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
269B +71.28%
Industrials
Other Industrial Machinery & Equipment
36.54B +2.24%
Technology
Integrated Circuits
260B +244.06%
Technology
Other Semiconductor Equipment & Testing
184B +86.55%
Technology
Other Semiconductors
10.73B +19.09%
Technology
Other Communications & Networking
445B +50.05%
Industrials
Elevator & Conveying Equipment
13.84B +19.70%
Industrials
Other Heavy Electrical Equipment
178B +39.45%
Technology
Integrated Circuits
36.3B +294.12%
Technology
Other Semiconductor Equipment & Testing
26.2B +57.02%
Industrials
Other Industrial Machinery & Equipment
29.92B +39.55%
Technology
Other Electronic Equipment & Parts
125B +43.77%
Technology
Other Phones & Handheld Devices
1,305B +126.86%
Industrials
Testing & Measuring Equipment
10.83B +81.10%
Technology
Other Semiconductors
2,103B +66.77%
Technology
Other Semiconductor Equipment & Testing
713B +77.60%
Technology
Other Semiconductors
50.87B +131.73%
Technology
Other Computer Hardware
90.75B +194.21%
Technology
Semiconductor Machinery Manufacturing
52.04B +83.04%
Technology
Other Software
3,900B +10.11%
Technology
Phones & Smart Phones
4,858B +22.51%
Technology
Search Engines
4,223B +11.38%
Technology
Semiconductor Testing Equipment & Service
69.5B +123.56%
Technology
Other Semiconductors
5,769B +29.54%
Technology
Social Media & Networking
1,890B +12.42%
Technology
Other IT Services & Consulting
227M +47.50%
Technology
Servers & Systems
28.37B +47.23%
Technology
Cloud Computing Services
1.51B -38.06%
Technology
Other Software
46.21B +100.96%
Consumer Cyclical
Internet & Mail Order Department Stores
2,712B +10.60%
Technology
Other IT Services & Consulting
2.78B -2.41%
Technology
Mobile Application Software
9.49B -28.81%
Technology
Other Software
6.86B -19.49%
Technology
Security Software
135B +138.01%
Technology
Cloud Computing Services
6.87B +47.86%
Technology
Other Software
455B +8.00%
Technology
Other Software
20.1B +1.49%
Technology
Application Software
92.94B -31.75%
Technology
Enterprise Software
11B -45.17%
Technology
Enterprise Software
9.96B +26.98%
Technology
Financial Technology (Fintech) (NEC)
30.52B -36.95%
Technology
Other Semiconductors
1,031B +205.93%
Industrials
Highway & Bridge Construction
16.01B +83.65%
Technology
Other Internet Services
281B -27.22%
Healthcare
Other Advanced Medical Equipment & Technology
144B -28.45%
Technology
Other Software
99.25B +103.98%
Technology
Other Semiconductors
44.25B +27.89%
Technology
Other Semiconductors
12.26B +54.40%
Industrials
Testing & Measuring Equipment
5.63B +70.66%
Industrials
Other Heavy Machinery & Vehicles
4.18B +19.35%
Industrials
Other Electrical Components & Equipment
8.21B +63.84%
Technology
Enterprise Software
239B -9.48%
Industrials
Industrial Machinery
790M +79.79%
Consumer Non-Cyclical
Consumer Goods Conglomerates
12.46B +14.11%
Technology
Other Electronic Equipment & Parts
3.56B +66.76%
Technology
Other Semiconductors
92.24B +71.43%
Technology
Enterprise Software
432B -25.52%
Technology
Cloud Computing Services
189B -14.06%
Technology
Search Engines
21.46B -21.20%
Technology
Other Electronic Equipment & Parts
28.72B +22.09%
Technology
Other Internet Services
142B -15.14%
Technology
Cloud Computing Services
3.27B -44.96%
Technology
Other IT Services & Consulting
3.66B +72.64%
Technology
Other Software
97.35B +15.32%
Technology
Application Software
20.86B +11.01%
Technology
Other Semiconductors
324B +177.13%
Technology
Cloud Computing Services
19.86B +41.87%
Technology
Security Software
280B +138.11%
Technology
Cloud Computing Services
128B +80.01%
Healthcare
Other Advanced Medical Equipment & Technology
299M +12.12%
Technology
Other Semiconductors
1.39B -3.60%
Technology
Social Media & Networking
1.59B -36.68%
Industrials
Other Electrical Components & Equipment
8.09B +3.78%
Technology
Other Semiconductors
193B +5.62%
Technology
Enterprise Software
8.3B -29.63%
Technology
Other Internet Services
485B -28.51%
Technology
Other Household Electronics
27.07B +152.99%
Industrials
Other Electrical Components & Equipment
57.76B +24.14%
Technology
Enterprise Software
5.68B -41.78%
Technology
Other Software
93.61B +7.40%
Technology
Other IT Services & Consulting
12.63B -20.07%
Technology
Other Software
495M +54.23%
Technology
Other IT Services & Consulting
2.3B +32.89%
Technology
Cloud Computing Services
4.92B +21.12%
Technology
Phones & Smart Phones
78.32B -38.27%
Technology
Other Software
593M +11.64%
Technology
Other Internet Services
11.36B -23.50%
Technology
Cloud Computing Services
17.4B +40.47%
Technology
Enterprise Software
141B -9.90%
Industrials
Other Industrial Machinery & Equipment
5.57B -25.85%
Technology
Other IT Services & Consulting
20.63B -22.71%
Technology
Technology Consulting & Outsourcing Services
12.65B +27.99%
Technology
Other Software
31.76B -9.77%
Technology
Other Communications & Networking
2.83B +71.22%
Technology
Processors
77.17M +294.07%
Technology
Mobile Application Software
799M +68.10%
Technology
Application Software
195M -36.84%
Financials
Consumer Leasing
2.37B -44.20%
Technology
Other IT Services & Consulting
209B -24.81%
Technology
Enterprise Software
11.89B -7.20%

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