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 | Other Communications & Networking | 47TCr | +57.73% | ||
| Technology | Other Semiconductors | 1.13TCr | +24.79% | ||
| Technology | Other Semiconductor Equipment & Testing | 21TCr | +126.69% | ||
| Industrials | Other Industrial Machinery & Equipment | 2.85TCr | +36.32% | ||
| Technology | Integrated Circuits | 2.06TCr | +128.71% | ||
| Industrials | Elevator & Conveying Equipment | 1.64TCr | +47.67% | ||
| Technology | Other Semiconductor Equipment & Testing | 3.06TCr | +93.93% | ||
| Industrials | Testing & Measuring Equipment | 1.1TCr | +87.60% | ||
| Technology | Other Semiconductors | 1,97500Cr | +55.48% | ||
| Technology | Other Semiconductor Equipment & Testing | 73TCr | +82.40% | ||
| Technology | Other Software | 2,81800Cr | -21.32% | ||
| Technology | Semiconductor Machinery Manufacturing | 5.98TCr | +108.85% | ||
| Technology | Phones & Smart Phones | 4,37700Cr | +11.01% | ||
| Technology | Other Phones & Handheld Devices | 1,46800Cr | +195.25% | ||
| Technology | Search Engines | 4,48800Cr | +13.00% | ||
| Technology | Other Semiconductors | 5,10300Cr | +14.14% | ||
| Technology | Social Media & Networking | 1,46500Cr | -13.04% | ||
| Technology | Semiconductor Testing Equipment & Service | 6.86TCr | +128.64% | ||
| Technology | Enterprise Software | 502.85Cr | -49.04% | ||
| Industrials | Highway & Bridge Construction | 2.64TCr | +192.79% | ||
| Technology | Servers & Systems | 1.98TCr | +21.89% | ||
| Technology | Other IT Services & Consulting | 290.58Cr | +0.16% | ||
| Technology | Other Software | 532.11Cr | -35.99% | ||
| Technology | Mobile Application Software | 772.24Cr | -40.78% | ||
| Technology | Enterprise Software | 901.59Cr | -55.41% | ||
| Technology | Other IT Services & Consulting | 20Cr | +26.25% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,62900Cr | +3.61% | ||
| Technology | Other Internet Services | 33TCr | -18.09% | ||
| Technology | Application Software | 1.33TCr | -33.27% | ||
| Technology | Security Software | 11TCr | +87.27% | ||
| Technology | Other Software | 7.94TCr | +67.94% | ||
| Technology | Cloud Computing Services | 391.97Cr | -14.37% | ||
| Technology | Other Software | 31TCr | -27.83% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 14TCr | -28.19% | ||
| Technology | Application Software | 7.76TCr | -43.18% | ||
| Technology | Other Semiconductors | 88TCr | +159.04% | ||
| Technology | Financial Technology (Fintech) (NEC) | 3.17TCr | -35.57% | ||
| Technology | Other Software | 44Cr | -18.86% | ||
| Technology | Other Software | 613Cr | -20.02% | ||
| Technology | Other Semiconductors | 29TCr | +90.40% | ||
| Technology | Other Semiconductors | 5.41TCr | +61.16% | ||
| Technology | Integrated Circuits | 22TCr | +206.99% | ||
| Industrials | Other Industrial Machinery & Equipment | 4.32TCr | +30.83% | ||
| Technology | Social Media & Networking | 180.08Cr | -27.79% | ||
| Industrials | Other Heavy Electrical Equipment | 20TCr | +50.25% | ||
| Industrials | Industrial Machinery | 59Cr | +37.02% | ||
| Technology | Enterprise Software | 18TCr | -35.94% | ||
| Technology | Enterprise Software | 53TCr | -5.33% | ||
| Technology | Enterprise Software | 706.01Cr | -41.86% | ||
| Technology | Other Electronic Equipment & Parts | 12TCr | +37.60% | ||
