Around 5% of my investments are in gaming stocks.
Not a game development company but rather a game development platform, and ads and monetization paltforms.
$IS, $U, $APP
Very interesting, gaming is a hard one to predict on the distribution end, but looks like you have set your self up well for the next decade
$U is nice since you don't have to bet on which specific games/IP will outperform long-run. Also some shots at using the 3D rendering for applications like e-commerce, architecture, and video animation.