eToro’s InTheGame Smart Portfolio: A Deep Dive into the World of Gaming Investments
- NexxtGen Markets
- May 11
- 7 min read
Gaming has long moved beyond its origins as a niche hobby and transformed into a global multi-billion-dollar industry. It’s no longer just about playing games—gaming now influences technology, culture, and even careers. As an entertainment medium, it is comparable to traditional industries like film and music, attracting millions of players, viewers, and creators worldwide. The rapid growth and continued evolution of this sector create abundant opportunities for investors. One of the most convenient ways to tap into this booming market is through eToro’s InTheGame Smart Portfolio.
What is the InTheGame Smart Portfolio?
The InTheGame Smart Portfolio is a diversified, multi-asset portfolio created and managed by eToro’s investment team. It focuses on companies that are leading the gaming industry, offering investors a way to gain exposure to the rapidly evolving gaming ecosystem. The portfolio selects stocks from eToro’s asset universe, targeting companies engaged in areas such as mobile gaming, consoles, virtual reality (VR), broadcasting, chipmaking, and much more.
This portfolio is designed for those who want to capture the growth of the gaming industry while spreading risk across a range of leading companies. With a minimum investment of $500, the portfolio is an accessible entry point into the gaming sector.
The Gaming Industry: A Growth Juggernaut
Gaming today represents one of the largest and fastest-growing entertainment sectors globally. In 2023, global video game revenues were expected to reach over $200 billion, surpassing the film and music industries combined. The rise of esports, mobile gaming, VR/AR technologies, and game streaming platforms, alongside increasingly sophisticated game development, has been driving this growth.
Furthermore, professional gamers are now regarded as athletes, with esports events drawing massive viewerships, often in the millions. The digital nature of gaming, combined with the rise of online multiplayer games, allows for rapid innovation and global reach.
As gaming continues to evolve, the companies supporting and driving this change present significant investment opportunities.
Portfolio Construction: How It Works
The InTheGame Smart Portfolio is built on a rigorous selection process. eToro’s team screens a broad universe of stocks available on its platform and narrows down those that fit into the gaming landscape. Companies involved in mobile gaming, console games, chipmaking, gaming technology, and more are considered.
Once these companies are identified, the team applies a series of financial metrics such as market capitalisation, liquidity, analyst ratings, and financial health. This is done to assess the potential for growth and stability within each stock. The top-ranked companies are then selected for inclusion in the portfolio.
The portfolio is rebalanced on an annual basis, or as market conditions dictate. A minimum and maximum weight allocation is also set to prevent overexposure to any single asset, thus ensuring diversification within the portfolio.
The Companies in the Portfolio
Let’s take a deeper look at some of the key companies in the InTheGame Smart Portfolio and what they do.
1. Applovin Corp
Applovin is a leader in mobile gaming and advertising technology. It provides a platform for mobile game developers to manage their advertising and monetisation strategies. With its strong position in both the gaming and ad tech space, it stands to benefit from the ever-growing mobile gaming market.
2. Meta Platforms
Formerly Facebook, Meta is venturing into the metaverse, a futuristic space where gaming, virtual reality (VR), and social interaction converge. Meta’s Oculus VR platform has significant potential to shape the future of virtual reality gaming.
3. Sea Ltd (ADR)
Sea Ltd operates three key business segments—digital entertainment (Garena), e-commerce (Shopee), and digital finance (SeaMoney). Garena is one of the leading gaming companies in Southeast Asia, with a focus on mobile games like Free Fire.
4. Nvidia
Nvidia is a dominant player in the gaming hardware market. It designs graphics processing units (GPUs), which are vital for gaming consoles, high-performance PCs, and game streaming services. Nvidia’s GeForce line is particularly popular among gamers.
5. Netflix
Although traditionally seen as a streaming service for films and TV, Netflix has been making significant moves into the gaming industry. The company has begun producing games for its platform, leveraging its vast user base and IP library to make an impact in the gaming space.
6. Roblox
Roblox has redefined the gaming experience by allowing users to create and play games created by other users. It’s one of the largest gaming platforms for children and young adults, with millions of active players.
7. Kingsoft Corp
Kingsoft, a Chinese multinational, is best known for King of Glory, one of the most popular mobile games globally. The company also has a stake in cloud computing, making it an interesting play on both gaming and technology.
8. Tencent
Tencent is one of the largest and most influential gaming companies in the world. It owns stakes in various gaming giants, including Riot Games (the creators of League of Legends) and Epic Games (the creators of Fortnite). Tencent’s influence extends well beyond gaming, as it also operates in social media, cloud computing, and digital services.
9. Take Two Interactive
Take-Two is behind some of the most iconic game franchises, including Grand Theft Auto, NBA 2K, and Red Dead Redemption. Its focus on creating high-quality console and PC games makes it a key player in the traditional gaming space.