| Technology | Other Internet Services | 51TCr | -27.71% | ||
| Industrials | Other Electrical Components & Equipment | 5.44TCr | +16.11% | ||
| Technology | Search Engines | 2.24TCr | -5.36% | ||
| Technology | Cloud Computing Services | 1.27TCr | -9.21% | ||
| Technology | Other Software | 2.83TCr | +32.21% | ||
| Technology | Other Software | 1.2TCr | -37.50% | ||
| Technology | Enterprise Software | 1.15TCr | -36.58% | ||
| Technology | Scientific & Super Computers | 2.11TCr | +33.56% | ||
| Technology | Cloud Computing Services | 1.21TCr | -3.92% | ||
| Industrials | Other Industrial Machinery & Equipment | 530.23Cr | -31.31% | ||
| Technology | Other Internet Services | 15TCr | -11.69% | ||
| Technology | Other Semiconductors | 47TCr | +285.78% | ||
| Technology | Enterprise Software | 9.8TCr | -36.46% | ||
| Technology | Other Semiconductors | 1.33TCr | +67.48% | ||
| Technology | Other IT Services & Consulting | 23TCr | -15.40% | ||
| Industrials | Testing & Measuring Equipment | 501.93Cr | +50.57% | ||
| Industrials | Other Heavy Machinery & Vehicles | 411.43Cr | +12.88% | ||
| Industrials | Other Electrical Components & Equipment | 1.15TCr | +60.95% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 1.65TCr | +56.21% | ||
| Technology | Other Household Electronics | 2.33TCr | +130.14% | ||
| Technology | Cloud Computing Services | 12TCr | -42.03% | ||
| Technology | Other Semiconductors | 6.92TCr | +215.15% | ||
| Energy | Other Oil Related Services and Equipment | 128Cr | +36.84% | ||
| Technology | Other Internet Services | 11Cr | -12.98% | ||
| Technology | Other Electronic Equipment & Parts | 2.87TCr | +20.67% | ||
| Technology | Other IT Services & Consulting | 1.02TCr | -38.08% | ||
| Technology | Security Software | 17TCr | +50.95% | ||
| Technology | Cloud Computing Services | 424.84Cr | +1.57% | ||
| Financials | Consumer Leasing | 310.39Cr | -24.34% | ||
| Technology | Cloud Computing Services | 290.56Cr | -52.67% | ||
| Technology | Phones & Smart Phones | 8.08TCr | -39.64% | ||
| Technology | Other Software | 11TCr | +25.19% | ||
| Technology | Other Internet Services | 1.14TCr | -21.23% | ||
| Technology | Security Software | 23TCr | +60.21% | ||
| Technology | Other Semiconductors | 168.24Cr | +18.66% | ||
| Technology | Enterprise Software | 969.72Cr | -24.86% | ||
| Technology | Other IT Services & Consulting | 1.74TCr | -37.91% | ||
| Technology | Technology Consulting & Outsourcing Services | 1.07TCr | +23.62% | ||
| Technology | Other Software | 2.6TCr | -28.88% | ||
| Technology | Other Computer Hardware | 6.28TCr | +106.04% | ||
| Technology | E-commerce & Auction Services | 24TCr | -28.10% | ||
| Healthcare | Other Advanced Medical Equipment & Technology | 32Cr | +27.78% | ||
| Technology | Mobile Application Software | 78Cr | +69.57% | ||
| Technology | Cloud Computing Services | 157.1Cr | -36.97% | ||
| Technology | Search Engines | 3.8TCr | -14.75% | ||
| Technology | Enterprise Software | 153.8Cr | -41.05% | ||
| Technology | Other IT Services & Consulting | 5.54TCr | -21.49% | ||
| Technology | Other Semiconductors | 24TCr | +33.80% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 3.72TCr | -5.51% | ||
| Technology | Other Software | 43Cr | -35.23% | ||
News of the components
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