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

Consumer Cyclical
Other Advertising & Marketing
4.41B +21.99%
Technology
Other Software
248M +155.61%
Technology
Other Internet Services
10.67B +42.46%
Technology
Other Computer Hardware
17.25B +27.24%
Technology
Internet Gaming
2.79B +15.78%
Consumer Cyclical
Internet & Mail Order Department Stores
2,454B +4.62%
Technology
Search Engines
3,881B +69.71%
Technology
Other Software
19.53B +55.57%
- - 88.71B -
Consumer Cyclical
Games, Toys & Children Vehicles
93.64B +32.99%
Technology
Other Semiconductors
355B +80.45%
Technology
Other Semiconductors
4,432B +35.83%
Technology
Other Internet Services
708B +45.08%
Technology
Other Software
3,591B +14.63%
Technology
Application Software
6.56B +24.52%
Technology
Other Software
20.43M -46.09%
Technology
Social Media & Networking
1,697B +15.01%
Technology
Other Software
79.32B +26.29%
Consumer Cyclical
Other Toys & Juvenile Products
18B +15.48%
Technology
Phones & Smart Phones
4,119B +11.32%
Consumer Cyclical
Other Entertainment Production
3.55B -13.10%
Technology
Other Software
9.89B +7.31%
Technology
Other Software
5.07B -14.00%
Technology
Application Software
237M +26.32%
Technology
Internet Gaming
19.26B +58.76%
Technology
Mobile Application Software
1.68B -22.60%
Technology
Internet Gaming
4.35B +9.45%
Technology
Internet Gaming
2.82B -1.93%
Technology
Internet Gaming
10.52M -96.30%
Technology
Other IT Services & Consulting
288B +40.08%
Technology
Application Software
50.86B +39.38%
Technology
Other Household Electronics
166B +27.63%
Technology
Other Computer Hardware
2.74B -44.69%
Technology
Other Computer Hardware
696M -1.21%
Consumer Cyclical
Other Casinos & Gaming
23.48B -15.52%
Technology
Other Software
19.59B +103.74%
Technology
Mobile Application Software
1.4B +17.60%
Technology
Internet Gaming
7.04B +49.93%
Technology
Other Software
394M -45.17%
Technology
Application Software
1.85B -20.35%
Technology
Other Software
67.58B +66.40%
Technology
Other Software
71.91M -25.77%
Technology
Other Computer Hardware
281M -15.89%
Consumer Cyclical
Other Toys & Juvenile Products
22.12M -29.25%
Technology
Other Internet Services
86.02M +11.73%
Technology
Other Internet Services
664M -3.26%
Technology
Mobile Application Software
73.75M -19.91%
Technology
Other Computer Hardware
80.85M -33.52%
Technology
Application Software
456M -10.27%
Technology
Other Software
13.31M -21.11%
Consumer Cyclical
Other Casinos & Gaming
16.92B -8.60%
Technology
Application Software
2.03B -67.44%
Technology
Application Software
233M +6.12%
Technology
Other Software
9.37M -57.53%
Technology
Other Internet Services
213M -37.15%
Technology
Application Software
166M -20.71%
Technology
Other Software
45.8B +34.66%
Technology
Other Software
989M -51.91%
Technology
Application Software
139M +110.77%
Technology
Other Semiconductors
198B +106.53%
Technology
Internet Gaming
857M -26.39%
Technology
Other Computer Hardware
94.46M -3.12%
Technology
Application Software
355M -24.36%
Technology
Application Software
130M -16.32%
Technology
Application Software
8.66M -71.70%
Technology
Other IT Services & Consulting
17.21M -64.13%
Technology
Internet Gaming
470M +18.51%
Technology
Internet Gaming
1.32M -59.46%
Technology
Mobile Application Software
3.54M -40.88%
Technology
Other Software
5.74M -61.54%
Technology
Application Software
5.8M -6.21%
Technology
Other IT Services & Consulting
2.17M -89.33%
Technology
Other Software
1.33B -

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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