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
236B +57.30%
Industrials
Other Industrial Machinery & Equipment
35.1B -5.74%
Technology
Integrated Circuits
238B +220.63%
Technology
Other Semiconductor Equipment & Testing
156B +49.94%
Technology
Other Semiconductors
11.04B +3.99%
Technology
Other Communications & Networking
424B +45.11%
Industrials
Elevator & Conveying Equipment
13.4B +10.17%
Technology
Integrated Circuits
26.35B +188.00%
Industrials
Other Heavy Electrical Equipment
174B +32.83%
Technology
Other Semiconductor Equipment & Testing
21.13B +16.61%
Industrials
Other Industrial Machinery & Equipment
27.62B +25.16%
Technology
Other Electronic Equipment & Parts
120B +34.09%
Technology
Other Phones & Handheld Devices
1,273B +116.43%
Industrials
Testing & Measuring Equipment
10.38B +76.92%
Technology
Other Semiconductors
2,007B +55.48%
Technology
Other Semiconductors
45.27B +99.09%
Technology
Other Semiconductor Equipment & Testing
658B +60.45%
Technology
Other Computer Hardware
73.3B +151.42%
Technology
Semiconductor Machinery Manufacturing
46.74B +60.39%
Technology
Other Software
3,657B +2.67%
Technology
Phones & Smart Phones
4,766B +23.17%
Technology
Search Engines
4,055B +9.14%
Technology
Semiconductor Testing Equipment & Service
57.88B +98.54%
Technology
Other Semiconductors
5,273B +17.86%
Technology
Social Media & Networking
1,642B -0.97%
Technology
Servers & Systems
24.56B +35.21%
Technology
Other IT Services & Consulting
193M +20.62%
Technology
Other Software
35.5B +60.52%
Consumer Cyclical
Internet & Mail Order Department Stores
2,717B +10.88%
Technology
Other IT Services & Consulting
2.54B -8.34%
Technology
Mobile Application Software
9.34B -30.55%
Technology
Other Software
8.76B +9.94%
Technology
Other Software
18.51B -1.11%
Technology
Other Software
7.23B -16.02%
Technology
Security Software
117B +96.52%
Industrials
Highway & Bridge Construction
14.83B +68.25%
Technology
Cloud Computing Services
5.59B +13.18%
Technology
Enterprise Software
11.15B -43.85%
Technology
Other IT Services & Consulting
3.11B +46.51%
Healthcare
Other Advanced Medical Equipment & Technology
313M +16.16%
Technology
Other Software
399B -6.22%
Technology
Application Software
98.91B -29.02%
Technology
Financial Technology (Fintech) (NEC)
33.73B -32.46%
Technology
Other Semiconductors
822B +141.25%
Technology
Other Internet Services
317B -18.08%
Healthcare
Other Advanced Medical Equipment & Technology
127B -35.04%
Technology
Other Software
79.61B +62.38%
Technology
Other Semiconductors
38.87B +16.69%
Technology
Other Semiconductors
11.33B +43.97%
Industrials
Testing & Measuring Equipment
4.9B +46.15%
Industrials
Other Heavy Machinery & Vehicles
4.51B +25.50%
Industrials
Other Electrical Components & Equipment
7.7B +51.59%
Industrials
Other Electrical Components & Equipment
7.46B -9.57%
Technology
Enterprise Software
239B -14.92%
Industrials
Industrial Machinery
702M +46.81%
Consumer Non-Cyclical
Consumer Goods Conglomerates
12.75B +11.71%
Technology
Other Electronic Equipment & Parts
3.26B +52.53%
Technology
Other Semiconductors
84.12B +55.21%
Technology
Cloud Computing Services
200B -6.27%
Technology
Search Engines
23.15B -14.85%
Industrials
Other Electrical Components & Equipment
53.7B +17.30%
Technology
Enterprise Software
5.87B -39.63%
Technology
Other Electronic Equipment & Parts
27.65B +18.54%
Technology
Cloud Computing Services
2.03B -19.05%
Technology
Other Internet Services
148B -12.78%
Technology
Cloud Computing Services
3.37B -43.04%
Technology
Other Software
78.47B -7.71%
Technology
Application Software
13.97B -26.63%
Technology
Security Software
214B +75.58%
Technology
Cloud Computing Services
17.68B +28.79%
Technology
Other Semiconductors
271B +134.48%
Technology
Cloud Computing Services
14.86B +18.40%
Industrials
Other Industrial Machinery & Equipment
5.34B -28.29%
Technology
Other Semiconductors
1.31B -9.59%
Technology
Social Media & Networking
1.62B -34.78%
Technology
Other Semiconductors
189B +7.71%
Technology
Enterprise Software
7.82B -37.07%
Technology
Enterprise Software
441B -21.30%
Technology
Other Internet Services
488B -28.48%
Technology
Other Household Electronics
25.83B +117.08%
Technology
Other IT Services & Consulting
12.21B -21.74%
Technology
Other Software
430M +33.69%
Technology
Other IT Services & Consulting
1.83B +5.34%
Technology
Cloud Computing Services
5.34B +29.94%
Technology
Phones & Smart Phones
85.07B -32.93%
Technology
Other Software
583M +9.05%
Technology
Other Internet Services
10.64B -27.64%
Financials
Consumer Leasing
2.44B -41.13%
Technology
Enterprise Software
136B -14.19%
Technology
Technology Consulting & Outsourcing Services
13.05B +29.74%
Technology
Other IT Services & Consulting
20.03B -27.66%
Technology
Other Software
31.37B -15.10%
Technology
Other Communications & Networking
2.61B +61.52%
Technology
Other Software
76.11B -14.77%
Technology
Mobile Application Software
772M +62.75%
Technology
Application Software
223M -28.44%
Technology
Security Software
276B +78.61%
Technology
Cloud Computing Services
111B +54.84%
Technology
Other IT Services & Consulting
220B -19.50%
Technology
Enterprise Software
11.9B -11.54%

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