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
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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