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 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%

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