Investment Themes
According to PwC's Global CEO Survey 2020, the vast majority of business leaders believe that the artificial intelligence revolution will have even more impact on society than the advent of the internet. Perceived as a human-like intelligence, AI is actually quite different. The AI eco-system includes several scientific fields: machine learning, deep learning, computer vision, robotics and automatic language processing (voice assistance, among others). The detection of moving objects (linked to autonomous driving) seems to be the most promising market. There is also great potential in facial recognition, satellite image processing, algorithmic trading and surgery. According to Omdia, artificial intelligence software is expected to be worth $126 billion in revenue by 2025 (i.e. tomorrow), compared to only $22.6 billion in 2020. A rapidly expanding market with a growth rate of 41% annualized over 5 years. And in 2030, 70% of companies will be using AI in their daily tools. It might be worth it to focus on the companies that can benefit the most. The leaders in AI innovation are the US and China. According to LexisNexis' 2020 PatentSight study, Chinese companies and organizations are the most active in this sector and are catching up to their U.S. counterparts. Of the companies with the most machine learning-related patents, four are American, four are Chinese, and one is South Korean. Let's take a closer look at the companies with the most AI-related progress in the world:
Our selection
| Industrials | Other Industrial Machinery & Equipment | 3.57TCr | +0.31% | ||
| Technology | Social Media & Networking | 238.7Cr | -4.60% | ||
| Technology | Integrated Circuits | 952.61Cr | +7.53% | ||
| Technology | Other Semiconductors | 806.64Cr | -9.12% | ||
| Industrials | Elevator & Conveying Equipment | 1.32TCr | +16.21% | ||
| Technology | Other Semiconductor Equipment & Testing | 52TCr | +28.02% | ||
| Technology | Integrated Circuits | 1,50500Cr | +20.32% | ||
| Industrials | Testing & Measuring Equipment | 795.07Cr | +33.35% | ||
| Technology | Other Software | 2,93700Cr | -18.21% | ||
| Technology | Phones & Smart Phones | 3,67200Cr | -8.00% | ||
| Technology | Search Engines | 2.22TCr | -8.04% | ||
| Technology | Other Internet Services | 64TCr | -8.60% | ||
| Technology | Other Phones & Handheld Devices | 78TCr | +53.04% | ||
| Technology | Enterprise Software | 717.59Cr | -28.92% | ||
| Technology | Semiconductor Testing Equipment & Service | 4.48TCr | +47.97% | ||
| Technology | Other Semiconductors | 4,37900Cr | -3.35% | ||
| Technology | Search Engines | 3,65200Cr | -3.42% | ||
| Technology | Social Media & Networking | 1,55200Cr | -7.03% | ||
| Technology | Other IT Services & Consulting | 32Cr | +111.25% | ||
| Industrials | Highway & Bridge Construction | 1.22TCr | +30.01% | ||
| Technology | Other IT Services & Consulting | 245.07Cr | -12.68% | ||
| Technology | Other Software | 619.24Cr | -29.35% | ||
| Technology | Other Software | 55Cr | -14.43% | ||
| Technology | Enterprise Software | 1.39TCr | -34.14% | ||
| Technology | Other Software | 1.89TCr | -12.47% | ||
| Technology | Other Software | 36TCr | -15.08% | ||
| Technology | Cloud Computing Services | 355.72Cr | -24.97% | ||
| Technology | Security Software | 6.17TCr | +5.07% | ||
| Technology | Other Semiconductors | 32TCr | -9.70% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 17TCr | -16.63% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,22900Cr | -10.03% | ||
| Technology | Application Software | 1.86TCr | -10.52% | ||
| Technology | Enterprise Software | 1.55TCr | -15.17% | ||
| Technology | Enterprise Software | 12TCr | -25.83% | ||
| Technology | Application Software | 10TCr | -28.76% | ||
| Technology | Enterprise Software | 189.26Cr | -27.75% | ||
| Technology | Phones & Smart Phones | 11TCr | -15.22% | ||
| Technology | Cloud Computing Services | 1.04TCr | -23.99% | ||
| Technology | Other Internet Services | 15TCr | -10.26% | ||
| Technology | Mobile Application Software | 770.16Cr | -43.49% | ||
