AMD, Meta Power GAMR's Gaming Index as Capcom Joins

Thematic Investing Content Hub AMD, Meta Power GAMR’s Gaming Index as Capcom Joins DJ Shaw October 1, 2026 Advanced Micro Devices, Inc. (AMD) and Meta Platforms, Inc. (META) powered a September gain for the gaming index behind the Amplify Video Game Leaders ETF (GAMR) . The VettaFi Video Game Leaders Index rose 2.8% for the month, while a quarterly rebalance added two Japanese game makers. Key Takeaways: AMD agreed to buy AI lab World Labs in an all-stock deal valued at about $8.2 billion. Capcom and Nexon joined the video game index at its September 18 rebalance, while Bilibili was removed. Meta unveiled lightweight VR glasses at Connect 2026 that it says can work as a gaming console. Together, AMD and Meta added 5.3 percentage points to the index’s return, VettaFi data show. That was nearly double the index’s overall gain, so the pair more than covered losses elsewhere. Launched in March 2016, GAMR invests across the video game business, from developers and publishers to graphics chipmakers, according to Amplify ETFs. The fund had about $41 million in net assets and 23 holdings as of September 30, per Amplify. It charges a 0.59% expense ratio. See more: Behind the Screens: VettaFi Team Shares Their Favorite Tickers AMD shares jumped nearly 30% in September, per VettaFi. On their own, they added 2.77 percentage points, slightly more than the index’s full monthly gain. On September 28, AMD agreed to buy World Labs, an AI lab led by Fei-Fei Li, according to AMD. The deal is valued at about $8.2 billion and will be paid in AMD stock rather than cash. World Labs builds AI models that create interactive 3D worlds from text, images and video. Meta shares climbed 26.8% over the same stretch, according to VettaFi. During the month, the company unveiled Meta VR Glasses at its Connect 2026 event, according to Meta. The company said the glasses serve as a personal cinema, workspace and gaming console while weighing about 100 grams. VettaFi’s figures show Nvidia Corp. (NVDA) rose 3.6%, while Roblox Corp. (RBLX) added 2.6%. Capcom Joins Gaming Index in Quarterly Rebalance VettaFi’s index added Capcom Co. (9697:TKS) and Nexon Co. (3659:TKS) during its September 18 rebalance. Capcom entered at a 2.52% weight and Nexon at 2.48%. Meanwhile, Chinese video platform Bilibili Inc. (BILI) left after holding a 1.97% weight. Capcom joined two days after its Tokyo Game Show 2026 broadcast, according to Capcom. There, the publisher shared updates on “Mega Man: Dual Override” and “Monster Hunter Wilds: Ascendance,” both slated for 2027. Not every holding gained, though. Consumer discretionary stocks, which include console makers, fell 7.5%, VettaFi’s sector breakdown shows. Sea Limited (SE) dropped 14.2% and Nintendo Co. (7974:TKS) slid 10.2%, together subtracting 1.46 percentage points. As of October 1, AMD was GAMR’s largest holding at 9.49%, edging out Meta at 9.44% and Microsoft Corp. (MSFT) at 9.4%, according to Amplify. For more news, information, and analysis visit the Thematic Investing Content Hub . VettaFi LLC (“VettaFi”) is the index provider for GAMR, for which it receives an index licensing fee. However, GAMR is/are not issued, sponsored, endorsed, or sold by VettaFi, and VettaFi has no obligation or liability in connection with the issuance, administration, marketing, or trading of GAMR. RELATED TOPICS advanced micro devices artificial intelligence dj shaw Gaming GAMR META rebalance Technology thematic investing Content Hub Earn free CE credits and discover new strategies