Investment Themes
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 | 9.89B | -1.06% | ||
Technology | Integrated Circuits | 69.45B | -10.25% | ||
Technology | Social Media & Networking | 2.39B | +2.30% | ||
Technology | Enterprise Software | 361B | +11.91% | ||
Industrials | Elevator & Conveying Equipment | 9.1B | +10.27% | ||
Technology | Other Semiconductors | 961B | +0.47% | ||
Technology | Other Software | 3,691B | +17.82% | ||
Consumer Cyclical | Internet & Mail Order Department Stores | 47.14B | -5.68% | ||
Technology | Cloud Computing Services | 262B | -18.15% | ||
Technology | E-commerce & Auction Services | 245B | +27.36% | ||
Technology | Other Internet Services | 583B | +19.33% | ||
Technology | Search Engines | 2,120B | -7.89% | ||
Technology | Social Media & Networking | 1,812B | +23.08% | ||
Technology | Search Engines | 28.01B | +29.71% | ||
Technology | Other Semiconductors | 3,904B | +19.15% | ||
Technology | Other IT Services & Consulting | 170M | +58.11% | ||
Industrials | Highway & Bridge Construction | 6.9B | +34.77% | ||
Technology | Other Internet Services | 196M | +1.23% | ||
Technology | Other IT Services & Consulting | 1.32B | -20.29% | ||
Technology | Phones & Smart Phones | 194B | +66.38% | ||
Technology | Other Internet Services | 204B | +61.60% | ||
Technology | Cloud Computing Services | 5.37B | +5.39% | ||
Technology | Other Software | 7.07B | +4.01% | ||
Technology | Cloud Computing Services | 20.41B | +24.44% | ||
Technology | Cloud Computing Services | 16.98B | +3.51% | ||
Technology | Other Internet Services | 543B | +43.08% | ||
Technology | Other Software | 330B | +84.73% | ||
Technology | Security Software | 82.31B | +13.82% | ||
Consumer Cyclical | Internet & Mail Order Department Stores | 2,329B | -0.01% | ||
Technology | Enterprise Software | 212B | -3.50% | ||
Technology | Application Software | 162B | -14.04% | ||
Technology | Enterprise Software | 29.4B | -20.00% | ||
Healthcare | Other Advanced Medical Equipment & Technology | 189B | +1.02% | ||
Technology | Application Software | 32.26B | +8.77% | ||
Technology | Security Software | 136B | +12.11% | ||
Technology | Financial Technology (Fintech) (NEC) | 57.66B | +9.02% | ||
Technology | Other Computer Hardware | 27.32B | -2.48% | ||
Technology | Other Communications & Networking | 272B | +15.86% | ||
Technology | Other Semiconductor Equipment & Testing | 85.08B | +12.36% | ||
Technology | Other Semiconductors | 1.5B | -26.73% | ||
Technology | Other Computer Hardware | 4.08B | +19.42% | ||
Industrials | Other Heavy Electrical Equipment | 108B | -2.91% | ||
Technology | Enterprise Software | 16.94B | +37.29% | ||
Technology | Other Semiconductors | 175B | +3.80% | ||
Technology | Technology Consulting & Outsourcing Services | 9.26B | +28.56% | ||
Technology | Other Semiconductor Equipment & Testing | 309B | -0.15% | ||
Technology | Other Electronic Equipment & Parts | 93.71B | -12.92% | ||
Technology | Other Software | 2.48B | +34.90% | ||
Technology | Semiconductor Machinery Manufacturing | 29.51B | -7.80% | ||
Technology | Phones & Smart Phones | 3,137B | -16.14% | ||
Technology | Semiconductor Testing Equipment & Service | 14.79B | -26.76% | ||
Technology | Enterprise Software | 9.23B | +15.73% | ||
Technology | Other Software | 18.64B | +12.99% | ||
Technology | Cloud Computing Services | 2.68B | -13.53% | ||
Technology | Cloud Computing Services | 6.42B | +81.46% | ||
Technology | Application Software | 21.46B | -2.70% | ||
Technology | Other Software | 9.09B | -13.13% | ||
Financials | Consumer Leasing | 7.24B | +23.55% | ||
Technology | Other IT Services & Consulting | 5.11B | -35.94% | ||
Technology | Search Engines | 31.04B | +7.08% | ||
Technology | Application Software | 7.7B | -8.92% | ||
Technology | Servers & Systems | 29.31B | +61.12% | ||
Technology | Other Software | 85.57B | +13.63% | ||
Technology | Enterprise Software | 2.32B | -5.09% | ||
Technology | Other Internet Services | 24.2B | +23.31% | ||
Technology | Other Software | 862M | -38.24% | ||
Industrials | Other Industrial Machinery & Equipment | 4.98B | +92.70% | ||
Technology | Other Semiconductors | 156B | +19.80% | ||
Healthcare | Other Healthcare Facilities & Services | 249M | -3.87% | ||
Technology | Other Semiconductors | 197B | +15.53% | ||
Industrials | Other Industrial Machinery & Equipment | 23.82B | -8.98% | ||
Technology | Enterprise Software | 15.96B | -2.76% | ||
Technology | Integrated Circuits | 5.61B | -10.29% | ||
Technology | Other Semiconductors | 8.92B | -1.98% | ||
Industrials | Other Industrial Machinery & Equipment | 21.42B | -18.75% | ||
Industrials | Testing & Measuring Equipment | 5.56B | -7.61% | ||
Technology | Other Semiconductor Equipment & Testing | 11.53B | +23.91% | ||
Consumer Non-Cyclical | Consumer Goods Conglomerates | 11.58B | +37.77% | ||
Technology | Other Phones & Handheld Devices | 293B | +15.41% | ||
Technology | Other Software | 48.43B | -4.99% | ||
Industrials | Other Electrical Components & Equipment | 41.87B | +0.59% | ||
Technology | Cloud Computing Services | 1.88B | +23.90% | ||
Technology | Other Electronic Equipment & Parts | 24.13B | +10.97% | ||
Energy | Other Oil Related Services and Equipment | 1.02B | -27.90% | ||
Technology | Other Software | 88.27B | +7.60% | ||
Industrials | Other Aerospace & Defense | 11.66B | +54.05% | ||
Technology | Other Semiconductors | 223B | +14.10% | ||
Technology | Other IT Services & Consulting | 264B | +32.11% | ||
Technology | Satellite Service Operators | 3.45B | +9.82% | ||
Industrials | Other Electrical Components & Equipment | 5.08B | -24.53% | ||
Industrials | Industrial Machinery | 412M | +10.84% | ||
Technology | Other IT Services & Consulting | 28.46B | -8.82% | ||
Technology | Enterprise Software | 659B | +40.72% | ||
Technology | Other Electronic Equipment & Parts | 2.65B | +9.46% | ||
Technology | Enterprise Software | 601M | +111.02% | ||
Technology | Other IT Services & Consulting | 2.19B | -26.52% | ||
Technology | Other Software | 3.54B | -23.41% | ||
Technology | Other Software | 1.57B | +11.04% | ||
Technology | Application Software | 746M | -9.00% | ||
Technology | Other IT Services & Consulting | 1.62B | +28.97% | ||
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