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
4.45B -11.39%
Consumer Cyclical
Internet & Mail Order Department Stores
2,804B +16.94%
Technology
Other Software
23.41B +33.87%
Technology
Internet Gaming
2.98B +3.72%
Technology
Other Software
22.85B +18.04%
Technology
Other Semiconductors
4,507B -4.22%
Technology
Other Software
3,940B +11.89%
Technology
Other Software
10.95B +20.79%
Technology
Other Semiconductors
736B +129.83%
Technology
Search Engines
3,496B -6.22%
Technology
Application Software
6.76B +11.58%
Technology
Social Media & Networking
1,560B -3.18%
Technology
Other Computer Hardware
3.53B +48.80%
Consumer Cyclical
Other Toys & Juvenile Products
25.89B +62.34%
Technology
Other Software
225M +16.48%
Technology
Internet Gaming
6.99B +12.89%
Consumer Cyclical
Other Advertising & Marketing
4.11B -0.97%
Technology
Internet Gaming
3.73B -3.88%
- - 81.82B -
Technology
Other Software
46.38B -38.59%
Technology
Phones & Smart Phones
4,975B +28.94%
Technology
Application Software
252M +2.24%
Technology
Mobile Application Software
1.53B +5.69%
Technology
Other Computer Hardware
1.29B +106.73%
Technology
Other Household Electronics
153B +6.78%
Technology
Mobile Application Software
1.22B -10.90%
Technology
Other Computer Hardware
13.24B -2.53%
- - 4.22M -
Technology
Other Internet Services
6.01B -41.62%
Technology
Other Internet Services
482B -30.15%
Technology
Application Software
133M -6.65%
Technology
Internet Gaming
2.04B -29.95%
Technology
Application Software
2.14B +58.47%
Consumer Cyclical
Other Casinos & Gaming
26.83B +12.65%
Technology
Other Software
35.28B -37.64%
Consumer Cyclical
Other Entertainment Production
4.27B +39.09%
Technology
Other IT Services & Consulting
232B -16.34%
Technology
Internet Gaming
8.62M -40.49%
Consumer Cyclical
Games, Toys & Children Vehicles
59.54B -18.77%
Technology
Application Software
1.51B -11.13%
Technology
Other Computer Hardware
273M +13.40%
Technology
Internet Gaming
14.13B -22.98%
Consumer Cyclical
Other Casinos & Gaming
9.22B -46.47%
Technology
Mobile Application Software
52.57M -21.94%
Technology
Application Software
316M -3.15%
Technology
Other Software
183M -51.94%
Technology
Application Software
160M -23.64%
Technology
Other Semiconductors
299B +58.40%
Technology
Other Software
40.18B -17.01%
Technology
Other Software
3.99M -92.25%
Technology
Other Software
667M -30.53%
Technology
Application Software
128M +4.14%
Technology
Other Software
16.31M -2.34%
Technology
Application Software
59.93M -55.81%
Consumer Cyclical
Other Toys & Juvenile Products
1.09M -94.24%
Technology
Internet Gaming
795M -1.19%
Technology
Other Internet Services
500M -23.09%
Technology
Other Computer Hardware
41.92M -49.93%
Technology
Other Internet Services
118M -43.53%
Technology
Other Software
1.09M -90.49%
Technology
Other Internet Services
191M +162.88%
Technology
Application Software
4.94M +1.30%
Technology
Internet Gaming
361M -19.37%
Technology
Application Software
423M -2.34%
Technology
Application Software
16.35M +11.11%
Technology
Other Computer Hardware
62.67M -15.87%
Technology
Other IT Services & Consulting
1.63M +251.49%
Technology
Internet Gaming
947K -27.02%
Technology
Other Software
3.86M -37.50%
Technology
Mobile Application Software
3.13M -19.91%
Technology
Other Software
1.33B -

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  2. Investment Themes
  3. The Golden Age of Video Games