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 Semiconductors
239B +50.88%
Industrials
Other Industrial Machinery & Equipment
35.27B -1.00%
Technology
Integrated Circuits
198B +161.19%
Technology
Other Semiconductor Equipment & Testing
158B +63.17%
Technology
Other Communications & Networking
443B +45.87%
Technology
Other Semiconductors
10.71B +10.11%
Industrials
Other Industrial Machinery & Equipment
28.21B +30.41%
Industrials
Elevator & Conveying Equipment
13.67B +17.65%
Technology
Integrated Circuits
25.76B +162.12%
Industrials
Other Heavy Electrical Equipment
180B +35.90%
Technology
Other Semiconductor Equipment & Testing
19.47B +16.75%
Technology
Other Electronic Equipment & Parts
124B +44.94%
Technology
Other Computer Hardware
73.14B +129.93%
Industrials
Testing & Measuring Equipment
10.38B +71.54%
Technology
Other Semiconductors
1,965B +54.84%
Technology
Other Semiconductors
43.99B +96.48%
Technology
Other Semiconductor Equipment & Testing
670B +65.38%
Technology
Semiconductor Machinery Manufacturing
46.94B +63.41%
Technology
Other Software
3,686B +2.64%
Technology
Phones & Smart Phones
4,575B +15.30%
Technology
Other Phones & Handheld Devices
1,201B +114.35%
Technology
Search Engines
4,167B +9.27%
Technology
Semiconductor Testing Equipment & Service
56.77B +87.59%
Technology
Other Semiconductors
5,078B +12.42%
Technology
Social Media & Networking
1,468B -12.72%
Technology
Enterprise Software
5.56B -43.35%
Technology
Other IT Services & Consulting
279M +52.50%
Technology
Servers & Systems
24.19B +27.74%
Technology
Other IT Services & Consulting
2.52B -11.10%
Industrials
Highway & Bridge Construction
15.22B +62.43%
Technology
Other Software
35.09B +60.62%
Consumer Cyclical
Internet & Mail Order Department Stores
2,807B +12.76%
Technology
Mobile Application Software
9.17B -32.84%
Technology
Other Software
8.24B +5.05%
Technology
Other Software
8.68B +2.26%
Technology
Enterprise Software
11.82B -40.92%
Technology
Security Software
116B +98.39%
Technology
Other IT Services & Consulting
2.96B +40.18%
Technology
Cloud Computing Services
6.11B +32.93%
Technology
Other Software
19.53B +0.48%
Technology
Other Software
427B -0.14%
Technology
Other Semiconductors
785B +124.57%
Technology
Other Software
81.75B +67.42%
Technology
Other Internet Services
339B -13.12%
Technology
Application Software
109B -21.86%
Healthcare
Other Advanced Medical Equipment & Technology
131B -34.60%
Technology
Other Semiconductors
40.21B +16.21%
Technology
Other Semiconductors
11.87B +49.28%
Industrials
Testing & Measuring Equipment
5.05B +47.86%
Industrials
Other Electrical Components & Equipment
8.05B +2.67%
Technology
Enterprise Software
242B -12.73%
Industrials
Industrial Machinery
651M +46.60%
Consumer Non-Cyclical
Consumer Goods Conglomerates
13.51B +26.52%
Technology
Search Engines
23.77B -9.07%
Industrials
Other Electrical Components & Equipment
56.21B +19.43%
Technology
Other Electronic Equipment & Parts
29.37B +24.05%
Healthcare
Other Advanced Medical Equipment & Technology
307M +16.67%
Technology
Other Internet Services
160B -3.94%
Technology
Security Software
193B +61.43%
Technology
Cloud Computing Services
17.68B +26.50%
Technology
Application Software
16.45B -12.97%
Technology
Financial Technology (Fintech) (NEC)
39.4B -21.93%
Technology
Other Semiconductors
268B +129.68%
Industrials
Other Industrial Machinery & Equipment
5.27B -31.75%
Technology
Cloud Computing Services
14.91B +19.06%
Technology
Other Semiconductors
1.39B -4.79%
Technology
Social Media & Networking
1.73B -31.12%
Industrials
Other Heavy Machinery & Vehicles
4.9B +31.87%
Industrials
Other Electrical Components & Equipment
7.96B +64.82%
Technology
Other Semiconductors
175B -4.29%
Technology
Enterprise Software
8.75B -27.59%
Technology
Other Electronic Equipment & Parts
3.33B +56.53%
Technology
Enterprise Software
429B -23.62%
Technology
Other Semiconductors
83.37B +50.65%
Technology
Other Internet Services
510B -25.24%
Technology
Other Household Electronics
24.42B +118.17%
Technology
Cloud Computing Services
168B -22.38%
Technology
Other Software
389M +20.18%
Technology
Other IT Services & Consulting
12.1B -23.00%
Technology
Other Software
92.17B +7.07%
Technology
Cloud Computing Services
3.69B -36.61%
Technology
Cloud Computing Services
5.25B +28.90%
Technology
Other Software
613M +12.20%
Technology
Phones & Smart Phones
93.44B -30.08%
Financials
Consumer Leasing
2.97B -30.32%
Technology
Scientific & Super Computers
15.9B -10.79%
Technology
Enterprise Software
130B -17.88%
Technology
Other IT Services & Consulting
21.06B -24.64%
Technology
Technology Consulting & Outsourcing Services
12.72B +32.36%
Technology
Other Software
34.77B -5.12%
Technology
Other IT Services & Consulting
3.17M -88.30%
Technology
Other IT Services & Consulting
1.92B +9.60%
Technology
Application Software
616M -6.84%
Technology
Mobile Application Software
801M +68.25%
Technology
Application Software
256M -18.29%
Energy
Other Oil Related Services and Equipment
1.44B +56.14%
Technology
Other Internet Services
13.2B -9.97%
Technology
Security Software
277B +84.21%
Technology
Other IT Services & Consulting
217B -22.40%
Technology
Enterprise Software
12.97B -1.15%

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