Investment Themes

Wager on connected gambling

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Investment Themes

The influence of religious authorities in Western societies has long contributed to a prohibitive policy towards gambling. However, morals evolved, and technologies have allowed this industry to take a new turn, opening the door to online gambling. It has undergone a major evolution in recent years, allowing the sector to grow by almost 10% per year.

Online gambling began in the mid-1990s. But many countries have slowed down the expansion of the sector, mainly for ethical reasons. A restraint that not all territories have had. Indeed, while the Channel Islands, Gibraltar, Antigua and Barbuda and the Isle of Man saw an economic opportunity, others were afraid of losing control over addiction and taxation. But over the last ten years, a movement towards greater flexibility has emerged in several countries: France allowed sports betting and card gambling in 2010 (online casinos remain illegal), Spain legalized the majority of gambling in 2012. In 2019, seven US states and Switzerland passed laws in favor of legalizing online gambling. This trend is expected to continue over the next few years, allowing this market, whose revenues are estimated at more than $50 billion a year, to keep growing. However, these legislative developments risk increasing the market's demands for transparency and security. Although this phenomenon could lead to the disappearance of some players, it should also encourage innovation and merger/acquisition processes, leaving investors with multiple opportunities to grow their capital. Moreover, the transformation of our societies towards a model that is increasingly connected should benefit the sector, away from brick-and-mortar casinos. In particular, the progress of virtual reality will enable players to access an increasingly immersive experience, while the explosion of eSport in recent years should give bookmakers the opportunity to target a new clientele. Here is a list of the different players in the sector. It is designed to give you a glimpse of what's going on in the world. You can then bet on your right horse, using our Stock Screener to customize this list according to your investment criteria.

Our selection

Consumer Cyclical
Other Casinos & Gaming
2.16B +8.54%
Consumer Cyclical
Other Casinos & Gaming
368M -28.76%
Consumer Cyclical
Casinos
1.76B +2.75%
Consumer Cyclical
Other Casinos & Gaming
386M -1.76%
Technology
Other Internet Services
966M -64.43%
Consumer Cyclical
Lottery Operators
350M -7.73%
Consumer Cyclical
Other Casinos & Gaming
12.95B -4.54%
Technology
Internet Gaming
119M -20.15%
Consumer Cyclical
Other Casinos & Gaming
5.51B +7.75%
Consumer Cyclical
Other Casinos & Gaming
574M -8.36%
Consumer Cyclical
Casinos
1.59B -1.01%
Consumer Cyclical
Other Casinos & Gaming
6.51B +1.48%
Technology
Other Internet Services
849M +17.87%
Technology
Internet Gaming
8.31M -9.57%
Consumer Cyclical
Other Casinos & Gaming
1.45B +34.60%
Consumer Cyclical
Other Casinos & Gaming
20.41B -18.41%
Consumer Cyclical
Casinos
35.47B -17.88%
Consumer Cyclical
Casinos
6.51B -5.52%
- - 1.35B -
Consumer Cyclical
Other Casinos & Gaming
11.02B -35.49%
Consumer Cyclical
Other Casinos & Gaming
4.6B -30.32%
Consumer Cyclical
Gambling & Gaming Machine Manufacturers
263M +8.91%
Consumer Cyclical
Other Casinos & Gaming
182M +35.14%
- - 6.9B -
Consumer Cyclical
Other Casinos & Gaming
6.1B -23.11%
Consumer Cyclical
Casinos
10.82B -13.57%
Consumer Cyclical
Casinos
9.55B +2.27%
Consumer Cyclical
Other Casinos & Gaming
209M -6.59%
Consumer Cyclical
Other Casinos & Gaming
419M -8.70%
Technology
Business to Business
51.45M +2.92%
Consumer Cyclical
Other Casinos & Gaming
453M -3.10%
Industrials
Data Processing Services
151M +2.70%
Consumer Cyclical
Lottery Operators
2.26B -20.87%
Consumer Cyclical
Other Casinos & Gaming
1.93B +3.39%
- - 17.85B -
Consumer Cyclical
Casinos
63.14M -26.56%
Consumer Cyclical
Other Casinos & Gaming
445M -23.33%
Consumer Cyclical
Other Casinos & Gaming
5.47B +14.92%
Consumer Cyclical
Casinos
205M +0.83%
Consumer Cyclical
Casinos
1.9B -12.86%
Technology
Internet Gaming
174M -31.41%
Consumer Cyclical
Other Casinos & Gaming
20.84M +18.22%
Technology
Cryptocurrency Mining
16.27M +29.85%
Consumer Cyclical
Other Casinos & Gaming
13.43B -24.61%
Technology
Internet Gaming
11.77M -35.29%
Consumer Cyclical
Horse & Dog Race Tracks
23.43M -14.29%
- - 897M -
Consumer Cyclical
Other Casinos & Gaming
18.4M -13.07%
Utilities
Other Electric Utilities
27.68M -2.42%
Technology
Other Software
91.53M -.--%
Consumer Cyclical
Other Casinos & Gaming
12.39K +50.00%
Consumer Cyclical
Lottery Operators
4.14M +31.58%
Consumer Cyclical
Other Casinos & Gaming
23.34M 0.00%
Consumer Cyclical
Horse & Dog Race Tracks
32M -3.61%
Consumer Cyclical
Other Casinos & Gaming
314M -3.77%
Consumer Cyclical
Other Casinos & Gaming
168M -16.51%
Consumer Cyclical
Other Casinos & Gaming
3.19M -28.95%
Industrials
Diversified Industrial Goods Wholesale
23.06M -5.00%
Technology
Other Software
11.79M -.--%
Consumer Cyclical
Casinos
43.14M -1.28%

News of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Wager on connected gambling