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 | 3.29TCr | -7.08% | ||
| Technology | Integrated Circuits | 18TCr | +141.96% | ||
| Technology | Other Semiconductors | 28TCr | +60.33% | ||
| Technology | Other Semiconductor Equipment & Testing | 14TCr | +27.52% | ||
| Technology | Other Semiconductors | 833.51Cr | -15.67% | ||
| Technology | Other Communications & Networking | 41TCr | +24.26% | ||
| Industrials | Industrial Machinery | 63Cr | +23.57% | ||
| Industrials | Testing & Measuring Equipment | 487.89Cr | +34.81% | ||
| Industrials | Elevator & Conveying Equipment | 1.19TCr | -1.58% | ||
| Technology | Integrated Circuits | 2.9TCr | +201.41% | ||
| Industrials | Other Heavy Electrical Equipment | 16TCr | +13.98% | ||
| Technology | Other Semiconductor Equipment & Testing | 2.22TCr | +13.24% | ||
| Industrials | Other Industrial Machinery & Equipment | 2.45TCr | +8.58% | ||
| Technology | Other Electronic Equipment & Parts | 12TCr | +27.72% | ||
| Technology | Other Electronic Equipment & Parts | 302.74Cr | +32.62% | ||
| Technology | Other Phones & Handheld Devices | 1,03800Cr | +68.06% | ||
| Industrials | Testing & Measuring Equipment | 892.6Cr | +32.00% | ||
| Technology | Other Semiconductors | 1,78200Cr | +44.52% | ||
| Technology | Other Semiconductor Equipment & Testing | 57TCr | +35.66% | ||
| Technology | Other Semiconductors | 4.1TCr | +65.17% | ||
| Technology | Other Computer Hardware | 6.65TCr | +83.85% | ||
| Technology | Cloud Computing Services | 19TCr | -16.04% | ||
| Technology | Semiconductor Machinery Manufacturing | 3.74TCr | +22.84% | ||
| Technology | Other Software | 4,12700Cr | +10.82% | ||
| Technology | Semiconductor Testing Equipment & Service | 3.92TCr | +9.91% | ||
| Technology | Other Semiconductors | 4,83300Cr | -2.63% | ||
| Technology | Search Engines | 3,54300Cr | -9.72% | ||
| Technology | Social Media & Networking | 1,61000Cr | -8.33% | ||
| Technology | Other Software | 42Cr | +20.00% | ||
| Technology | Other IT Services & Consulting | 20Cr | +30.00% | ||
| Technology | Servers & Systems | 1.94TCr | -7.48% | ||
| Technology | Other Software | 3.3TCr | +41.28% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,87700Cr | +12.73% | ||
| Industrials | Highway & Bridge Construction | 865.23Cr | -20.21% | ||
| Technology | Security Software | 9.51TCr | +54.28% | ||
| Technology | Other IT Services & Consulting | 321.87Cr | +7.49% | ||
| Technology | Other Software | 704.08Cr | -20.62% | ||
| Technology | Cloud Computing Services | 729.57Cr | +50.21% | ||
| Technology | Other Software | 41TCr | -12.80% | ||
| Technology | Other Software | 1.87TCr | +10.48% | ||
| Technology | Application Software | 9.67TCr | -29.59% | ||
| Technology | Enterprise Software | 1.08TCr | -48.93% | ||
| Technology | Other Internet Services | 27TCr | -30.08% | ||
| Technology | Financial Technology (Fintech) (NEC) | 3.03TCr | -35.09% | ||
| Technology | Other Semiconductors | 80TCr | +88.83% | ||
| Technology | Other IT Services & Consulting | 271.86Cr | +33.36% | ||
| Technology | Enterprise Software | 941.56Cr | +11.61% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 17TCr | -17.28% | ||
| Technology | Other Software | 6.78TCr | +28.39% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 26Cr | -2.53% | ||
| Technology | Other Semiconductors | 1.17TCr | +47.24% | ||
| Technology | Other Semiconductors | 4.09TCr | +1.77% | ||
| Industrials | Other Heavy Machinery & Vehicles | 358.78Cr | -0.24% | ||
| Industrials | Other Electrical Components & Equipment | 642.45Cr | +24.92% | ||
| Technology | Enterprise Software | 28TCr | +3.55% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 1.14TCr | -0.22% | ||
| Technology | Enterprise Software | 39TCr | -40.92% | ||
| Technology | Other Semiconductors | 7.31TCr | +21.79% | ||
| Technology | Search Engines | 1.91TCr | -23.75% | ||
| Technology | Phones & Smart Phones | 5,07900Cr | +26.60% | ||
| Technology | Other Electronic Equipment & Parts | 2.91TCr | +15.86% | ||
| Technology | Mobile Application Software | 1TCr | -36.93% | ||
| Technology | Cloud Computing Services | 1.72TCr | +13.27% | ||
| Technology | Application Software | 2.12TCr | +11.70% | ||
| Technology | Other Software | 9.04TCr | -0.37% | ||
| Technology | Other Internet Services | 14TCr | -15.82% | ||
| Technology | Cloud Computing Services | 369.94Cr | -28.29% | ||
| Technology | Other Semiconductors | 20TCr | +52.52% | ||
| Technology | Cloud Computing Services | 1.34TCr | +0.83% | ||
| Technology | Cloud Computing Services | 141.94Cr | -42.13% | ||
| Technology | Security Software | 25TCr | +85.34% | ||
| Technology | Cloud Computing Services | 9.49TCr | +24.02% | ||
| Industrials | Other Electrical Components & Equipment | 628.57Cr | -20.94% | ||
| Technology | Other Semiconductors | 18TCr | -8.36% | ||
| Technology | Enterprise Software | 981.11Cr | -26.72% | ||
| Technology | Other Software | 3.84TCr | +9.86% | ||
| Technology | Other Internet Services | 46TCr | -28.15% | ||
| Industrials | Other Electrical Components & Equipment | 5.44TCr | +8.61% | ||
| Technology | Other Household Electronics | 1.84TCr | +55.39% | ||
| Technology | Other Software | 8.87TCr | -6.26% | ||
| Technology | Processors | 5.82Cr | +168.64% | ||
| Technology | Other IT Services & Consulting | 1.43TCr | -3.19% | ||
| Technology | Other IT Services & Consulting | 148.88Cr | -24.20% | ||
| Industrials | Other Industrial Machinery & Equipment | 487.16Cr | -41.11% | ||
| Technology | Application Software | 20Cr | -40.32% | ||
| Technology | Enterprise Software | 11TCr | -33.18% | ||
| Technology | Social Media & Networking | 159.44Cr | -36.79% | ||
| Technology | Other Semiconductors | 104.14Cr | -28.00% | ||
| Technology | Other IT Services & Consulting | 2.47TCr | -8.26% | ||
| Technology | Technology Consulting & Outsourcing Services | 1.18TCr | +19.53% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 3.73TCr | -0.21% | ||
| Technology | E-commerce & Auction Services | 26TCr | -26.27% | ||
| Technology | Enterprise Software | 562.35Cr | -43.79% | ||
| Technology | Enterprise Software | 356.85Cr | +52.54% | ||
| Technology | Other Communications & Networking | 275.43Cr | +44.01% | ||
| Technology | Cloud Computing Services | 542.19Cr | +32.11% | ||
| Technology | Mobile Application Software | 86Cr | +60.47% | ||
| Technology | Phones & Smart Phones | 9.43TCr | -20.36% | ||
| Technology | Other Software | 77Cr | +40.11% | ||
| Technology | Other Internet Services | 1.22TCr | -23.56% | ||
News of the components
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