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 Communications & Networking
478B +55.43%
Technology
Other Semiconductors
11.27B +23.36%
Technology
Other Semiconductor Equipment & Testing
205B +103.67%
Industrials
Other Industrial Machinery & Equipment
27.88B +26.94%
Technology
Integrated Circuits
20B +129.65%
Industrials
Elevator & Conveying Equipment
16.15B +43.12%
Technology
Other Semiconductor Equipment & Testing
28.85B +70.72%
Industrials
Testing & Measuring Equipment
10.64B +76.88%
Technology
Other Semiconductors
2,039B +54.19%
Technology
Other Semiconductor Equipment & Testing
684B +68.63%
Technology
Other Software
2,778B -24.43%
Technology
Semiconductor Machinery Manufacturing
55.31B +87.25%
Technology
Phones & Smart Phones
4,322B +7.81%
Technology
Other Phones & Handheld Devices
1,288B +183.99%
Technology
Search Engines
4,224B +10.32%
Technology
Other Semiconductors
4,845B +6.70%
Technology
Social Media & Networking
1,427B -15.52%
Technology
Semiconductor Testing Equipment & Service
65.77B +120.71%
Technology
Enterprise Software
4.99B -49.90%
Industrials
Highway & Bridge Construction
27.38B +183.20%
Technology
Servers & Systems
21.55B +10.86%
Technology
Other IT Services & Consulting
2.93B +4.11%
Technology
Other Software
5.26B -37.10%
Technology
Mobile Application Software
7.39B -43.87%
Technology
Enterprise Software
8.88B -54.96%
Technology
Other IT Services & Consulting
182M +21.88%
Consumer Cyclical
Internet & Mail Order Department Stores
2,518B +1.49%
Technology
Other Internet Services
307B -23.38%
Technology
Application Software
12.97B -35.18%
Technology
Security Software
108B +82.95%
Technology
Other Software
78.51B +63.73%
Technology
Cloud Computing Services
3.96B -13.21%
Healthcare
Other Advanced Medical Equipment & Technology
143B -29.05%
Technology
Other Software
280B -36.15%
Technology
Application Software
78.48B -43.84%
Technology
Other Semiconductors
848B +142.69%
Technology
Financial Technology (Fintech) (NEC)
29.91B -38.62%
Technology
Other Software
431M -20.01%
Industrials
Other Industrial Machinery & Equipment
4.91B -33.73%
Technology
Other Software
6.13B -22.18%
Technology
Other Semiconductors
277B +74.71%
Technology
Other Semiconductors
50.55B +45.13%
Industrials
Other Industrial Machinery & Equipment
43.09B +21.01%
Technology
Integrated Circuits
229B +199.65%
Technology
Social Media & Networking
1.8B -28.67%
Industrials
Other Heavy Electrical Equipment
193B +46.20%
Industrials
Industrial Machinery
590M +32.13%
Technology
Enterprise Software
179B -35.27%
Technology
Enterprise Software
7.1B -42.08%
Technology
Other Electronic Equipment & Parts
114B +35.41%
Technology
Other Internet Services
477B -28.41%
Industrials
Other Electrical Components & Equipment
53.65B +14.65%
Technology
Search Engines
19.76B -17.77%
Technology
Cloud Computing Services
12.95B -8.11%
Technology
Other Software
27.93B +32.41%
Technology
Other Software
12.05B -38.53%
Technology
Enterprise Software
11.47B -36.01%
Technology
Scientific & Super Computers
21.59B +19.46%
Technology
Cloud Computing Services
11.78B -6.30%
Technology
Phones & Smart Phones
74.21B -41.58%
Technology
Other Internet Services
142B -9.62%
Technology
Other Semiconductors
391B +228.50%
Technology
Enterprise Software
98.94B -38.77%
Technology
Other Semiconductors
14.05B +64.21%
Technology
Other IT Services & Consulting
249B -11.23%
Industrials
Testing & Measuring Equipment
4.86B +41.99%
Industrials
Other Heavy Machinery & Vehicles
4.02B +9.85%
Industrials
Other Electrical Components & Equipment
11.49B +48.68%
Consumer Non-Cyclical
Consumer Goods Conglomerates
15.94B +47.40%
Technology
Enterprise Software
476B -19.18%
Technology
Other Semiconductors
64.21B +182.35%
Technology
Other Household Electronics
22.27B +122.52%
Technology
Cloud Computing Services
126B -42.34%
Energy
Other Oil Related Services and Equipment
1.3B +36.68%
Technology
Other Internet Services
111M -13.54%
Technology
Other Electronic Equipment & Parts
28.4B +19.86%
Technology
Other IT Services & Consulting
10.08B -34.45%
Technology
Security Software
173B +43.57%
Technology
Cloud Computing Services
4.16B +0.93%
Financials
Consumer Leasing
3.01B -25.34%
Technology
Cloud Computing Services
2.79B -53.95%
Technology
Other Software
105B +19.14%
Technology
Other Internet Services
10.94B -23.29%
Technology
Security Software
237B +54.86%
Technology
Other Semiconductors
1.6B +13.70%
Technology
Enterprise Software
9.55B -25.36%
Technology
Other IT Services & Consulting
17.13B -37.43%
Technology
Technology Consulting & Outsourcing Services
9.67B +10.67%
Technology
Other Software
26.14B -27.06%
Technology
Other Computer Hardware
64.78B +102.96%
Technology
E-commerce & Auction Services
234B -31.91%
Healthcare
Other Advanced Medical Equipment & Technology
325M +26.26%
Technology
Mobile Application Software
782M +64.74%
Technology
Cloud Computing Services
1.61B -30.86%
Technology
Search Engines
37.48B -17.48%
Technology
Enterprise Software
1.51B -41.19%
Technology
Other IT Services & Consulting
54.6B -21.26%
Technology
Other Semiconductors
215B +15.41%
Consumer Cyclical
Internet & Mail Order Department Stores
35.28B -11.22%
Technology
Other Software
415M -33.26%

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