Investment Themes

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

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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

Technology
Social Media & Networking
255.11Cr +9.11%
Industrials
Elevator & Conveying Equipment
1.19TCr +53.97%
Technology
Other Semiconductors
1,21000Cr +35.81%
Technology
Other Semiconductor Equipment & Testing
43TCr +41.61%
Technology
Other Phones & Handheld Devices
48TCr +103.76%
Technology
Other Internet Services
71TCr +45.08%
Technology
Other Software
3,59100Cr +14.63%
Technology
Cloud Computing Services
24TCr -22.06%
Technology
Enterprise Software
1.02TCr +28.99%
Technology
Search Engines
2.53TCr +25.44%
Technology
Search Engines
3,88100Cr +69.71%
Technology
Other Semiconductors
4,43200Cr +35.83%
Technology
Social Media & Networking
1,69700Cr +15.01%
Industrials
Highway & Bridge Construction
998.69Cr +92.99%
Technology
Cloud Computing Services
441.91Cr +41.77%
Technology
Enterprise Software
302.38Cr +24.20%
Technology
Other Internet Services
19TCr +51.39%
Technology
Other Software
991.42Cr +46.89%
Consumer Cyclical
Internet & Mail Order Department Stores
2,45400Cr +4.62%
Technology
Cloud Computing Services
523.82Cr +4.18%
Technology
Other Software
1.93TCr +17.80%
Technology
Application Software
2.07TCr -5.63%
Technology
Security Software
6.46TCr -8.00%
Financials
Consumer Leasing
454.81Cr -24.07%
Technology
Other Software
43TCr +140.33%
Technology
Phones & Smart Phones
14TCr +23.42%
Healthcare
Other Advanced Medical Equipment & Technology
20TCr +10.23%
Technology
Enterprise Software
1.99TCr -45.48%
Technology
Other Semiconductors
35TCr +80.45%
Technology
Application Software
14TCr -22.13%
Technology
Enterprise Software
18TCr -19.41%
Technology
Cloud Computing Services
1.28TCr -22.65%
Technology
Other Internet Services
46TCr +12.46%
Technology
Other Internet Services
1.81TCr -7.76%
Technology
Financial Technology (Fintech) (NEC)
4.95TCr -4.61%
Technology
Other Semiconductors
873.43Cr -6.16%
Technology
Integrated Circuits
7.27TCr +0.71%
Industrials
Other Industrial Machinery & Equipment
3.56TCr +41.49%
Technology
Other Communications & Networking
31TCr +31.71%
Technology
Other Semiconductors
156.63Cr -18.12%
Technology
Other Semiconductors
816.7Cr -3.81%
Technology
Other Computer Hardware
327.89Cr -2.90%
Industrials
Other Heavy Electrical Equipment
13TCr +19.91%
Technology
Enterprise Software
29TCr -10.30%
Technology
Enterprise Software
1.25TCr -0.85%
Technology
Technology Consulting & Outsourcing Services
924.28Cr +37.72%
Technology
Other Electronic Equipment & Parts
8.47TCr -15.26%
Technology
Semiconductor Testing Equipment & Service
3.14TCr +59.44%
Industrials
Other Electrical Components & Equipment
4.6TCr +10.84%
Technology
Phones & Smart Phones
4,11900Cr +11.32%
Technology
Other Internet Services
16Cr -18.52%
Technology
Other Software
129.94Cr -8.55%
Technology
Other Electronic Equipment & Parts
2.45TCr +12.53%
Technology
Servers & Systems
2.07TCr +13.81%
Technology
Security Software
14TCr +9.28%
Technology
Other Software
62Cr -53.46%
Technology
Cloud Computing Services
1.34TCr -18.22%
Technology
Other Software
9.19TCr +12.34%
Technology
Other Semiconductors
17TCr -2.65%
Technology
Other Semiconductor Equipment & Testing
9.77TCr +37.11%
Industrials
Other Heavy Machinery & Vehicles
389.17Cr +2.19%
Technology
Integrated Circuits
950.59Cr +63.24%
Industrials
Other Industrial Machinery & Equipment
2.28TCr -8.65%
Technology
Enterprise Software
62TCr +30.57%
Industrials
Testing & Measuring Equipment
643.72Cr +7.14%
Technology
Other Software
84Cr -55.15%
Technology
Semiconductor Machinery Manufacturing
2.94TCr -5.33%
Technology
Application Software
759.14Cr -2.33%
Technology
Application Software
5.31TCr +5.96%
Technology
Cloud Computing Services
419.54Cr +18.31%
Technology
Other Semiconductors
15TCr +14.55%
Industrials
Other Industrial Machinery & Equipment
680.05Cr +151.79%
Technology
Other Computer Hardware
3.08TCr +9.27%
Technology
Other IT Services & Consulting
29TCr +40.08%
Industrials
Testing & Measuring Equipment
352.74Cr +6.65%
Technology
Enterprise Software
1.36TCr -15.91%
Industrials
Industrial Machinery
45Cr +30.26%
Technology
Other IT Services & Consulting
2.86TCr -8.22%
Consumer Cyclical
Internet & Mail Order Department Stores
4.24TCr -13.76%
Technology
Other Semiconductors
19TCr +13.79%
Consumer Non-Cyclical
Consumer Goods Conglomerates
1.15TCr +50.55%
Technology
Other Software
3.64TCr -28.45%
Technology
E-commerce & Auction Services
35TCr +86.72%
Industrials
Commercial Equipment
732.8Cr +10.94%
Technology
Other Software
57Cr +61.02%
Technology
Enterprise Software
1.99TCr +18.20%
Technology
Other IT Services & Consulting
1.74TCr -34.91%
Technology
Application Software
67Cr -8.47%
Technology
Other Software
1.96TCr +103.74%
Technology
Other Software
786.82Cr -24.64%
Industrials
Other Electrical Components & Equipment
520.12Cr -23.09%
Technology
Other Semiconductors
2.32TCr -8.88%
Technology
Other Electronic Equipment & Parts
211.1Cr -12.27%
Technology
Other Semiconductor Equipment & Testing
1.88TCr +109.15%
Technology
Other Communications & Networking
2.7TCr +3.84%
Technology
Other Semiconductors
5.68TCr +19.73%
Technology
Other IT Services & Consulting
278.3Cr -4.14%
Technology
Other IT Services & Consulting
184.09Cr +46.20%
Technology
Cloud Computing Services
7.04TCr +86.62%
Energy
Other Oil Related Services and Equipment
107.81Cr -21.35%

