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 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 | - | ||
News of the components
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