| Financials | Consumer Leasing | 250.07Cr | -39.72% | ||
| Technology | Other Semiconductors | 753.74Cr | -3.89% | ||
| Technology | Integrated Circuits | 8.54TCr | +20.28% | ||
| Technology | Other Communications & Networking | 31TCr | +1.69% | ||
| Technology | Other Semiconductor Equipment & Testing | 11TCr | +11.71% | ||
| Industrials | Other Heavy Electrical Equipment | 15TCr | +12.19% | ||
| Technology | Enterprise Software | 22TCr | -20.12% | ||
| Industrials | Industrial Machinery | 50Cr | +10.68% | ||
| Technology | Other Semiconductor Equipment & Testing | 2.11TCr | +26.67% | ||
| Technology | Enterprise Software | 918.74Cr | -25.05% | ||
| Technology | Technology Consulting & Outsourcing Services | 829.78Cr | -6.18% | ||
| Technology | Enterprise Software | 45TCr | -20.42% | ||
| Technology | Other Electronic Equipment & Parts | 9.25TCr | +7.41% | ||
| Technology | Semiconductor Machinery Manufacturing | 3.84TCr | +32.53% | ||
| Technology | Cloud Computing Services | 18TCr | -27.21% | ||
| Industrials | Other Electrical Components & Equipment | 4.91TCr | +4.47% | ||
| Technology | Servers & Systems | 1.85TCr | +5.06% | ||
| Technology | Other Internet Services | 11Cr | -11.54% | ||
| Technology | Other Internet Services | 40TCr | +1.65% | ||
| Technology | Other Software | 7.92TCr | -8.17% | ||
| Technology | Security Software | 14TCr | -9.33% | ||
| Technology | Other Software | 841.29Cr | -56.01% | ||
| Technology | Cloud Computing Services | 1.14TCr | -11.42% | ||
| Technology | Other Software | 92Cr | -30.03% | ||
| Technology | Financial Technology (Fintech) (NEC) | 3.3TCr | -33.56% | ||
| Technology | Other IT Services & Consulting | 23TCr | -16.86% | ||
| Industrials | Other Heavy Machinery & Vehicles | 316.65Cr | -13.37% | ||
| Technology | Enterprise Software | 1.03TCr | -22.44% | ||
| Technology | Other Semiconductors | 126.76Cr | -10.62% | ||
| Industrials | Other Industrial Machinery & Equipment | 2.62TCr | +21.56% | ||
| Technology | Other IT Services & Consulting | 2.08TCr | -24.22% | ||
| Technology | Other Semiconductors | 2.91TCr | +27.52% | ||
| Technology | Other Semiconductors | 12TCr | +5.89% | ||
| Industrials | Other Industrial Machinery & Equipment | 621.6Cr | -16.92% | ||
| Technology | Other Electronic Equipment & Parts | 2.96TCr | +25.10% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 43Cr | +63.13% | ||
| Technology | Other IT Services & Consulting | 1.08TCr | -34.54% | ||
| Technology | Cloud Computing Services | 7.48TCr | +7.76% | ||
| Technology | Application Software | 4.41TCr | -8.43% | ||
| Technology | Other Semiconductors | 3.35TCr | -2.79% | ||
| Technology | Other Semiconductors | 17TCr | +9.97% | ||
| Industrials | Other Electrical Components & Equipment | 558.34Cr | +14.44% | ||
| Industrials | Testing & Measuring Equipment | 373.69Cr | +10.54% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 3.88TCr | -1.32% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 1.72TCr | +58.19% | ||
| Technology | Other Software | 2.77TCr | -22.42% | ||
| Technology | E-commerce & Auction Services | 30TCr | -7.76% | ||
| Industrials | Commercial Equipment | 673.9Cr | -13.96% | ||
| Energy | Other Oil Related Services and Equipment | 129.92Cr | +40.67% | ||
| Technology | Cloud Computing Services | 353.7Cr | -15.33% | ||
| Technology | Other Software | 32Cr | -34.33% | ||
| Industrials | Other Aerospace & Defense | 1.63TCr | +15.31% | ||
| Technology | Other IT Services & Consulting | 6.1TCr | -14.90% | ||
| Technology | Other Computer Hardware | 252.81Cr | -27.07% | ||
| Industrials | Other Electrical Components & Equipment | 742.17Cr | -3.97% | ||
| Technology | Other Electronic Equipment & Parts | 244.01Cr | +10.22% | ||
| Technology | Other Semiconductors | 5.91TCr | +5.58% | ||
| Technology | Other Household Electronics | 1.29TCr | +23.07% | ||
| Technology | Cloud Computing Services | 191.07Cr | -21.98% | ||
| Technology | Other Software | 532.93Cr | -31.75% | ||
News of the components
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