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
Social Media & Networking
2.52B +9.37%
Industrials
Elevator & Conveying Equipment
12.07B +51.94%
Technology
Other Semiconductors
1,195B +35.81%
Technology
Other Semiconductor Equipment & Testing
432B +40.21%
Technology
Other Phones & Handheld Devices
468B +103.76%
Technology
Other Internet Services
710B +46.28%
Technology
Other Software
3,574B +13.99%
Technology
Cloud Computing Services
232B -22.04%
Technology
Search Engines
25.07B +25.44%
Technology
Enterprise Software
9.67B +28.13%
Technology
Search Engines
3,837B +69.69%
Technology
Other Semiconductors
4,456B +35.52%
Technology
Social Media & Networking
1,667B +15.19%
Industrials
Highway & Bridge Construction
10.21B +87.63%
Technology
Cloud Computing Services
4.23B +37.01%
Technology
Enterprise Software
2.91B +23.17%
Technology
Other Internet Services
189B +52.40%
Technology
Other Software
9.81B +45.12%
Technology
Cloud Computing Services
5.37B +4.64%
Consumer Cyclical
Internet & Mail Order Department Stores
2,449B +4.59%
Technology
Other Software
18.98B +17.66%
Technology
Application Software
21.32B -5.98%
Technology
Security Software
63.34B -8.57%
Financials
Consumer Leasing
4.59B -23.57%
Technology
Other Software
424B +137.72%
Technology
Phones & Smart Phones
140B +24.00%
Healthcare
Other Advanced Medical Equipment & Technology
202B +9.70%
Technology
Other Semiconductors
352B +80.74%
Technology
Application Software
138B -22.35%
Technology
Enterprise Software
19.75B -45.58%
Technology
Enterprise Software
174B -19.57%
Technology
Cloud Computing Services
12.76B -22.36%
Technology
Other Internet Services
437B +12.17%
Technology
Other Internet Services
18.4B -6.95%
Technology
Financial Technology (Fintech) (NEC)
48.89B -6.10%
Technology
Other Semiconductors
8.72B -6.16%
Technology
Integrated Circuits
71.52B +0.71%
Technology
Other Communications & Networking
307B +31.43%
Technology
Other Semiconductors
1.58B -18.12%
Technology
Other Semiconductors
8.19B -3.81%
Technology
Other Computer Hardware
3.35B -3.79%
Industrials
Other Heavy Electrical Equipment
132B +19.58%
Technology
Enterprise Software
285B -9.84%
Technology
Enterprise Software
12.72B -0.48%
Technology
Technology Consulting & Outsourcing Services
9.32B +37.72%
Technology
Other Electronic Equipment & Parts
87.35B -16.03%
Technology
Semiconductor Testing Equipment & Service
31.11B +60.12%
Industrials
Other Electrical Components & Equipment
45.86B +10.81%
Technology
Phones & Smart Phones
4,148B +11.21%
Technology
Other Internet Services
167M -13.58%
Technology
Other Electronic Equipment & Parts
24.32B +11.87%
Technology
Other Software
1.36B -8.35%
Technology
Servers & Systems
20.43B +12.58%
Technology
Security Software
136B +8.45%
Technology
Other Software
626M -53.43%
Technology
Cloud Computing Services
13.36B -17.90%
Technology
Other Software
91.81B +12.13%
Technology
Other Semiconductors
164B -1.87%
Industrials
Other Industrial Machinery & Equipment
35.9B +42.06%
Industrials
Testing & Measuring Equipment
3.46B +7.53%
Technology
Other Semiconductor Equipment & Testing
100B +37.03%
Industrials
Other Heavy Machinery & Vehicles
3.88B +1.51%
Technology
Integrated Circuits
9.08B +63.24%
Industrials
Other Industrial Machinery & Equipment
23.67B -9.67%
Technology
Enterprise Software
611B +28.40%
Industrials
Testing & Measuring Equipment
6.52B +8.32%
Technology
Other Software
833M -54.92%
Technology
Semiconductor Machinery Manufacturing
28.95B -7.44%
Technology
Application Software
7.71B -0.68%
Technology
Application Software
53.65B +5.40%
Technology
Cloud Computing Services
4.29B +19.91%
Technology
Other Semiconductors
149B +14.65%
Industrials
Other Industrial Machinery & Equipment
6.87B +159.11%
Technology
Other Computer Hardware
30.22B +6.53%
Technology
Other IT Services & Consulting
288B +40.07%
Technology
Enterprise Software
13.55B -15.95%
Industrials
Industrial Machinery
461M +26.42%
Technology
Other IT Services & Consulting
28.28B -8.63%
Consumer Cyclical
Internet & Mail Order Department Stores
42.2B -13.46%
Technology
Other Semiconductors
186B +14.24%
Consumer Non-Cyclical
Consumer Goods Conglomerates
11.54B +46.91%
Technology
Other Software
36.47B -29.01%
Technology
E-commerce & Auction Services
352B +86.57%
Industrials
Commercial Equipment
7.34B +10.46%
Technology
Other IT Services & Consulting
1.24B -25.28%
Technology
Other Software
582M +64.97%
Technology
Enterprise Software
19.58B +17.55%
Technology
Other IT Services & Consulting
17.6B -34.45%
Technology
Application Software
683M -12.78%
Technology
Other Software
18.89B +102.94%
Technology
Other Software
7.77B -25.08%
Industrials
Other Electrical Components & Equipment
5.26B -23.20%
Technology
Other Semiconductors
22.86B -7.70%
Technology
Other Electronic Equipment & Parts
2.15B -11.95%
Technology
Other Semiconductor Equipment & Testing
18.68B +114.69%
Technology
Other Communications & Networking
27.62B +3.84%
Technology
Other Semiconductors
55.41B +19.01%
Technology
Other IT Services & Consulting
2.77B -3.23%
Technology
Other IT Services & Consulting
1.86B +46.53%
Technology
Cloud Computing Services
71.51B +85.63%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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