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
259B +62.67%
Industrials
Other Industrial Machinery & Equipment
35.97B +0.31%
Technology
Integrated Circuits
234B +227.97%
Technology
Other Semiconductor Equipment & Testing
179B +81.31%
Technology
Other Semiconductors
11.72B +23.79%
Industrials
Testing & Measuring Equipment
5.52B +62.68%
Technology
Other Communications & Networking
467B +50.33%
Industrials
Elevator & Conveying Equipment
13.57B +17.15%
Industrials
Other Heavy Electrical Equipment
174B +35.12%
Technology
Integrated Circuits
35.05B +293.41%
Technology
Other Semiconductor Equipment & Testing
27.51B +63.81%
Industrials
Other Industrial Machinery & Equipment
29.03B +34.26%
Technology
Other Electronic Equipment & Parts
123B +42.10%
Technology
Other Phones & Handheld Devices
1,242B +118.52%
Industrials
Testing & Measuring Equipment
10.58B +73.93%
Technology
Other Semiconductors
2,069B +64.52%
Technology
Other Semiconductor Equipment & Testing
689B +71.02%
Technology
Other Semiconductors
46.49B +103.05%
Technology
Other Computer Hardware
97.52B +192.09%
Technology
Cloud Computing Services
189B -12.16%
Technology
Semiconductor Machinery Manufacturing
48.46B +69.32%
Technology
Other Software
3,973B +11.74%
Technology
Phones & Smart Phones
4,913B +24.77%
Technology
Search Engines
4,280B +12.33%
Technology
Semiconductor Testing Equipment & Service
62.96B +99.15%
Technology
Other Semiconductors
5,536B +21.40%
Technology
Social Media & Networking
1,831B +13.40%
Technology
Servers & Systems
27.5B +35.98%
Technology
Other IT Services & Consulting
212M +39.38%
Technology
Other Software
44.46B +95.10%
Consumer Cyclical
Internet & Mail Order Department Stores
2,831B +12.43%
Technology
Other IT Services & Consulting
2.84B +0.90%
Technology
Cloud Computing Services
1.52B -38.51%
Technology
Other Software
7.03B -19.86%
Technology
Security Software
143B +142.27%
Technology
Cloud Computing Services
7B +46.74%
Technology
Other Software
502B +16.19%
Technology
Other Software
20.63B +5.47%
Technology
Application Software
94.29B -31.82%
Technology
Enterprise Software
11.38B -44.54%
Technology
Enterprise Software
10.31B +28.77%
Healthcare
Other Advanced Medical Equipment & Technology
150B -24.28%
Technology
Financial Technology (Fintech) (NEC)
31.32B -33.03%
Technology
Other Semiconductors
993B +175.67%
Industrials
Highway & Bridge Construction
15.69B +62.96%
Technology
Other IT Services & Consulting
3.09B +61.71%
Technology
Other Internet Services
293B -24.54%
Technology
Other Software
105B +111.32%
Healthcare
Other Advanced Medical Equipment & Technology
281M +6.57%
Technology
Other Semiconductors
41.02B +16.12%
Technology
Other Semiconductors
12.08B +53.17%
Industrials
Other Heavy Machinery & Vehicles
3.9B +9.96%
Industrials
Other Electrical Components & Equipment
7.94B +61.49%
Technology
Enterprise Software
247B -6.67%
Industrials
Industrial Machinery
845M +85.96%
Consumer Non-Cyclical
Consumer Goods Conglomerates
12.03B +9.73%
Technology
Other Electronic Equipment & Parts
3.31B +56.36%
Technology
Enterprise Software
429B -29.52%
Technology
Other Semiconductors
85.45B +51.66%
Technology
Search Engines
20.53B -24.21%
Technology
Mobile Application Software
10.54B -20.16%
Technology
Other Electronic Equipment & Parts
28.45B +20.68%
Technology
Other Internet Services
146B -12.99%
Technology
Other Software
97.17B +12.76%
Technology
Cloud Computing Services
3.51B -39.01%
Technology
Application Software
21.1B +11.68%
Technology
Other Semiconductors
284B +133.91%
Technology
Cloud Computing Services
20.19B +43.65%
Technology
Security Software
282B +123.27%
Technology
Cloud Computing Services
129B +77.83%
Technology
Other Semiconductors
1.34B -4.45%
Industrials
Other Electrical Components & Equipment
7.84B +0.57%
Technology
Other Semiconductors
187B +1.57%
Technology
Enterprise Software
8.72B -24.41%
Technology
Other Internet Services
487B -28.91%
Technology
Other Household Electronics
25.17B +118.17%
Industrials
Other Electrical Components & Equipment
56.99B +22.58%
Technology
Enterprise Software
5.86B -40.90%
Technology
Other Software
97.73B +7.21%
Technology
Other IT Services & Consulting
13.22B -17.49%
Technology
Other Software
480M +49.91%
Technology
Other IT Services & Consulting
2.13B +17.94%
Technology
Cloud Computing Services
4.98B +25.08%
Technology
Phones & Smart Phones
85.14B -37.61%
Technology
Cloud Computing Services
18.35B +49.76%
Technology
Enterprise Software
146B -8.05%
Industrials
Other Industrial Machinery & Equipment
5.54B -29.28%
Technology
Social Media & Networking
1.61B -36.00%
Technology
Other IT Services & Consulting
21.87B -18.91%
Consumer Cyclical
Internet & Mail Order Department Stores
36.41B -6.32%
Technology
Technology Consulting & Outsourcing Services
11.26B +13.88%
Technology
Other Software
32.24B -7.01%
Technology
E-commerce & Auction Services
277B -24.47%
Technology
Other Communications & Networking
2.87B +73.25%
Technology
Processors
71.37M +254.24%
Technology
Mobile Application Software
799M +57.91%
Technology
Other Software
631M +18.50%
Technology
Application Software
207M -36.32%
Technology
Other Internet Services
12.12B -17.28%
Financials
Consumer Leasing
2.35B -44.83%

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