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

Industrials
Other Industrial Machinery & Equipment
38.15B +9.09%
Technology
Other Communications & Networking
441B +45.32%
Technology
Other Semiconductor Equipment & Testing
182B +89.69%
Technology
Other Semiconductors
8.76B -0.85%
Technology
Integrated Circuits
15.86B +80.47%
Industrials
Other Heavy Electrical Equipment
178B +33.74%
Industrials
Other Industrial Machinery & Equipment
26.81B +27.12%
Industrials
Elevator & Conveying Equipment
14.1B +26.32%
Technology
Other Semiconductor Equipment & Testing
23.12B +41.31%
Technology
Other Electronic Equipment & Parts
106B +25.05%
Industrials
Testing & Measuring Equipment
10.66B +78.07%
Technology
Other Semiconductors
1,833B +47.74%
Technology
Other Software
2,925B -18.57%
Technology
Other Semiconductor Equipment & Testing
676B +66.81%
Technology
Semiconductor Machinery Manufacturing
48.63B +67.97%
Technology
Phones & Smart Phones
4,902B +22.76%
Technology
Other Phones & Handheld Devices
1,083B +112.68%
Technology
Search Engines
4,228B +10.79%
Technology
Other Semiconductors
4,912B +8.75%
Technology
Semiconductor Testing Equipment & Service
50.46B +66.54%
Technology
Social Media & Networking
1,640B -2.13%
Technology
Enterprise Software
5.37B -46.15%
Industrials
Highway & Bridge Construction
19.59B +108.52%
Technology
Other IT Services & Consulting
2.87B +0.26%
Technology
Servers & Systems
15.64B -17.39%
Technology
Other Software
6.4B -18.36%
Technology
Other Software
6.3B -25.87%
Technology
Mobile Application Software
7.62B -43.87%
Technology
Enterprise Software
11.49B -44.12%
Technology
Other IT Services & Consulting
165M +10.00%
Consumer Cyclical
Internet & Mail Order Department Stores
2,659B +7.11%
Technology
Other Internet Services
287B -26.46%
Technology
Security Software
118B +103.51%
Technology
Other Software
92.08B +90.23%
Technology
Other Software
317B -25.52%
Technology
Application Software
94.31B -32.21%
Technology
Other Semiconductors
808B +131.49%
Technology
Cloud Computing Services
5.61B +19.96%
Healthcare
Other Advanced Medical Equipment & Technology
122B -39.01%
Technology
Financial Technology (Fintech) (NEC)
30.09B -39.41%
Technology
Other Software
518M -6.33%
Industrials
Other Industrial Machinery & Equipment
5.25B -30.67%
Technology
Other Semiconductors
43.96B +27.06%
Technology
Other Semiconductors
258B +63.71%
Technology
Integrated Circuits
166B +135.66%
Industrials
Industrial Machinery
535M +20.60%
Technology
Enterprise Software
184B -33.80%
Technology
Enterprise Software
7.37B -39.92%
Consumer Non-Cyclical
Consumer Goods Conglomerates
13.41B +25.46%
Technology
Enterprise Software
364B -35.14%
Technology
Other Computer Hardware
60.68B +90.76%
Industrials
Other Electrical Components & Equipment
54.32B +15.44%
Technology
Search Engines
19.12B -21.65%
Technology
Other Semiconductors
54.72B +139.75%
Technology
Cloud Computing Services
14.89B +6.56%
Technology
Other Software
31.38B +45.37%
Healthcare
Other Advanced Medical Equipment & Technology
287M +11.62%
Technology
Application Software
14.37B -28.61%
Technology
Other Software
12.66B -34.37%
Technology
Security Software
207B +73.29%
Technology
Enterprise Software
12.29B -32.71%
Technology
Cloud Computing Services
12.89B +2.47%
Technology
Scientific & Super Computers
12.98B -22.49%
Technology
Other Internet Services
147B -11.32%
Technology
Other Semiconductors
285B +144.43%
Technology
Enterprise Software
106B -32.61%
Technology
Other Semiconductors
11.42B +46.83%
Industrials
Testing & Measuring Equipment
4.73B +37.55%
Industrials
Other Heavy Machinery & Vehicles
3.99B +9.25%
Industrials
Other Electrical Components & Equipment
6.43B +34.07%
Technology
Social Media & Networking
1.9B -24.17%
Industrials
Other Electrical Components & Equipment
8.17B +7.57%
Technology
Other Semiconductors
181B +0.43%
Technology
Other Internet Services
529B -22.94%
Technology
Other Household Electronics
20.34B +94.78%
Technology
Cloud Computing Services
140B -35.54%
Technology
Other Internet Services
105M -20.12%
Energy
Other Oil Related Services and Equipment
1.41B +52.79%
Technology
Other IT Services & Consulting
12.49B -23.96%
Technology
Other Electronic Equipment & Parts
29.44B +24.43%
Financials
Consumer Leasing
2.82B -32.52%
Technology
Cloud Computing Services
4.7B +12.90%
Technology
Phones & Smart Phones
88.07B -31.60%
Technology
Cloud Computing Services
3B -49.59%
Technology
Other Software
91.05B +5.61%
Technology
Other IT Services & Consulting
200B -28.20%
Technology
Enterprise Software
10.21B -21.92%
Technology
Other Semiconductors
1.39B +0.17%
Technology
Other IT Services & Consulting
17.74B -35.80%
Technology
Technology Consulting & Outsourcing Services
10.37B +16.21%
Technology
Other Software
26.96B -24.98%
Technology
Other Electronic Equipment & Parts
3.39B +56.44%
Technology
Other Semiconductors
94.66B +68.73%
Technology
E-commerce & Auction Services
262B -21.57%
Technology
Other Software
381M +17.84%
Technology
Mobile Application Software
857M +79.81%
Technology
Other IT Services & Consulting
1.99B +19.35%
Technology
Other Internet Services
13B -10.39%
Technology
Security Software
292B +94.72%
Technology
Other IT Services & Consulting
59.17B -17.35%

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