This ETF aims to track a diversified portfolio of global video-gaming and esports companies – anyone with children or grandchildren will understand how this area is booming – not always a good thing! Gaming has become a major global entertainment and digital-culture sector, with 3.6 billion ‘gamers’ in 2025 driving revenue more than $250bn. Revenues are rising from game sales, in-game purchases, cloud gaming, esports and subscriptions, and the GAME ETF provides diversified exposure to this growth theme by bundling a broad range of global gaming companies into a single portfolio.
While relatively small, this ETF has packed a punch this year, surging over +30%, significantly outperforming most global indices. Exposures are weighted to Asia with 35% exposure to Japan, 33% the US, 20% China, and 6% Korea. Since its October high, GAME has pulled back over 13% into an area which we believe affords investors some attractive risk/reward exposure to the growing and relatively new industry.
- We like the GAME ETF in the $18-18.50 area, targeting new highs into 2026.
