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
| Technology | Other Software | 2,93700Cr | -18.21% | ||
| Technology | Search Engines | 3,65200Cr | -3.42% | ||
| Technology | Other Semiconductors | 4,37900Cr | -3.35% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,22900Cr | -10.03% | ||
| Technology | Other Internet Services | 64TCr | -8.60% | ||
| Technology | Cloud Computing Services | 649.2Cr | -32.89% | ||
| Technology | Other IT Services & Consulting | 23TCr | -16.86% | ||
| Technology | Other Semiconductors | 537.09Cr | -27.00% | ||
| Technology | Other Software | 7.9TCr | -12.15% | ||
| Technology | Scientific & Super Computers | 1.21TCr | -26.50% | ||
| Technology | Other Software | 163.91Cr | -28.85% | ||
| Consumer Non-Cyclical | Consumer Goods Conglomerates | 15TCr | +20.20% | ||
| Technology | Security Software | 21Cr | -37.71% | ||
| Technology | Other Semiconductors | 23TCr | +24.04% | ||
| Technology | Other Software | 2.82Cr | -51.69% | ||
News of the components
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