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
36.76B +2.37%
Technology
Other Semiconductor Equipment & Testing
127B +28.23%
Technology
Integrated Circuits
13.88B +53.18%
Technology
Other Semiconductors
9.09B +0.14%
Technology
Social Media & Networking
2.16B -13.50%
Industrials
Elevator & Conveying Equipment
14.82B +29.26%
Industrials
Testing & Measuring Equipment
9.27B +54.25%
Technology
Semiconductor Machinery Manufacturing
45.34B +51.82%
Technology
Other Software
3,139B -12.58%
Technology
Other Semiconductor Equipment & Testing
565B +35.01%
Technology
Integrated Circuits
1,675B +30.97%
Technology
Cloud Computing Services
149B -31.24%
Technology
Phones & Smart Phones
3,967B -0.60%
Technology
Other Phones & Handheld Devices
945B +80.15%
Technology
Enterprise Software
7.37B -26.98%
Technology
Semiconductor Testing Equipment & Service
59.55B +96.52%
Technology
Other Semiconductors
4,900B +8.14%
Technology
Search Engines
4,121B +9.16%
Technology
Social Media & Networking
1,748B +4.31%
Technology
Other IT Services & Consulting
306M +98.75%
Industrials
Highway & Bridge Construction
14.23B +51.41%
Technology
Other IT Services & Consulting
2.56B -10.97%
Technology
Other Software
483M -24.76%
Technology
Other Software
5.45B -36.49%
Technology
Enterprise Software
11.73B -44.56%
Technology
Other Software
350B -17.64%
Technology
Cloud Computing Services
2.97B -37.42%
Technology
Enterprise Software
100B -36.90%
Consumer Cyclical
Internet & Mail Order Department Stores
2,695B +8.55%
Technology
Security Software
60.56B +3.06%
Technology
Application Software
98.81B -30.16%
Technology
Other Semiconductors
454B +29.99%
Technology
Enterprise Software
1.59B -39.13%
Healthcare
Other Advanced Medical Equipment & Technology
167B -17.15%
Technology
Mobile Application Software
10.18B -25.28%
Technology
Cloud Computing Services
10.62B -22.52%
Technology
Integrated Circuits
97.73B +34.62%
Technology
Other Communications & Networking
341B +11.97%
Industrials
Other Industrial Machinery & Equipment
28B +28.72%
Technology
Enterprise Software
215B -25.01%
Industrials
Industrial Machinery
593M +30.21%
Industrials
Other Heavy Electrical Equipment
176B +27.46%
Technology
Other Semiconductor Equipment & Testing
22.65B +34.76%
Technology
Enterprise Software
503B -10.18%
Technology
Enterprise Software
9.44B -25.38%
Technology
Technology Consulting & Outsourcing Services
9.66B +6.41%
Technology
Other Electronic Equipment & Parts
96.36B +10.82%
Technology
Other Internet Services
588B -14.77%
Industrials
Other Electrical Components & Equipment
54.12B +15.07%
Technology
Search Engines
22.17B -10.72%
Technology
Servers & Systems
17.15B -2.43%
Technology
Application Software
16.63B -19.79%
Technology
Other Internet Services
410B +3.79%
Technology
Other Software
21.23B -1.50%
Technology
Enterprise Software
16.08B -11.56%
Technology
Other Internet Services
157B -5.62%
Technology
Security Software
136B -8.88%
Technology
Other Software
85.87B -0.50%
Technology
Cloud Computing Services
10.62B -17.86%
Technology
Phones & Smart Phones
105B -18.58%
Financials
Consumer Leasing
3.28B -20.95%
Technology
Other Semiconductors
177B +52.53%
Technology
Financial Technology (Fintech) (NEC)
36.68B -28.37%
Technology
Other Software
911M -30.98%
Technology
Other Semiconductors
42.62B +23.60%
Technology
Other Semiconductors
8.71B +8.59%
Technology
Other IT Services & Consulting
238B -14.43%
Industrials
Other Heavy Machinery & Vehicles
3.53B -6.42%
Technology
Other IT Services & Consulting
22.16B -22.25%
Consumer Non-Cyclical
Consumer Goods Conglomerates
16.23B +47.88%
Technology
Other Household Electronics
14.48B +35.15%
Technology
Other Software
392M -18.62%
Industrials
Other Industrial Machinery & Equipment
7.94B +6.17%
Technology
Other Electronic Equipment & Parts
29.45B +24.49%
Healthcare
Other Advanced Medical Equipment & Technology
413M +56.06%
Technology
Cloud Computing Services
4.53B +4.82%
Technology
Other Internet Services
117M -9.56%
Technology
Other IT Services & Consulting
11.43B -30.92%
Technology
Other Software
11.31B -41.32%
Technology
Other Internet Services
12.89B -22.29%
Technology
Application Software
44.8B -6.90%
Technology
Other Semiconductors
209B +32.47%
Industrials
Other Electrical Components & Equipment
6.22B +26.19%
Industrials
Testing & Measuring Equipment
4.11B +18.69%
Technology
Enterprise Software
11.4B -14.96%
Technology
Other Semiconductors
1.36B -6.51%
Technology
Other Software
30.13B -18.71%
Technology
Other Software
428M -37.93%
Technology
Other Semiconductors
39.04B +65.82%
Industrials
Commercial Equipment
6.88B -12.24%
Energy
Other Oil Related Services and Equipment
1.35B +46.09%
Technology
Other IT Services & Consulting
65.75B -9.93%
Industrials
Other Electrical Components & Equipment
8.51B +9.06%
Consumer Cyclical
Internet & Mail Order Department Stores
43.32B +10.10%
Technology
Other Electronic Equipment & Parts
3.14B +39.82%
Technology
Other Semiconductors
74.91B +29.61%
Technology
E-commerce & Auction Services
316B -3.80%
Technology
Other Software
4.92B -36.96%
Technology
Cloud Computing Services
1.91B -22.71%
Technology
Mobile Application Software
687M +43.60%

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