Investment Themes
A computer operates with one or more processors. The power of the processor determines the speed of calculation and data analysis. To improve capabilities, ever-smaller components are used, going beyond the nanometer scale, where quantum physics replaces classical physics. This leads to quantum computing. A quantum computer has a special feature: unlike a classical computer, where each memory cell displays a 0 or a 1, a quantum computer can display two pieces of information simultaneously in each memory cell. This dramatically increases computing capacity. For example, a calculation that would take a classical computer 10,000 years would take a quantum computer just a few minutes.
The global market for quantum computing is estimated at around $500 million in 2021, and is expected to grow exponentially to around $65 billion by 2030, with a compound annual growth rate (CAGR) of over 50%. Increasing adoption of this technology by businesses and governments, as well as massive investment in R&D, will fuel this growth.
Quantum computing embodies a promising future investment theme, with considerable growth potential and a profound impact on various industries. Investors should consider allocating a portion of their portfolio to this disruptive technology to benefit from the expected exponential growth.
This thematic list includes most of the listed companies - from start-ups to established multinationals - that are active in the field of quantum computing.
Our selection
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,86700Cr | +13.02% | ||
| Technology | Search Engines | 4,19900Cr | +8.58% | ||
| Technology | Other Semiconductors | 5,26900Cr | +16.26% | ||
| Technology | Other Software | 3,59600Cr | -0.53% | ||
| Technology | Other Internet Services | 51TCr | -24.64% | ||
| Technology | Other Semiconductors | 567.41Cr | -28.40% | ||
| Technology | Scientific & Super Computers | 1.72TCr | -7.78% | ||
| Technology | Other IT Services & Consulting | 22TCr | -20.77% | ||
| Technology | Other Software | 7.68TCr | -15.94% | ||
| Technology | Cloud Computing Services | 719.55Cr | -28.87% | ||
| Technology | Other Software | 190.58Cr | -21.10% | ||
| Technology | Other Semiconductors | 49TCr | +148.93% | ||
| - | - | 7.03TCr | - | ||
| Technology | Other Software | 3.09Cr | -48.65% | ||
| Technology | Security Software | 36Cr | -5.64% | ||
News of the components
| ░░░░ | ░░░░░ ░░ ░░░ ░░░ ░░ ░░░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░ ░░░░░ ░░ ░░░░░░ ░░░░ ░░ ░░░░░░░ ░░ ░░░░░ ░░░░░░░ ░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░░ ░░ ░░░░░ ░░░░ ░░░░░░░░░ ░░░░░ ░░░ ░░░░░░░░ ░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░░ ░░ ░░░░░ ░░░░ ░░░░░░░░░ ░░░░░ ░░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░ ░░ ░░░░░░ ░░░ ░ ░░░░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░ ░░ ░░░░ ░░░ ░░░░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░ ░░ ░░░░ ░░░ ░░░░░░░ ░░░░░░░░░░ ░░░ ░░░░░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░ ░░░░ ░░ ░░░░ ░░░ ░░░░░ ░░ ░░░░░░░░░ ░░░ ░░░░░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░░ ░░ ░░░░░░░░░ ░░░░░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░ ░░░░ ░░░░░░░░░ ░░░░ ░░ ░░░ ░░░░░░░░ ░░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░ ░ ░░░░░ ░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░ ░░░░░░░ ░░░░░ ░░░░ ░░░░░░░ ░░░░░░ ░░░ ░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░ ░░ ░░░░ ░░░░░ ░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░ ░░░ ░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░░░ ░░░ ░░░ ░░░░░░░░░░ ░░ ░░░░░░░░░░ ░░ ░░░░ ░░░░░░░░░░░ ░░░░ ░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░ ░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░ ░░░ ░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░ ░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░ ░░░░░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░ ░░░ ░░ ░░ ░░░░░░░ ░░░ ░░░ ░░ ░░░░░░░ ░░░░ ░░░░ ░░ ░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░░░ | ░░ |
Heatmap
Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- Quantum computing
