10. DraftKings
A leader in sports betting and fantasy sports, DraftKings capitalises on the growing intersection between gaming and sports. With the expansion of legal sports betting in many regions, DraftKings is well-positioned to benefit from both gaming and sports entertainment.
11. Taiwan Semiconductor Manufacturing Company (TSMC)
TSMC is the world's largest contract semiconductor manufacturer. Many of the gaming companies rely on its cutting-edge chips to power consoles and PCs, making TSMC a critical component of the gaming industry's supply chain.
12. Microsoft
Microsoft is a leader in the gaming industry with its Xbox platform and the recent acquisition of ZeniMax Media, which owns Bethesda (creators of The Elder Scrolls and Fallout). Microsoft’s focus on gaming as a service through its Game Pass subscription makes it a strong player in both hardware and software.
13. Amazon
Amazon’s influence in gaming extends through its Twitch platform, the largest live-streaming platform for gamers. Additionally, its Luna cloud gaming service is an emerging competitor to other cloud-based gaming services.
14. Cirrus Logic
Cirrus Logic is a supplier of audio components, essential for creating immersive sound in gaming. With the rise of high-quality audio in gaming, Cirrus Logic is well-positioned to continue benefiting from gaming growth.
15. Sony
Sony is a leading console manufacturer with its PlayStation brand, which is one of the most popular gaming consoles globally. It also owns a vast library of exclusive games that have helped define the gaming experience for years.
16. Electronic Arts (EA)
EA is one of the largest video game publishers globally, known for franchises like FIFA, Madden NFL, and The Sims. Its dominance in sports and simulation games provides a stable source of revenue within the gaming industry.
17. Apple
Apple has slowly but steadily integrated gaming into its ecosystem, with platforms like Apple Arcade offering exclusive gaming content. Its App Store also remains a key channel for mobile game developers.
18. Qualcomm
Qualcomm is a leader in mobile technology, and its chips power many smartphones and mobile devices used for gaming. As mobile gaming continues to grow, Qualcomm will continue to be an essential player.
19. Alphabet (Google)
Through its Google Play Store and the Stadia cloud gaming platform, Alphabet has become an important player in mobile gaming and cloud-based gaming. The company's massive global reach adds to its appeal.
20. GameStop
Once struggling, GameStop has experienced a resurgence thanks to its pivot towards online sales and the growing interest in digital gaming. As a traditional gaming retailer, it remains a key part of the gaming ecosystem.
21. Unity Software
Unity is a platform for creating interactive 2D, 3D, augmented reality (AR), and virtual reality (VR) experiences. As the demand for immersive gaming experiences grows, Unity is positioned to benefit from the creation of next-generation games.
22. NetEase Inc ADR
NetEase is another Chinese gaming giant, with a portfolio of successful games, including its hit Knives Out. It also has joint ventures with Blizzard Entertainment, helping it secure a place in the global gaming market.
23. JOYY Inc ADR
Previously known as YY, JOYY is a social entertainment company that is heavily involved in live streaming and gaming. Its Bigo Live platform is widely popular, especially in Southeast Asia.
24. Micron Technology
Micron is a leading manufacturer of memory and storage solutions, both of which are critical components for gaming consoles, PCs, and mobile devices. As gaming hardware demands rise, Micron will continue to benefit.
25. AMD
AMD produces high-performance CPUs and GPUs, which are integral to gaming PCs and consoles. Its rise as a major player in gaming hardware has positioned it as a key player in the broader tech ecosystem.
26. Western Digital
Western Digital is a leader in data storage solutions, a key element for both game development and user experience, especially with the rising demand for digital game libraries and high-definition content.
27. BiliBili ADR
BiliBili is a Chinese video-sharing platform with strong gaming content, including live streams, gameplay videos, and esports tournaments. As the platform grows, so too does its importance in the gaming ecosystem.
28. Akamai Technologies
Akamai provides cloud services, including content delivery networks (CDNs), which are essential for fast and smooth gaming experiences, especially in online multiplayer games.
29. Intel
Intel, known for its processors, plays a crucial role in gaming hardware. With its ongoing innovations in chip technology, Intel will remain a core player in the gaming ecosystem.
30. Ziff Davis
Ziff Davis is a media company with a strong focus on gaming and technology through its IGN network. It provides content, reviews, and news for gamers, keeping the community informed and engaged.
The InTheGame Smart Portfolio offers investors a unique opportunity to gain exposure to the thriving global gaming industry. By targeting leading companies across hardware, software, esports, and streaming, the portfolio provides diversified access to this fast-growing sector. With gaming becoming an increasingly integral part of global culture, it’s clear that companies in this space will continue to benefit from the expanding market. By including top companies such as Nvidia, Microsoft, Tencent, and Take-Two Interactive, this portfolio is a solid choice for those looking to gain exposure to the gaming industry's exciting future.
Investing in the InTheGame Smart Portfolio allows investors to align themselves with one of the hottest and most dynamic sectors in the market today—gaming.
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