M | -7.83% | ||
| Technology | Other IT Services & Consulting | 15.75M | +3.07% | ||
| Technology | Internet Gaming | 309M | -24.23% | ||
| Technology | Application Software | 3.82M | -25.32% | ||
| Technology | Other Software | 1.33B | - | ||
News of the components
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