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

Technology
Other Semiconductors
24TCr +50.86%
Industrials
Other Industrial Machinery & Equipment
3.53TCr -1.00%
Technology
Integrated Circuits
20TCr +161.19%
Technology
Other Semiconductor Equipment & Testing
16TCr +63.17%
Technology
Other Communications & Networking
44TCr +45.72%
Technology
Other Semiconductors
1.07TCr +10.11%
Industrials
Other Industrial Machinery & Equipment
2.82TCr +30.41%
Industrials
Elevator & Conveying Equipment
1.37TCr +17.65%
Technology
Integrated Circuits
2.58TCr +162.12%
Industrials
Other Heavy Electrical Equipment
18TCr +33.57%
Technology
Other Semiconductor Equipment & Testing
1.95TCr +16.75%
Technology
Other Electronic Equipment & Parts
12TCr +44.94%
Technology
Other Computer Hardware
7.31TCr +128.93%
Industrials
Testing & Measuring Equipment
1.04TCr +73.43%
Technology
Other Semiconductors
1,96500Cr +54.84%
Technology
Other Semiconductors
4.4TCr +94.63%
Technology
Other Semiconductor Equipment & Testing
67TCr +61.34%
Technology
Semiconductor Machinery Manufacturing
4.69TCr +58.50%
Technology
Other Software
3,68600Cr +3.37%
Technology
Phones & Smart Phones
4,57500Cr +14.72%
Technology
Other Phones & Handheld Devices
1,20100Cr +114.35%
Technology
Search Engines
4,16700Cr +8.75%
Technology
Semiconductor Testing Equipment & Service
5.68TCr +87.56%
Technology
Other Semiconductors
5,07800Cr +20.60%
Technology
Social Media & Networking
1,46800Cr -11.87%
Technology
Enterprise Software
556.18Cr -40.85%
Technology
Other IT Services & Consulting
28Cr +52.50%
Technology
Servers & Systems
2.42TCr +31.91%
Technology
Other IT Services & Consulting
251.66Cr -7.79%
Industrials
Highway & Bridge Construction
1.52TCr +63.56%
Technology
Other Software
3.51TCr +67.77%
Consumer Cyclical
Internet & Mail Order Department Stores
2,80700Cr +11.34%
Technology
Mobile Application Software
916.63Cr -32.78%
Technology
Other Software
823.82Cr +12.12%
Technology
Other Software
868.37Cr +10.80%
Technology
Enterprise Software
1.18TCr -36.72%
Technology
Security Software
12TCr +108.70%
Technology
Other IT Services & Consulting
295.8Cr +40.18%
Technology
Cloud Computing Services
611.19Cr +42.72%
Technology
Other Software
1.95TCr +0.28%
Technology
Other Software
43TCr +2.70%
Technology
Other Semiconductors
79TCr +121.85%
Technology
Other Software
8.18TCr +83.46%
Technology
Other Internet Services
34TCr -15.18%
Technology
Application Software
11TCr -18.23%
Healthcare
Other Advanced Medical Equipment & Technology
13TCr -34.67%
Technology
Other Semiconductors
4.02TCr +16.45%
Technology
Other Semiconductors
1.19TCr +49.28%
Industrials
Testing & Measuring Equipment
505.3Cr +45.01%
Industrials
Other Electrical Components & Equipment
805.42Cr +2.67%
Technology
Enterprise Software
24TCr -10.23%
Industrials
Industrial Machinery
65Cr +46.60%
Consumer Non-Cyclical
Consumer Goods Conglomerates
1.35TCr +26.52%
Technology
Search Engines
2.38TCr -9.07%
Industrials
Other Electrical Components & Equipment
5.62TCr +18.83%
Technology
Other Electronic Equipment & Parts
2.94TCr +23.09%
Healthcare
Other Advanced Medical Equipment & Technology
31Cr +16.67%
Technology
Other Internet Services
16TCr -6.38%
Technology
Security Software
19TCr +88.24%
Technology
Cloud Computing Services
1.77TCr +36.12%
Technology
Application Software
1.65TCr -10.26%
Technology
Financial Technology (Fintech) (NEC)
3.94TCr -21.50%
Technology
Other Semiconductors
27TCr +141.45%
Industrials
Other Industrial Machinery & Equipment
527.42Cr -30.84%
Technology
Cloud Computing Services
1.49TCr +24.80%
Technology
Other Semiconductors
138.96Cr -4.79%
Technology
Social Media & Networking
172.95Cr -30.92%
Industrials
Other Heavy Machinery & Vehicles
489.88Cr +31.56%
Industrials
Other Electrical Components & Equipment
796.43Cr +64.82%
Technology
Other Semiconductors
17TCr -5.13%
Technology
Enterprise Software
874.62Cr -24.35%
Technology
Other Electronic Equipment & Parts
332.56Cr +53.51%
Technology
Enterprise Software
43TCr -22.53%
Technology
Other Semiconductors
8.34TCr +50.81%
Technology
Other Internet Services
51TCr -25.24%
Technology
Other Household Electronics
2.44TCr +118.17%
Technology
Cloud Computing Services
17TCr -7.70%
Technology
Other Software
39Cr +25.69%
Technology
Other IT Services & Consulting
1.21TCr -21.12%
Technology
Other Software
9.22TCr +7.43%
Technology
Cloud Computing Services
369.37Cr -36.61%
Technology
Cloud Computing Services
524.61Cr +30.47%
Technology
Other Software
61Cr +15.51%
Technology
Phones & Smart Phones
9.34TCr -30.08%
Financials
Consumer Leasing
296.51Cr -28.42%
Technology
Scientific & Super Computers
1.59TCr -7.18%
Technology
Enterprise Software
13TCr -10.07%
Technology
Other IT Services & Consulting
2.11TCr -22.95%
Technology
Technology Consulting & Outsourcing Services
1.27TCr +32.36%
Technology
Other Software
3.48TCr -3.10%
Technology
Other IT Services & Consulting
31.66L -88.20%
Technology
Other IT Services & Consulting
191.99Cr +14.66%
Technology
Application Software
62Cr -6.84%
Technology
Mobile Application Software
80Cr +75.73%
Technology
Application Software
26Cr -24.70%
Energy
Other Oil Related Services and Equipment
144.29Cr +55.98%
Technology
Other Internet Services
1.32TCr -9.81%
Technology
Security Software
28TCr +103.73%
Technology
Other IT Services & Consulting
22TCr -20.36%
Technology
Enterprise Software
1.3TCr +1.02%

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