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
4.1B -16.60%
Technology
Internet Gaming
2.91B +10.67%
Technology
Internet Gaming
4.5M -59.12%
Technology
Search Engines
4,228B +10.79%
Technology
Other Semiconductors
4,912B +8.75%
Consumer Cyclical
Internet & Mail Order Department Stores
2,659B +7.11%
Technology
Social Media & Networking
1,640B -2.13%
Technology
Other Software
15.76B -11.51%
Technology
Other Semiconductors
808B +131.49%
Technology
Phones & Smart Phones
4,902B +22.76%
Technology
Other Software
2,925B -18.57%
Technology
Application Software
6.11B -3.65%
Consumer Cyclical
Other Advertising & Marketing
4.63B +10.87%
- - 82.87B -
Technology
Other Software
201M -5.30%
Technology
Other Software
12.66B -34.37%
Technology
Other Computer Hardware
14.78B +1.84%
Technology
Other Software
8.79B -6.55%
Technology
Mobile Application Software
1.46B +2.96%
Technology
Other Household Electronics
125B -13.77%
Consumer Cyclical
Other Toys & Juvenile Products
16.55B +0.41%
Technology
Internet Gaming
5.67B -10.79%
Technology
Internet Gaming
3.24B -17.40%
Technology
Other Internet Services
7.55B -26.64%
Technology
Other Software
63.73B -18.44%
Technology
Other Internet Services
529B -22.94%
Technology
Internet Gaming
2B -24.77%
Technology
Application Software
234M -1.18%
Technology
Other Software
37B -36.22%
Technology
Other IT Services & Consulting
200B -28.20%
Technology
Internet Gaming
11.1B -39.95%
Technology
Application Software
137M -9.51%
Technology
Application Software
1.53B +9.59%
Consumer Cyclical
Other Casinos & Gaming
25.77B +5.83%
Technology
Other Computer Hardware
258M -7.27%
Technology
Application Software
52.38B +2.24%
Consumer Cyclical
Other Entertainment Production
3.13B +2.47%
Consumer Cyclical
Games, Toys & Children Vehicles
51.79B -31.16%
Technology
Other Computer Hardware
3.69B +47.24%
- - 3.64M -
Technology
Mobile Application Software
1.39B -4.85%
Technology
Application Software
1.43B -19.99%
Technology
Other Software
307M -23.52%
Consumer Cyclical
Other Casinos & Gaming
12.37B -27.63%
Technology
Other Computer Hardware
1.04B +64.14%
Technology
Mobile Application Software
51.5M -29.26%
Technology
Application Software
427M -5.08%
Technology
Other Semiconductors
478B +157.56%
Technology
Application Software
204M -36.68%
Technology
Application Software
176M -18.18%
Technology
Other Software
43.94B -7.56%
Technology
Other Internet Services
551M -16.67%
Consumer Cyclical
Other Toys & Juvenile Products
6.22M -67.90%
Technology
Internet Gaming
757M -6.75%
Technology
Other Software
19.85M -69.70%
Technology
Other Software
15.75M -13.26%
Technology
Other Computer Hardware
42.67M -52.36%
Technology
Application Software
169M +35.75%
Technology
Application Software
75.13M -46.87%
Technology
Other Software
6.54M -32.10%
Technology
Other Internet Services
130M +92.58%
Technology
Other Software
848M -14.53%
Technology
Other Internet Services
140M -31.91%
Technology
Mobile Application Software
6.44M +61.48%
Technology
Other Software
6.82M +50.00%
Technology
Other IT Services & Consulting
19.47M +26.44%
Technology
Other Computer Hardware
72.28M -6.09%
Technology
Internet Gaming
1.43M +8.87%
Technology
Internet Gaming
341M -16.37%
Technology
Other IT Services & Consulting
2.97M +523.76%
Technology
Application Software
4.22M -18.18%
Technology
Other Software
1.33B -

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