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
Integrated Circuits
198B +182.87%
Industrials
Other Industrial Machinery & Equipment
33.96B -6.25%
Technology
Other Semiconductors
286B +80.38%
Technology
Other Semiconductor Equipment & Testing
145B +38.61%
Technology
Other Semiconductors
9.73B +4.84%
Technology
Other Communications & Networking
428B +40.97%
Industrials
Testing & Measuring Equipment
5.36B +51.99%
Industrials
Elevator & Conveying Equipment
12.65B +5.38%
Technology
Integrated Circuits
31.42B +259.53%
Industrials
Other Heavy Electrical Equipment
160B +20.53%
Technology
Other Semiconductor Equipment & Testing
23.49B +27.17%
Industrials
Other Industrial Machinery & Equipment
25.94B +16.91%
Technology
Other Electronic Equipment & Parts
117B +37.61%
Technology
Other Electronic Equipment & Parts
3.48B +55.56%
Technology
Other Phones & Handheld Devices
1,107B +93.49%
Industrials
Testing & Measuring Equipment
9.92B +63.90%
Technology
Other Semiconductors
1,922B +55.81%
Technology
Other Semiconductor Equipment & Testing
643B +54.59%
Technology
Other Semiconductors
44.03B +90.06%
Technology
Other Computer Hardware
78.15B +145.09%
Technology
Cloud Computing Services
190B -12.84%
Technology
Semiconductor Machinery Manufacturing
43.02B +43.04%
Technology
Other Software
3,937B +9.62%
Technology
Phones & Smart Phones
5,092B +28.34%
Technology
Search Engines
3,481B -9.32%
Technology
Semiconductor Testing Equipment & Service
46.31B +53.04%
Technology
Other Semiconductors
5,159B +14.56%
Technology
Social Media & Networking
1,596B -5.39%
Technology
Other IT Services & Consulting
253M +31.88%
Technology
Other Software
419M +30.45%
Technology
Servers & Systems
22.62B +17.63%
Technology
Other Software
37.15B +70.06%
Consumer Cyclical
Internet & Mail Order Department Stores
2,630B +5.62%
Technology
Cloud Computing Services
1.36B -44.99%
Technology
Other IT Services & Consulting
3.22B +13.67%
Technology
Other Software
7.18B -15.92%
Technology
Security Software
102B +75.17%
Technology
Cloud Computing Services
7.97B +73.28%
Industrials
Highway & Bridge Construction
11.4B +22.02%
Technology
Other Software
472B +10.50%
Technology
Other Software
17.28B -11.09%
Technology
Application Software
96.57B -29.11%
Technology
Enterprise Software
11.95B -40.30%
Technology
Other Internet Services
255B -33.82%
Technology
Financial Technology (Fintech) (NEC)
28.75B -39.51%
Technology
Enterprise Software
10.85B +36.93%
Technology
Other Semiconductors
925B +164.48%
Technology
Other IT Services & Consulting
2.96B +44.70%
Healthcare
Other Advanced Medical Equipment & Technology
156B -20.76%
Technology
Other Software
95.46B +95.48%
Healthcare
Other Advanced Medical Equipment & Technology
268M -3.03%
Technology
Other Semiconductors
44.05B +27.31%
Technology
Other Semiconductors
12.56B +62.37%
Industrials
Other Heavy Machinery & Vehicles
3.35B -6.62%
Industrials
Other Electrical Components & Equipment
6.83B +33.03%
Technology
Enterprise Software
269B +1.70%
Industrials
Industrial Machinery
686M +44.47%
Consumer Non-Cyclical
Consumer Goods Conglomerates
11.96B +1.85%
Technology
Enterprise Software
423B -28.40%
Technology
Other Semiconductors
78.18B +37.24%
Technology
Search Engines
19.55B -27.88%
Technology
Other Electronic Equipment & Parts
31.19B +32.65%
Technology
Mobile Application Software
9.61B -29.62%
Technology
Other Internet Services
134B -19.54%
Technology
Application Software
21.14B +11.82%
Technology
Other Software
94.04B +9.65%
Technology
Cloud Computing Services
19.13B +36.80%
Technology
Other Semiconductors
244B +109.29%
Technology
Security Software
268B +122.84%
Technology
Cloud Computing Services
110B +57.39%
Industrials
Other Electrical Components & Equipment
6.84B -16.06%
Technology
Other Semiconductors
198B +8.40%
Technology
Enterprise Software
9.46B -19.56%
Technology
Other Internet Services
433B -35.96%
Industrials
Other Electrical Components & Equipment
57.72B +22.63%
Technology
Other Household Electronics
19.53B +68.88%
Technology
Other Software
93.94B +4.36%
Technology
Other IT Services & Consulting
13.41B -14.66%
Technology
Cloud Computing Services
3.77B -35.97%
Technology
Other IT Services & Consulting
1.59B -9.38%
Technology
Phones & Smart Phones
84.23B -32.62%
Technology
Other Internet Services
11.28B -23.06%
Industrials
Other Industrial Machinery & Equipment
4.86B -37.14%
Technology
Cloud Computing Services
17.62B +40.70%
Technology
Enterprise Software
114B -28.41%
Technology
Social Media & Networking
1.55B -38.36%
Technology
Other Semiconductors
1.16B -16.01%
Technology
Technology Consulting & Outsourcing Services
11.91B +20.41%
Consumer Cyclical
Internet & Mail Order Department Stores
34.45B -10.70%
Technology
Other IT Services & Consulting
23.33B -11.85%
Technology
Other Software
37.05B +6.38%
Technology
E-commerce & Auction Services
247B -32.09%
Technology
Enterprise Software
5.58B -42.88%
Technology
Other Communications & Networking
2.95B +79.33%
Technology
Processors
64.03M +215.25%
Technology
Mobile Application Software
833M +74.98%
Technology
Cloud Computing Services
5.35B +33.01%
Technology
Other Software
739M +36.14%
Technology
Application Software
218M -32.57%
Financials
Consumer Leasing
2.42B -43.20%

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