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
4.43B -10.76%
Technology
Internet Gaming
2.97B +13.65%
Technology
Internet Gaming
4.15M -61.58%
Technology
Search Engines
4,113B +6.08%
Technology
Other Semiconductors
4,602B +3.52%
Consumer Cyclical
Internet & Mail Order Department Stores
2,438B +2.86%
Technology
Other Semiconductors
700B +125.54%
Technology
Phones & Smart Phones
4,967B +22.03%
Technology
Other Software
2,901B -7.22%
Technology
Social Media & Networking
1,487B -19.31%
Technology
Application Software
6.64B +4.94%
Consumer Cyclical
Other Advertising & Marketing
4.88B +14.80%
Technology
Internet Gaming
808M -0.75%
Technology
Other Software
206M -1.47%
- - 82.94B -
Technology
Other Software
13.99B -27.20%
Technology
Other Computer Hardware
15.37B +0.74%
Technology
Other Software
18.78B +2.39%
Technology
Other Software
10.8B +12.49%
Technology
Mobile Application Software
1.56B +13.34%
Technology
Application Software
238M +4.61%
Technology
Internet Gaming
6.43B +1.19%
Consumer Cyclical
Other Toys & Juvenile Products
18.58B +13.59%
Technology
Other Software
35.89B -40.86%
Technology
Other Internet Services
7.75B -24.56%
Technology
Other Software
66.37B -17.10%
Technology
Internet Gaming
3.36B -12.31%
Technology
Other Internet Services
534B -21.24%
Technology
Application Software
143M -5.32%
Technology
Internet Gaming
2.03B -20.31%
Technology
Other Household Electronics
137B -5.34%
Technology
Other IT Services & Consulting
213B -25.17%
Technology
Application Software
1.57B +14.47%
Technology
Other Computer Hardware
238M -13.19%
Consumer Cyclical
Other Casinos & Gaming
27.27B +11.84%
Technology
Application Software
52.38B +2.28%
Technology
Internet Gaming
12.4B -31.98%
Consumer Cyclical
Games, Toys & Children Vehicles
56.19B -23.12%
Technology
Other Computer Hardware
3.58B +41.52%
- - 3.72M -
Technology
Mobile Application Software
1.44B -1.20%
Consumer Cyclical
Other Entertainment Production
3.62B +18.89%
Technology
Application Software
1.46B -15.74%
Technology
Other Software
314M -22.95%
Consumer Cyclical
Other Casinos & Gaming
12.18B -32.07%
Technology
Other Computer Hardware
1.1B +76.43%
Technology
Mobile Application Software
51.59M -31.22%
Technology
Application Software
421M -5.47%
Technology
Other Software
46.08B -4.51%
Technology
Other Semiconductors
413B +149.62%
Technology
Application Software
336M +5.62%
Technology
Other Internet Services
558M -14.76%
Consumer Cyclical
Other Toys & Juvenile Products
8.42M -59.93%
Technology
Other Computer Hardware
42.65M -51.96%
Technology
Other Software
16.36M +1.56%
Technology
Application Software
194M -7.88%
Technology
Application Software
186M +53.62%
Technology
Other Software
19.01M -71.21%
Technology
Application Software
75.71M -47.45%
Technology
Other Software
6.48M -38.27%
Technology
Other Software
856M -9.31%
Technology
Other Internet Services
154M +127.38%
Technology
Other Internet Services
140M -30.88%
Technology
Mobile Application Software
6.15M +58.88%
Technology
Other Software
6.44M +37.50%
Technology
Other IT Services & Consulting
18.13M +18.77%
Technology
Internet Gaming
1.58M +20.97%
Technology
Other Computer Hardware
71.22M -5.22%
Technology
Internet Gaming
352M -13.55%
Technology
Other IT Services & Consulting
3.11M +456.93%
Technology
Application Software
4.15M -20.13%
Technology
Other Software
1.33B -

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