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
3.29TCr -7.08%
Technology
Integrated Circuits
18TCr +141.96%
Technology
Other Semiconductors
28TCr +60.33%
Technology
Other Semiconductor Equipment & Testing
14TCr +27.52%
Technology
Other Semiconductors
833.51Cr -15.67%
Technology
Other Communications & Networking
41TCr +24.26%
Industrials
Industrial Machinery
63Cr +23.57%
Industrials
Testing & Measuring Equipment
487.89Cr +34.81%
Industrials
Elevator & Conveying Equipment
1.19TCr -1.58%
Technology
Integrated Circuits
2.9TCr +201.41%
Industrials
Other Heavy Electrical Equipment
16TCr +13.98%
Technology
Other Semiconductor Equipment & Testing
2.22TCr +13.24%
Industrials
Other Industrial Machinery & Equipment
2.45TCr +8.58%
Technology
Other Electronic Equipment & Parts
12TCr +27.72%
Technology
Other Electronic Equipment & Parts
302.74Cr +32.62%
Technology
Other Phones & Handheld Devices
1,03800Cr +68.06%
Industrials
Testing & Measuring Equipment
892.6Cr +32.00%
Technology
Other Semiconductors
1,78200Cr +44.52%
Technology
Other Semiconductor Equipment & Testing
57TCr +35.66%
Technology
Other Semiconductors
4.1TCr +65.17%
Technology
Other Computer Hardware
6.65TCr +83.85%
Technology
Cloud Computing Services
19TCr -16.04%
Technology
Semiconductor Machinery Manufacturing
3.74TCr +22.84%
Technology
Other Software
4,12700Cr +10.82%
Technology
Semiconductor Testing Equipment & Service
3.92TCr +9.91%
Technology
Other Semiconductors
4,83300Cr -2.63%
Technology
Search Engines
3,54300Cr -9.72%
Technology
Social Media & Networking
1,61000Cr -8.33%
Technology
Other Software
42Cr +20.00%
Technology
Other IT Services & Consulting
20Cr +30.00%
Technology
Servers & Systems
1.94TCr -7.48%
Technology
Other Software
3.3TCr +41.28%
Consumer Cyclical
Internet & Mail Order Department Stores
2,87700Cr +12.73%
Industrials
Highway & Bridge Construction
865.23Cr -20.21%
Technology
Security Software
9.51TCr +54.28%
Technology
Other IT Services & Consulting
321.87Cr +7.49%
Technology
Other Software
704.08Cr -20.62%
Technology
Cloud Computing Services
729.57Cr +50.21%
Technology
Other Software
41TCr -12.80%
Technology
Other Software
1.87TCr +10.48%
Technology
Application Software
9.67TCr -29.59%
Technology
Enterprise Software
1.08TCr -48.93%
Technology
Other Internet Services
27TCr -30.08%
Technology
Financial Technology (Fintech) (NEC)
3.03TCr -35.09%
Technology
Other Semiconductors
80TCr +88.83%
Technology
Other IT Services & Consulting
271.86Cr +33.36%
Technology
Enterprise Software
941.56Cr +11.61%
Healthcare
Other Advanced Medical Equipment & Technology
17TCr -17.28%
Technology
Other Software
6.78TCr +28.39%
Healthcare
Other Advanced Medical Equipment & Technology
26Cr -2.53%
Technology
Other Semiconductors
1.17TCr +47.24%
Technology
Other Semiconductors
4.09TCr +1.77%
Industrials
Other Heavy Machinery & Vehicles
358.78Cr -0.24%
Industrials
Other Electrical Components & Equipment
642.45Cr +24.92%
Technology
Enterprise Software
28TCr +3.55%
Consumer Non-Cyclical
Consumer Goods Conglomerates
1.14TCr -0.22%
Technology
Enterprise Software
39TCr -40.92%
Technology
Other Semiconductors
7.31TCr +21.79%
Technology
Search Engines
1.91TCr -23.75%
Technology
Phones & Smart Phones
5,07900Cr +26.60%
Technology
Other Electronic Equipment & Parts
2.91TCr +15.86%
Technology
Mobile Application Software
1TCr -36.93%
Technology
Cloud Computing Services
1.72TCr +13.27%
Technology
Application Software
2.12TCr +11.70%
Technology
Other Software
9.04TCr -0.37%
Technology
Other Internet Services
14TCr -15.82%
Technology
Cloud Computing Services
369.94Cr -28.29%
Technology
Other Semiconductors
20TCr +52.52%
Technology
Cloud Computing Services
1.34TCr +0.83%
Technology
Cloud Computing Services
141.94Cr -42.13%
Technology
Security Software
25TCr +85.34%
Technology
Cloud Computing Services
9.49TCr +24.02%
Industrials
Other Electrical Components & Equipment
628.57Cr -20.94%
Technology
Other Semiconductors
18TCr -8.36%
Technology
Enterprise Software
981.11Cr -26.72%
Technology
Other Software
3.84TCr +9.86%
Technology
Other Internet Services
46TCr -28.15%
Industrials
Other Electrical Components & Equipment
5.44TCr +8.61%
Technology
Other Household Electronics
1.84TCr +55.39%
Technology
Other Software
8.87TCr -6.26%
Technology
Processors
5.82Cr +168.64%
Technology
Other IT Services & Consulting
1.43TCr -3.19%
Technology
Other IT Services & Consulting
148.88Cr -24.20%
Industrials
Other Industrial Machinery & Equipment
487.16Cr -41.11%
Technology
Application Software
20Cr -40.32%
Technology
Enterprise Software
11TCr -33.18%
Technology
Social Media & Networking
159.44Cr -36.79%
Technology
Other Semiconductors
104.14Cr -28.00%
Technology
Other IT Services & Consulting
2.47TCr -8.26%
Technology
Technology Consulting & Outsourcing Services
1.18TCr +19.53%
Consumer Cyclical
Internet & Mail Order Department Stores
3.73TCr -0.21%
Technology
E-commerce & Auction Services
26TCr -26.27%
Technology
Enterprise Software
562.35Cr -43.79%
Technology
Enterprise Software
356.85Cr +52.54%
Technology
Other Communications & Networking
275.43Cr +44.01%
Technology
Cloud Computing Services
542.19Cr +32.11%
Technology
Mobile Application Software
86Cr +60.47%
Technology
Phones & Smart Phones
9.43TCr -20.36%
Technology
Other Software
77Cr +40.11%
Technology
Other Internet Services
1.22TCr -23.56%

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