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
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 -

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Ratings chart - Surperformance

Ratings ESG MSCI

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