News of the components

░░░░ ░░░░░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░ ░░░░░░░ ░░░ ░░░░░ ░░░░░░ ░░░░ ░░░░░ ░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░ ░░ ░░░░░░░░░░░░░░ ░░ ░░ ░░░░░ ░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░░ ░░░░░ ░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░░░░░░░ ░░░░░░░░░ ░░░ ░░░ ░░ ░░░░░ ░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░░ ░░ ░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░ ░░░░░░ ░░░ ░░ ░░░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░ ░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░ ░░░░░░░
░░░░ ░░░░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░ ░ ░░░ ░░░░░░ ░░░░ ░░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░ ░░░ ░ ░░░░░░░░░ ░░░░░░░░░ ░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░ ░░ ░░░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░ ░░ ░░░░░░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░░░░ ░░ ░░░░░░░░░░ ░ ░░░░░░ ░░ ░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░ ░░░ ░░ ░░░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░ ░░░░░░ ░░░░░░ ░░░ ░░░░░░ ░░ ░░░░░░░ ░░░░░ ░░░░ ░░ ░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░░░░░ ░░░░░░ ░░░░░░░ ░ ░░░░░░░░ ░░░░░
░░░░ ░░░░░░░ ░░░ ░░░ ░░░ ░░░░░░░ ░░ ░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░ ░░░ ░░░ ░░░░░░░ ░░ ░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░░

Heatmap

Calendar of the components

░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░ ░░░░░░░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░
░░░░ ░░░░░░░░ ░░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. Artificial Intelligence: From science fiction to the future engine of the economy