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 Communications & Networking
479B +54.97%
Technology
Other Semiconductors
11.14B +24.64%
Technology
Other Semiconductor Equipment & Testing
219B +112.59%
Industrials
Other Industrial Machinery & Equipment
29.04B +30.98%
Technology
Integrated Circuits
20.13B +122.35%
Industrials
Elevator & Conveying Equipment
16.58B +43.95%
Technology
Other Semiconductor Equipment & Testing
31.92B +75.41%
Industrials
Testing & Measuring Equipment
11.25B +79.85%
Technology
Other Semiconductors
2,056B +60.65%
Technology
Other Semiconductor Equipment & Testing
729B +69.50%
Technology
Other Software
2,729B -22.55%
Technology
Semiconductor Machinery Manufacturing
60.37B +91.54%
Technology
Phones & Smart Phones
4,362B +10.36%
Technology
Other Phones & Handheld Devices
1,461B +158.55%
Technology
Other Semiconductors
5,054B +8.47%
Technology
Search Engines
4,262B +10.73%
Technology
Social Media & Networking
1,431B -14.37%
Technology
Semiconductor Testing Equipment & Service
71.54B +114.70%
Technology
Enterprise Software
4.91B -50.62%
Industrials
Highway & Bridge Construction
28.62B +189.36%
Technology
Servers & Systems
22.94B +15.70%
Technology
Other IT Services & Consulting
2.79B +1.74%
Technology
Other Software
5.26B -37.13%
Technology
Mobile Application Software
7.67B -44.30%
Technology
Enterprise Software
8.85B -56.50%
Technology
Other IT Services & Consulting
190M +22.50%
Consumer Cyclical
Internet & Mail Order Department Stores
2,504B +1.97%
Technology
Other Internet Services
307B -22.31%
Technology
Application Software
13.28B -34.36%
Technology
Security Software
107B +84.54%
Technology
Other Software
78.8B +63.17%
Technology
Cloud Computing Services
3.82B -16.12%
Healthcare
Other Advanced Medical Equipment & Technology
143B -28.85%
Technology
Other Software
286B -32.89%
Technology
Application Software
77.47B -43.55%
Technology
Other Semiconductors
899B +144.12%
Technology
Financial Technology (Fintech) (NEC)
31.56B -39.42%
Technology
Other Software
428M -20.40%
Technology
Other Software
6.11B -21.53%
Technology
Other Semiconductors
302B +76.81%
Technology
Other Semiconductors
55.68B +50.08%
Technology
Integrated Circuits
225B +217.13%
Industrials
Other Industrial Machinery & Equipment
46.02B +22.60%
Technology
Social Media & Networking
1.81B -28.42%
Industrials
Other Heavy Electrical Equipment
199B +45.42%
Industrials
Industrial Machinery
611M +32.34%
Technology
Enterprise Software
177B -34.94%
Technology
Enterprise Software
504B -12.06%
Technology
Enterprise Software
7.07B -41.38%
Technology
Other Electronic Equipment & Parts
117B +33.52%
Technology
Other Internet Services
497B -30.75%
Industrials
Other Electrical Components & Equipment
55.36B +14.58%
Technology
Search Engines
21.59B -16.49%
Technology
Cloud Computing Services
12.6B -7.74%
Technology
Other Software
27.87B +29.39%
Technology
Other Software
11.85B -37.51%
Technology
Other IT Services & Consulting
9.93B -37.86%
Technology
Enterprise Software
11.48B -37.12%
Technology
Scientific & Super Computers
21.77B +31.00%
Technology
Cloud Computing Services
11.79B -5.33%
Technology
Cloud Computing Services
2.83B -53.35%
Industrials
Other Industrial Machinery & Equipment
5.11B -35.33%
Technology
Other Internet Services
145B -13.63%
Technology
Other Semiconductors
435B +242.60%
Technology
Enterprise Software
95.92B -36.55%
Technology
Other Semiconductors
14.66B +76.48%
Technology
Other IT Services & Consulting
237B -10.81%
Industrials
Testing & Measuring Equipment
5.05B +45.58%
Industrials
Other Heavy Machinery & Vehicles
4.13B +10.97%
Industrials
Other Electrical Components & Equipment
12.3B +50.46%
Consumer Non-Cyclical
Consumer Goods Conglomerates
16.79B +48.41%
Technology
Other Semiconductors
70.58B +183.96%
Technology
Other Household Electronics
24.94B +119.80%
Technology
Cloud Computing Services
123B -42.20%
Energy
Other Oil Related Services and Equipment
1.3B +40.51%
Technology
Other Electronic Equipment & Parts
28.57B +20.04%
Technology
Security Software
172B +45.54%
Technology
Cloud Computing Services
4.17B +0.34%
Financials
Consumer Leasing
3B -26.89%
Technology
Phones & Smart Phones
77.85B -42.44%
Technology
Other Software
107B +22.44%
Technology
Other Internet Services
10.92B -22.85%
Technology
Security Software
233B +57.91%
Technology
Other Semiconductors
1.69B +13.18%
Technology
Enterprise Software
9.54B -24.88%
Technology
Other IT Services & Consulting
17.06B -37.05%
Technology
Technology Consulting & Outsourcing Services
10.49B +11.72%
Technology
Other Software
25.67B -26.68%
Technology
Other Computer Hardware
64.09B +97.13%
Technology
E-commerce & Auction Services
240B -29.94%
Technology
Other Internet Services
113M -16.97%
Healthcare
Other Advanced Medical Equipment & Technology
331M +25.76%
Technology
Mobile Application Software
782M +67.96%
Technology
Cloud Computing Services
1.56B -36.65%
Technology
Enterprise Software
1.46B -43.46%
Technology
Search Engines
38.02B -15.74%
Technology
Other IT Services & Consulting
54.37B -21.82%
Technology
Other Semiconductors
234B +16.97%
Consumer Cyclical
Internet & Mail Order Department Stores
36.49B -7.79%
Technology
Other Software
425M -35.80%

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  1. Stock Market
  2. Investment Themes
  3. Artificial Intelligence: From science fiction to the future engine of the economy
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