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
4.63B -5.91%
Technology
Internet Gaming
3.16B +16.38%
Technology
Search Engines
4,358B +13.78%
Technology
Internet Gaming
4M -63.69%
Technology
Other Software
17.56B -3.23%
Consumer Cyclical
Internet & Mail Order Department Stores
2,928B +17.66%
Technology
Other Semiconductors
4,862B +7.64%
Technology
Other Software
3,451B -3.91%
Technology
Phones & Smart Phones
4,513B +13.63%
Technology
Social Media & Networking
1,418B -15.66%
Technology
Other Semiconductors
776B +122.33%
Technology
Application Software
6.66B +3.69%
Consumer Cyclical
Other Advertising & Marketing
4.63B +8.78%
Technology
Other Software
209M -1.47%
- - 84.83B -
Technology
Other Software
13.84B -28.21%
Technology
Other Computer Hardware
14.53B +0.66%
Technology
Other Software
10.41B +8.57%
Technology
Application Software
250M +5.26%
Technology
Other Household Electronics
140B -5.89%
Technology
Mobile Application Software
1.63B +13.86%
Technology
Internet Gaming
6.26B -3.32%
Consumer Cyclical
Other Toys & Juvenile Products
18.55B +10.47%
Technology
Other Software
25.43B -56.07%
Technology
Internet Gaming
3.37B -15.53%
Technology
Other Internet Services
7.99B -22.33%
Technology
Other Software
65.38B -16.33%
Technology
Other Internet Services
544B -20.67%
Technology
Application Software
146M -4.94%
Technology
Other IT Services & Consulting
211B -24.50%
Technology
Application Software
1.56B +10.98%
Technology
Internet Gaming
2.18B -20.62%
Technology
Other Computer Hardware
243M -12.69%
Consumer Cyclical
Other Casinos & Gaming
26.92B +10.16%
Technology
Application Software
52.63B +2.71%
Technology
Mobile Application Software
1.43B -2.62%
Consumer Cyclical
Other Entertainment Production
3.5B +12.28%
Technology
Internet Gaming
12.31B -34.65%
Consumer Cyclical
Games, Toys & Children Vehicles
55.55B -27.52%
Technology
Other Computer Hardware
3.72B +47.76%
- - 2.99M -
Technology
Application Software
1.55B -13.96%
Technology
Other Software
311M -23.00%
Consumer Cyclical
Other Casinos & Gaming
11.65B -31.86%
Technology
Other Computer Hardware
1.13B +78.62%
Technology
Mobile Application Software
53.33M -27.51%
Technology
Application Software
433M -5.08%
Technology
Other Software
45.4B -5.12%
Technology
Other Semiconductors
455B +144.44%
Technology
Application Software
332M +1.92%
Technology
Internet Gaming
796M -3.77%
Technology
Other Internet Services
563M -14.93%
Consumer Cyclical
Other Toys & Juvenile Products
7.85M -59.72%
Technology
Other Computer Hardware
43.49M -51.96%
Technology
Application Software
210M -3.18%
Technology
Application Software
189M +50.30%
Technology
Other Software
18.99M -71.17%
Technology
Application Software
74.35M -47.70%
Technology
Other Software
17.77M -0.19%
Technology
Other Software
6.13M -36.73%
Technology
Other Software
881M -11.64%
Technology
Other Internet Services
148M +119.95%
Technology
Other Internet Services
139M -32.06%
Technology
Mobile Application Software
6.25M +54.99%
Technology
Other Software
7.12M +37.50%
Technology
Other IT Services & Consulting
19.68M +26.44%
Technology
Internet Gaming
1.61M +20.97%
Technology
Internet Gaming
362M -11.32%
Technology
Other Computer Hardware
71.32M -7.83%
Technology
Application Software
4.32M -17.21%
Technology
Other IT Services & Consulting
2.65M +451.98%
Technology
Other Software
1.33B -

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