Investment Themes

The Golden Age of Video Games

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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
4.79M -56.46%
Technology
Internet Gaming
3.36B +30.52%
Consumer Cyclical
Internet & Mail Order Department Stores
2,566B +3.35%
Technology
Search Engines
4,381B +14.91%
Technology
Other Semiconductors
4,970B +10.02%
Technology
Social Media & Networking
1,439B -14.11%
Technology
Phones & Smart Phones
4,276B +7.09%
Technology
Other Software
2,903B -19.21%
Technology
Other Semiconductors
834B +138.87%
Technology
Other Software
4.06B -17.44%
Technology
Other Software
16.04B -11.16%
Consumer Cyclical
Games, Toys & Children Vehicles
51.63B -32.29%
Technology
Application Software
6.02B -8.34%
Consumer Cyclical
Other Advertising & Marketing
4.32B +1.94%
Technology
Other Software
233M +10.16%
- - 81.27B -
Technology
Other Software
11.89B -38.33%
Consumer Cyclical
Other Toys & Juvenile Products
14.68B -12.13%
Technology
Internet Gaming
3.05B -23.22%
Technology
Other Computer Hardware
15.94B +8.41%
Technology
Other Software
7.28B -23.66%
Technology
Other Internet Services
7.44B -27.37%
Technology
Other Internet Services
533B -22.60%
Technology
Internet Gaming
10.79B -42.93%
Technology
Other Household Electronics
121B -18.19%
Technology
Other IT Services & Consulting
256B -8.09%
Technology
Other Software
50.8B -34.98%
Technology
Mobile Application Software
1.61B +10.11%
Technology
Other Software
31.01B -46.55%
Technology
Internet Gaming
2.18B -12.02%
Technology
Internet Gaming
5.43B -15.72%
Consumer Cyclical
Other Casinos & Gaming
22.93B -7.34%
Technology
Other Computer Hardware
264M -5.27%
Technology
Application Software
1.46B +1.35%
Technology
Application Software
50.97B -0.52%
Consumer Cyclical
Other Entertainment Production
2.77B -10.52%
Technology
Other Computer Hardware
3.65B +42.04%
Technology
Application Software
239M 0.00%
Technology
Mobile Application Software
1.71B +5.22%
Technology
Other Software
358M -11.70%
Technology
Application Software
441M -5.27%
Consumer Cyclical
Other Casinos & Gaming
14.39B -15.84%
Technology
Application Software
1.49B -18.39%
Technology
Other Software
39.31B -17.29%
Technology
Application Software
155M -1.52%
- - 5.83M -
Technology
Other Computer Hardware
901M +41.92%
Technology
Mobile Application Software
51.68M -30.79%
Technology
Application Software
183M -15.91%
Technology
Other Semiconductors
626B +237.59%
Technology
Other Internet Services
568M -14.24%
Technology
Application Software
227M -31.38%
Consumer Cyclical
Other Toys & Juvenile Products
7.41M -62.23%
Technology
Other Software
18.93M -71.44%
Technology
Other Software
16.95M -6.92%
Technology
Other Computer Hardware
43.46M -52.70%
Technology
Application Software
88.54M -38.12%
Technology
Other Software
751M -25.23%
Technology
Other Internet Services
137M +100.23%
Technology
Application Software
165M +29.25%
Technology
Other Software
7.55M -22.53%
Technology
Internet Gaming
728M -11.48%
Technology
Other Internet Services
150M -27.06%
Technology
Internet Gaming
5.06M +275.00%
Technology
Other IT Services & Consulting
4.02M +724.26%
Technology
Other Software
7.98M +75.00%
Technology
Mobile Application Software
5.52M +34.89%
Technology
Other IT Services & Consulting
18.58M +17.62%
Technology
Other Computer Hardware
78.38M +0.65%
Technology
Internet Gaming
350M -14.13%
Technology
Application Software
4.93M -6.82%
Technology
Other Software
1.33B -

News of the components

░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░ ░░ ░░░░░░ ░░░░░░ ░░ ░░░░░░░░░░░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░░░
░░░░ ░░░░ ░░ ░░░░░░░ ░░░░░░ ░░░░░░ ░░░░ ░░░░░░░ ░░ ░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░ ░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░░░
░░░░ ░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░ ░░░░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░░░░░ ░░ ░░░░ ░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░░░░░ ░░ ░░░░░ ░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░
░░░░ ░░░░░░░░░░░ ░░░░ ░░░░ ░░░░ ░░░░░░░░░░ ░░ ░░ ░░░░░░░░░ ░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░░░ ░░ ░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░ ░░ ░░░░░░ ░░░ ░░░░░ ░░ ░░░░░░░░░░░░
░░░░ ░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░░░░░ ░░░░ ░░░ ░░░░░░░░░░ ░░░░░ ░░░░░ ░░░ ░░░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░ ░░░ ░░░░░ ░░░░ ░░░ ░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░ ░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░ ░░░░ ░░░░░ ░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░ ░░░░░ ░░░ ░░░░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░ ░░░░░░░░░ ░░░░ ░░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░░░░░░░
░░░░ ░░░░ ░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░ ░░░░░░░
░░░░ ░░░░░░░ ░░░ ░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░░ ░░░░ ░░░ ░░ ░░░░░ ░░ ░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░ ░░░░░ ░░░░░ ░░ ░░░ ░░░░ ░░░░░░░░░░░░

Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. The Golden Age of Video Games
- 40% : Our Best Subscriber-Only Tools to Spot Tomorrow’s Top Investments!
d
:
:
SEIZE THE OFFER!