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
| 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% | ||
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