Investment Themes
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 Computer Hardware | 80.31M | +3.26% | ||
| Technology | Internet Gaming | 3.37B | +29.28% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,851B | +14.81% | ||
| Technology | Search Engines | 4,690B | +24.25% | ||
| Technology | Other Computer Hardware | 14.92B | -0.71% | ||
| Technology | Phones & Smart Phones | 4,439B | +11.18% | ||
| Technology | Other Software | 3,128B | -12.94% | ||
| Technology | Social Media & Networking | 1,536B | -8.34% | ||
| Technology | Other Semiconductors | 730B | +108.99% | ||
| Technology | Other Semiconductors | 5,413B | +19.82% | ||
| Consumer Cyclical | Games, Toys & Children Vehicles | 17.26B | -8.60% | ||
| Technology | Application Software | 7.04B | +5.93% | ||
| Technology | Other Software | 3.78B | -25.60% | ||
| Consumer Cyclical | Games, Toys & Children Vehicles | 54.44B | -31.34% | ||
| Technology | Internet Gaming | 14.66M | -23.70% | ||
| Consumer Cyclical | Other Advertising & Marketing | 4.3B | -1.79% | ||
| Technology | Other Internet Services | 620M | -6.25% | ||
| Technology | Other Software | 194M | -10.72% | ||
| Consumer Cyclical | Other Toys & Juvenile Products | 15.59B | -10.16% | ||
| Technology | Other Software | 11.45B | -40.62% | ||
| Technology | Internet Gaming | 3.23B | -19.76% | ||
| - | - | 73.48B | - | ||
| Technology | Other Software | 8.3B | -12.22% | ||
| Technology | Other Internet Services | 524B | -26.71% | ||
| Technology | Internet Gaming | 11.51B | -40.89% | ||
| Technology | Other Internet Services | 7.62B | -25.58% | ||
| Technology | Other Household Electronics | 134B | -11.68% | ||
| Technology | Other IT Services & Consulting | 211B | -24.04% | ||
| Technology | Other Software | 53.01B | -32.15% | ||
| Technology | Internet Gaming | 2.18B | -13.06% | ||
| Technology | Mobile Application Software | 1.73B | +16.48% | ||
| Technology | Internet Gaming | 6.23B | -4.48% | ||
| Technology | Other Software | 32.78B | -43.49% | ||
| Consumer Cyclical | Other Casinos & Gaming | 22.01B | -12.55% | ||
| Technology | Other Computer Hardware | 213M | -23.66% | ||
| Technology | Other Software | 43.82B | -7.58% | ||
| Technology | Application Software | 50.55B | -1.34% | ||
| Consumer Cyclical | Other Entertainment Production | 2.92B | -5.96% | ||
| Technology | Other Computer Hardware | 2.93B | +13.94% | ||
| Technology | Other Software | 339M | -13.58% | ||
| Technology | Mobile Application Software | 1.79B | +7.98% | ||
| Consumer Cyclical | Other Casinos & Gaming | 12.41B | -27.42% | ||
| Technology | Application Software | 1.54B | -18.02% | ||
| - | - | 6.07M | - | ||
| Technology | Other Computer Hardware | 735M | +15.82% | ||
| Technology | Mobile Application Software | 48.93M | -37.55% | ||
| Technology | Application Software | 1.63B | +13.97% | ||
| Technology | Application Software | 434M | -6.45% | ||
| Technology | Application Software | 166M | -24.32% | ||
| Technology | Application Software | 224M | -5.39% | ||
| Technology | Other Software | 20M | +3.31% | ||
| Technology | Other Semiconductors | 598B | +222.38% | ||
| Technology | Internet Gaming | 798M | -6.52% | ||
| Consumer Cyclical | Other Toys & Juvenile Products | 8.3M | -57.21% | ||
| Technology | Other Computer Hardware | 43.45M | -53.24% | ||
| Technology | Other Software | 26.93M | -60.23% | ||
| Technology | Other Internet Services | 114M | +67.29% | ||
| Technology | Application Software | 271M | -20.46% | ||
| Technology | Application Software | 79.2M | -45.34% | ||
| Technology | Other Software | 749M | -34.01% | ||
| Technology | Other Software | 6.05M | -35.19% | ||
| Technology | Application Software | 191M | +45.49% | ||
| Technology | Other Internet Services | 142M | -30.88% | ||
| Technology | Internet Gaming | 1.64M | +15.73% | ||
| Technology | Application Software | 185M | +15.21% | ||
| Technology | Other Software | 5.79M | +25.00% | ||
| Technology | Mobile Application Software | 4.42M | +9.27% | ||
| Technology | Other IT Services & Consulting | 2.03M | +291.09% | ||
| Technology | Other IT Services & Consulting | 17.43M | +14.94% | ||
| Technology | Application Software | 5.23M | -1.62% | ||
| Technology | Internet Gaming | 361M | -11.45% | ||
| Technology | Other Software | 1.33B | - | ||
News of the components
| ░░░░ | ░░░░░░░░░░ ░░ ░░░░░ ░░ ░░░░ ░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░ ░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░ ░░░░░ ░░ ░░░ ░░░░░░░░░░░ ░░ ░░░░░░ ░░░ ░░░░░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░ ░░ ░░░░░ ░░ ░░░ ░░░░░░░░░░░░░ ░░ ░░░░░ ░ ░░░ ░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░ ░ ░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░ ░░ ░░░░░░░░░░░░░░░ ░░░ ░░░░ ░░░░░░░░░ ░░░░░░ ░░ ░░░░ ░░░ ░░░░░░░ ░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░░░░░░░░░ ░░░░░ ░░░░ ░░░░░░░░░░░░░░░░ ░░░░░░░ ░░░ ░░░░░░ ░░ ░░ ░░░░░░░ ░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░ ░░░░░░░░ ░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░░░░ ░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░ ░ ░░░ ░░░░░░ ░░░░ ░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░░░░░ ░░ ░░░░░ ░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░ ░ ░░ ░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░ ░░░░ ░░░░░░ ░░░░ ░░░ ░░░ ░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░░░░░░ ░░░ ░ ░░░░ ░░░░ ░░░░░░░░░ ░░░░░░ ░ ░░░░░░░ ░░░░░░ ░░░░░░ ░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░ ░░░ ░░░ ░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░ ░░░░ ░░░░░░ ░░░░ ░░░ ░░░ ░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░ | ░░ |
Heatmap
Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- The Golden Age of Video Games
















