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
3.57TCr +0.31%
Technology
Social Media & Networking
238.7Cr -4.60%
Technology
Integrated Circuits
952.61Cr +7.53%
Technology
Other Semiconductors
806.64Cr -9.12%
Industrials
Elevator & Conveying Equipment
1.32TCr +16.21%
Technology
Other Semiconductor Equipment & Testing
52TCr +28.02%
Technology
Integrated Circuits
1,50500Cr +20.32%
Industrials
Testing & Measuring Equipment
795.07Cr +33.35%
Technology
Other Software
2,93700Cr -18.21%
Technology
Phones & Smart Phones
3,67200Cr -8.00%
Technology
Search Engines
2.22TCr -8.04%
Technology
Other Internet Services
64TCr -8.60%
Technology
Other Phones & Handheld Devices
78TCr +53.04%
Technology
Enterprise Software
717.59Cr -28.92%
Technology
Semiconductor Testing Equipment & Service
4.48TCr +47.97%
Technology
Other Semiconductors
4,37900Cr -3.35%
Technology
Search Engines
3,65200Cr -3.42%
Technology
Social Media & Networking
1,55200Cr -7.03%
Technology
Other IT Services & Consulting
32Cr +111.25%
Industrials
Highway & Bridge Construction
1.22TCr +30.01%
Technology
Other IT Services & Consulting
245.07Cr -12.68%
Technology
Other Software
619.24Cr -29.35%
Technology
Other Software
55Cr -14.43%
Technology
Enterprise Software
1.39TCr -34.14%
Technology
Other Software
1.89TCr -12.47%
Technology
Other Software
36TCr -15.08%
Technology
Cloud Computing Services
355.72Cr -24.97%
Technology
Security Software
6.17TCr +5.07%
Technology
Other Semiconductors
32TCr -9.70%
Healthcare
Other Advanced Medical Equipment & Technology
17TCr -16.63%
Consumer Cyclical
Internet & Mail Order Department Stores
2,22900Cr -10.03%
Technology
Application Software
1.86TCr -10.52%
Technology
Enterprise Software
1.55TCr -15.17%
Technology
Enterprise Software
12TCr -25.83%
Technology
Application Software
10TCr -28.76%
Technology
Enterprise Software
189.26Cr -27.75%
Technology
Phones & Smart Phones
11TCr -15.22%
Technology
Cloud Computing Services
1.04TCr -23.99%
Technology
Other Internet Services
15TCr -10.26%
Technology
Mobile Application Software
770.16Cr -43.49%
Financials
Consumer Leasing
250.07Cr -39.72%
Technology
Other Semiconductors
753.74Cr -3.89%
Technology
Integrated Circuits
8.54TCr +20.28%
Technology
Other Communications & Networking
31TCr +1.69%
Technology
Other Semiconductor Equipment & Testing
11TCr +11.71%
Industrials
Other Heavy Electrical Equipment
15TCr +12.19%
Technology
Enterprise Software
22TCr -20.12%
Industrials
Industrial Machinery
50Cr +10.68%
Technology
Other Semiconductor Equipment & Testing
2.11TCr +26.67%
Technology
Enterprise Software
918.74Cr -25.05%
Technology
Technology Consulting & Outsourcing Services
829.78Cr -6.18%
Technology
Enterprise Software
45TCr -20.42%
Technology
Other Electronic Equipment & Parts
9.25TCr +7.41%
Technology
Semiconductor Machinery Manufacturing
3.84TCr +32.53%
Technology
Cloud Computing Services
18TCr -27.21%
Industrials
Other Electrical Components & Equipment
4.91TCr +4.47%
Technology
Servers & Systems
1.85TCr +5.06%
Technology
Other Internet Services
11Cr -11.54%
Technology
Other Internet Services
40TCr +1.65%
Technology
Other Software
7.92TCr -8.17%
Technology
Security Software
14TCr -9.33%
Technology
Other Software
841.29Cr -56.01%
Technology
Cloud Computing Services
1.14TCr -11.42%
Technology
Other Software
92Cr -30.03%
Technology
Financial Technology (Fintech) (NEC)
3.3TCr -33.56%
Technology
Other IT Services & Consulting
23TCr -16.86%
Industrials
Other Heavy Machinery & Vehicles
316.65Cr -13.37%
Technology
Enterprise Software
1.03TCr -22.44%
Technology
Other Semiconductors
126.76Cr -10.62%
Industrials
Other Industrial Machinery & Equipment
2.62TCr +21.56%
Technology
Other IT Services & Consulting
2.08TCr -24.22%
Technology
Other Semiconductors
2.91TCr +27.52%
Technology
Other Semiconductors
12TCr +5.89%
Industrials
Other Industrial Machinery & Equipment
621.6Cr -16.92%
Technology
Other Electronic Equipment & Parts
2.96TCr +25.10%
Healthcare
Other Advanced Medical Equipment & Technology
43Cr +63.13%
Technology
Other IT Services & Consulting
1.08TCr -34.54%
Technology
Cloud Computing Services
7.48TCr +7.76%
Technology
Application Software
4.41TCr -8.43%
Technology
Other Semiconductors
3.35TCr -2.79%
Technology
Other Semiconductors
17TCr +9.97%
Industrials
Other Electrical Components & Equipment
558.34Cr +14.44%
Industrials
Testing & Measuring Equipment
373.69Cr +10.54%
Consumer Cyclical
Internet & Mail Order Department Stores
3.88TCr -1.32%
Consumer Non-Cyclical
Consumer Goods Conglomerates
1.72TCr +58.19%
Technology
Other Software
2.77TCr -22.42%
Technology
E-commerce & Auction Services
30TCr -7.76%
Industrials
Commercial Equipment
673.9Cr -13.96%
Energy
Other Oil Related Services and Equipment
129.92Cr +40.67%
Technology
Cloud Computing Services
353.7Cr -15.33%
Technology
Other Software
32Cr -34.33%
Industrials
Other Aerospace & Defense
1.63TCr +15.31%
Technology
Other IT Services & Consulting
6.1TCr -14.90%
Technology
Other Computer Hardware
252.81Cr -27.07%
Industrials
Other Electrical Components & Equipment
742.17Cr -3.97%
Technology
Other Electronic Equipment & Parts
244.01Cr +10.22%
Technology
Other Semiconductors
5.91TCr +5.58%
Technology
Other Household Electronics
1.29TCr +23.07%
Technology
Cloud Computing Services
191.07Cr -21.98%
Technology
Other Software
532.93Cr -31.75%

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