Investment Themes

Artificial Intelligence: From science fiction to the future engine of the economy

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Investment Themes

Where artificial intelligence was seen as science fiction in the 1980s, reality has caught up with companies looking to enter this burgeoning market. Artificial intelligence has the potential to revolutionize the world as much as the internet has over the past 20 years. This field of technology is creating powerful tools in many sectors, from healthcare to mobility to logistics.

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
4.13TCr +10.44%
Technology
Other Communications & Networking
48TCr +54.81%
Technology
Other Semiconductor Equipment & Testing
21TCr +101.95%
Technology
Other Semiconductors
1.07TCr +17.81%
Technology
Integrated Circuits
1.81TCr +100.94%
Industrials
Elevator & Conveying Equipment
1.56TCr +32.47%
Industrials
Other Industrial Machinery & Equipment
2.94TCr +29.88%
Technology
Other Semiconductor Equipment & Testing
2.46TCr +47.88%
Industrials
Testing & Measuring Equipment
1.11TCr +77.63%
Technology
Other Semiconductors
1,95100Cr +57.42%
Technology
Other Software
2,86100Cr -19.15%
Technology
Other Semiconductor Equipment & Testing
69TCr +67.22%
Technology
Semiconductor Machinery Manufacturing
5.09TCr +71.87%
Technology
Phones & Smart Phones
4,63100Cr +16.72%
Technology
Other Phones & Handheld Devices
1,20000Cr +112.26%
Technology
Search Engines
4,34700Cr +12.62%
Technology
Other Semiconductors
5,11000Cr +9.13%
Technology
Semiconductor Testing Equipment & Service
5.63TCr +76.23%
Technology
Social Media & Networking
1,69900Cr -0.51%
Technology
Enterprise Software
522.07Cr -46.52%
Industrials
Highway & Bridge Construction
2.09TCr +115.54%
Technology
Other IT Services & Consulting
317.49Cr +11.56%
Technology
Servers & Systems
1.83TCr -5.50%
Technology
Other Software
626.2Cr -17.25%
Technology
Other Software
605.16Cr -27.70%
Technology
Mobile Application Software
775.55Cr -42.26%
Technology
Enterprise Software
1.06TCr -45.78%
Technology
Other IT Services & Consulting
17Cr +10.00%
Consumer Cyclical
Internet & Mail Order Department Stores
2,63900Cr +7.14%
Technology
Other Internet Services
31TCr -21.26%
Technology
Security Software
12TCr +102.27%
Technology
Other Software
9.17TCr +91.37%
Technology
Other Software
30TCr -26.84%
Technology
Application Software
8.89TCr -34.11%
Technology
Other Semiconductors
91TCr +149.53%
Technology
Cloud Computing Services
537.73Cr +14.03%
Healthcare
Other Advanced Medical Equipment & Technology
14TCr -28.12%
Technology
Financial Technology (Fintech) (NEC)
3.06TCr -38.64%
Technology
Other Software
47Cr -11.38%
Industrials
Other Industrial Machinery & Equipment
555.17Cr -28.69%
Technology
Other Semiconductors
28TCr +72.10%
Technology
Other Semiconductors
4.81TCr +32.19%
Technology
Integrated Circuits
20TCr +167.48%
Technology
Enterprise Software
18TCr -32.46%
Industrials
Other Heavy Electrical Equipment
19TCr +41.54%
Industrials
Industrial Machinery
58Cr +27.06%
Technology
Enterprise Software
742.04Cr -39.60%
Consumer Non-Cyclical
Consumer Goods Conglomerates
1.44TCr +28.06%
Technology
Other Electronic Equipment & Parts
12TCr +31.95%
Technology
Enterprise Software
41TCr -32.51%
Technology
Other Computer Hardware
6.43TCr +96.67%
Technology
Other Semiconductors
6.3TCr +174.33%
Technology
Other Internet Services
53TCr -24.07%
Industrials
Other Electrical Components & Equipment
5.36TCr +13.05%
Technology
Search Engines
1.91TCr -22.47%
Technology
Cloud Computing Services
1.48TCr +6.83%
Technology
Other Software
3.26TCr +53.43%
Healthcare
Other Advanced Medical Equipment & Technology
30Cr +15.15%
Technology
Application Software
1.44TCr -28.01%
Technology
Other Software
1.35TCr -30.54%
Technology
Security Software
19TCr +60.35%
Technology
Enterprise Software
1.23TCr -33.26%
Technology
Cloud Computing Services
1.27TCr +2.88%
Technology
Scientific & Super Computers
1.6TCr -13.35%
Technology
Other Internet Services
15TCr -9.12%
Technology
Other Semiconductors
35TCr +173.52%
Technology
Enterprise Software
11TCr -27.37%
Technology
Other Semiconductors
1.35TCr +54.60%
Industrials
Testing & Measuring Equipment
472.38Cr +37.44%
Industrials
Other Electrical Components & Equipment
731.63Cr +39.27%
Industrials
Other Heavy Machinery & Vehicles
386.51Cr +5.01%
Technology
Social Media & Networking
189.66Cr -24.95%
Industrials
Other Electrical Components & Equipment
1.12TCr +11.42%
Technology
Other Household Electronics
2.05TCr +101.96%
Technology
Cloud Computing Services
13TCr -35.37%
Technology
Other Internet Services
12Cr -13.04%
Energy
Other Oil Related Services and Equipment
135.81Cr +51.83%
Technology
Other IT Services & Consulting
1.18TCr -26.77%
Technology
Other Electronic Equipment & Parts
2.94TCr +22.15%
Financials
Consumer Leasing
313.36Cr -28.06%
Technology
Cloud Computing Services
448.89Cr +15.51%
Technology
Phones & Smart Phones
8.47TCr -33.74%
Technology
Cloud Computing Services
312.84Cr -50.71%
Technology
Other Software
11TCr +20.90%
Technology
Other IT Services & Consulting
27TCr -2.02%
Technology
Enterprise Software
998.52Cr -20.92%
Technology
Other Semiconductors
156.82Cr +10.79%
Technology
Other Semiconductors
20TCr +7.56%
Technology
Other IT Services & Consulting
1.73TCr -35.59%
Technology
Technology Consulting & Outsourcing Services
1.03TCr +10.90%
Technology
Other Software
2.75TCr -21.73%
Technology
Other Semiconductors
11TCr +86.51%
Technology
E-commerce & Auction Services
26TCr -23.35%
Technology
Other Software
39Cr +23.24%
Technology
Mobile Application Software
87Cr +83.70%
Technology
Search Engines
4TCr -13.22%
Technology
Enterprise Software
186.17Cr -26.45%
Technology
Other Internet Services
1.26TCr -12.71%
Technology
Security Software
27TCr +79.32%
Technology
Other IT Services & Consulting
5.72TCr -17.95%

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