Global Attention Economy Theme

This smallcase offers exposure to the global attention economy - the accelerating shift of consumer time, money and attention on digital entertainment like games, streaming, betting and virtual experiences. As people spend a rising share of leisure time and wallet on screens over traditional media, this portfolio is constructed to include sectors that span these facets of digital entertainment:

• Video Gaming & Esports: companies that make and publish video games and platforms built around competitive gaming.
• Sports Betting & Online Gambling: companies running online sportsbooks and gambling platforms. Mobile apps and changing laws have turned this into a fast-growing new way people spend on entertainment.
• Concerts, Music & Streaming: companies that run concerts and live-event venues, own major music labels, and operate music-streaming platforms. This segment adds focused exposure to how people discover, stream and experience music, live and online.
• Streaming & Content: established, well-known media companies that own and distribute the shows, movies and content people stream every day.
• Metaverse & Immersive Entertainment: companies building virtual worlds, avatars and VR/AR experiences. This is the most experimental segment, betting on how people may engage with entertainment in future.

Together, these five segments cover different stages of the digital-entertainment story, giving you a mix of steady and high-growth exposure in one portfolio.