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
236B +51.54%
Industrials
Other Industrial Machinery & Equipment
34.7B -3.81%
Technology
Integrated Circuits
225B +229.37%
Technology
Other Semiconductor Equipment & Testing
149B +54.75%
Technology
Other Semiconductors
8.9B +0.85%
Technology
Other Communications & Networking
435B +40.54%
Industrials
Elevator & Conveying Equipment
12.89B +10.57%
Industrials
Other Heavy Electrical Equipment
175B +35.12%
Technology
Integrated Circuits
27.3B +236.47%
Technology
Other Semiconductor Equipment & Testing
20.69B +31.86%
Industrials
Other Industrial Machinery & Equipment
26.84B +21.80%
Technology
Other Electronic Equipment & Parts
118B +35.11%
Technology
Other Phones & Handheld Devices
1,167B +117.68%
Industrials
Testing & Measuring Equipment
10.24B +69.90%
Technology
Other Semiconductors
1,971B +58.71%
Technology
Other Semiconductors
43.47B +93.65%
Technology
Other Semiconductor Equipment & Testing
625B +56.94%
Technology
Other Computer Hardware
81.03B +151.37%
Technology
Semiconductor Machinery Manufacturing
44.47B +57.23%
Technology
Other Software
3,696B +2.01%
Technology
Phones & Smart Phones
4,918B +23.00%
Technology
Search Engines
4,228B +11.52%
Technology
Semiconductor Testing Equipment & Service
55.21B +86.51%
Technology
Other Semiconductors
5,296B +17.65%
Technology
Social Media & Networking
1,738B +1.52%
Technology
Servers & Systems
26.51B +31.57%
Technology
Other IT Services & Consulting
199M +33.12%
Technology
Other Software
37.82B +73.72%
Consumer Cyclical
Internet & Mail Order Department Stores
2,709B +9.80%
Technology
Other IT Services & Consulting
2.72B -5.80%
Technology
Cloud Computing Services
2B -18.12%
Technology
Mobile Application Software
9.56B -31.23%
Technology
Other Software
18.41B -7.29%
Technology
Other Software
7.17B -17.36%
Technology
Security Software
127B +111.56%
Technology
Cloud Computing Services
6.16B +31.57%
Technology
Other Software
9.34B +16.22%
Technology
Enterprise Software
11.45B -44.64%
Industrials
Highway & Bridge Construction
15.47B +66.44%
Technology
Other IT Services & Consulting
2.89B +52.34%
Technology
Other Software
424B -1.41%
Technology
Application Software
100B -29.00%
Technology
Financial Technology (Fintech) (NEC)
33.1B -36.07%
Technology
Other Semiconductors
890B +153.56%
Technology
Other Internet Services
314B -23.74%
Healthcare
Other Advanced Medical Equipment & Technology
135B -30.75%
Technology
Other Software
84.74B +69.28%
Technology
Other Semiconductors
38.46B +12.74%
Technology
Other Semiconductors
11.55B +48.67%
Industrials
Testing & Measuring Equipment
5.02B +47.44%
Industrials
Other Heavy Machinery & Vehicles
4.71B +26.01%
Industrials
Other Electrical Components & Equipment
7.69B +55.76%
Industrials
Other Electrical Components & Equipment
7.16B -7.84%
Technology
Enterprise Software
249B -12.11%
Industrials
Industrial Machinery
705M +61.28%
Consumer Non-Cyclical
Consumer Goods Conglomerates
12.99B +15.82%
Technology
Other Electronic Equipment & Parts
3.16B +48.98%
Technology
Enterprise Software
455B -25.60%
Technology
Other Semiconductors
80.98B +48.05%
Technology
Cloud Computing Services
200B -9.59%
Technology
Search Engines
21.59B -18.47%
Industrials
Other Electrical Components & Equipment
53.72B +14.78%
Technology
Enterprise Software
5.93B -40.67%
Technology
Other Electronic Equipment & Parts
27.91B +17.51%
Technology
Other Internet Services
145B -14.03%
Technology
Cloud Computing Services
3.25B -43.15%
Technology
Other Software
77.32B -9.22%
Healthcare
Other Advanced Medical Equipment & Technology
308M +17.17%
Technology
Application Software
14.59B -22.65%
Technology
Cloud Computing Services
18.91B +33.98%
Technology
Other Semiconductors
283B +143.61%
Technology
Cloud Computing Services
16.13B +27.69%
Industrials
Other Industrial Machinery & Equipment
5.79B -29.55%
Technology
Security Software
252B +102.89%
Technology
Other Semiconductors
1.34B -2.74%
Technology
Social Media & Networking
1.61B -35.47%
Technology
Other Semiconductors
202B +3.34%
Technology
Enterprise Software
8.13B -34.75%
Technology
Other Internet Services
489B -30.05%
Technology
Other Household Electronics
24.1B +115.89%
Technology
Other IT Services & Consulting
12.43B -21.36%
Technology
Other Software
446M +38.83%
Technology
Other IT Services & Consulting
1.96B +9.32%
Technology
Cloud Computing Services
5.3B +27.40%
Technology
Phones & Smart Phones
85.75B -32.82%
Technology
Other Software
591M +7.97%
Technology
Other Internet Services
10.37B -28.70%
Financials
Consumer Leasing
2.41B -43.25%
Technology
Cloud Computing Services
119B +61.91%
Technology
Enterprise Software
143B -10.93%
Technology
Technology Consulting & Outsourcing Services
12.1B +27.99%
Technology
Other IT Services & Consulting
20.87B -26.64%
Technology
Other Software
31.28B -13.76%
Technology
Other Communications & Networking
2.76B +65.21%
Technology
Other Software
73.05B -18.48%
Technology
Mobile Application Software
781M +59.24%
Technology
Application Software
212M -32.83%
Technology
Other IT Services & Consulting
224B -22.53%
Technology
Enterprise Software
12.39B -6.88%
Consumer Cyclical
Internet & Mail Order Department Stores
35.8B -6.22%

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