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 Semiconductor Equipment & Testing
126B +28.32%
Technology
Integrated Circuits
11.25B +25.41%
Technology
Other Semiconductors
7.75B -13.82%
Technology
Social Media & Networking
2.16B -13.80%
Industrials
Elevator & Conveying Equipment
15.01B +31.82%
Industrials
Testing & Measuring Equipment
8.92B +48.44%
Technology
Other Semiconductor Equipment & Testing
574B +37.83%
Technology
Semiconductor Machinery Manufacturing
43.48B +46.41%
Technology
Other Software
2,754B -23.31%
Technology
Integrated Circuits
1,634B +29.03%
Technology
Phones & Smart Phones
3,824B -4.19%
Technology
Other Phones & Handheld Devices
882B +71.81%
Technology
Enterprise Software
6.66B -34.08%
Technology
Semiconductor Testing Equipment & Service
57.61B +90.12%
Technology
Other Semiconductors
4,583B +1.14%
Technology
Search Engines
3,829B +1.35%
Technology
Social Media & Networking
1,593B -4.58%
Technology
Other IT Services & Consulting
268M +76.25%
Industrials
Highway & Bridge Construction
13.69B +45.76%
Technology
Other IT Services & Consulting
2.32B -19.32%
Technology
Other Software
424M -33.22%
Technology
Other Software
4.91B -42.77%
Technology
Enterprise Software
10.14B -52.09%
Technology
Other Software
17.83B -17.29%
Technology
Other Software
306B -27.95%
Technology
Cloud Computing Services
2.72B -42.66%
Technology
Enterprise Software
86B -45.82%
Technology
Security Software
56.75B -3.41%
Technology
Application Software
91.09B -35.61%
Consumer Cyclical
Internet & Mail Order Department Stores
2,564B +3.28%
Technology
Other Semiconductors
399B +14.42%
Healthcare
Other Advanced Medical Equipment & Technology
160B -20.44%
Technology
Enterprise Software
1.5B -42.91%
Technology
Cloud Computing Services
9.13B -33.43%
Technology
Mobile Application Software
8.14B -40.27%
Technology
Integrated Circuits
79.2B +10.14%
Industrials
Other Industrial Machinery & Equipment
36.64B +2.71%
Technology
Other Communications & Networking
325B +6.74%
Industrials
Other Industrial Machinery & Equipment
27.97B +29.45%
Technology
Enterprise Software
191B -33.10%
Industrials
Industrial Machinery
557M +23.06%
Industrials
Other Heavy Electrical Equipment
165B +21.31%
Technology
Other Semiconductor Equipment & Testing
23.42B +40.26%
Technology
Enterprise Software
397B -29.15%
Technology
Enterprise Software
8.31B -33.94%
Technology
Technology Consulting & Outsourcing Services
7.76B -13.29%
Technology
Other Electronic Equipment & Parts
95.16B +10.16%
Technology
Cloud Computing Services
152B -37.73%
Technology
Other Internet Services
581B -15.78%
Industrials
Other Electrical Components & Equipment
53.81B +14.42%
Technology
Search Engines
20.38B -16.70%
Technology
Servers & Systems
15.17B -13.70%
Technology
Application Software
15.88B -23.40%
Technology
Cloud Computing Services
3.8B -11.48%
Technology
Enterprise Software
15.03B -17.33%
Technology
Other Internet Services
108M -16.75%
Technology
Other Software
9.43B -51.05%
Technology
Other Internet Services
435B +9.87%
Technology
Other Internet Services
144B -13.74%
Technology
Security Software
126B -15.46%
Technology
Other Software
73.35B -15.01%
Technology
Phones & Smart Phones
102B -21.37%
Technology
Cloud Computing Services
9.65B -25.33%
Financials
Consumer Leasing
2.59B -37.66%
Technology
Other Semiconductors
158B +36.25%
Technology
Other Software
839M -36.41%
Technology
Financial Technology (Fintech) (NEC)
31.8B -37.54%
Technology
Other Semiconductors
38.72B +12.30%
Technology
Other Semiconductors
8.25B +3.89%
Technology
Other IT Services & Consulting
217B -22.10%
Industrials
Testing & Measuring Equipment
3.7B +7.58%
Industrials
Other Heavy Machinery & Vehicles
3.58B -4.44%
Technology
Enterprise Software
10.08B -24.51%
Technology
Other IT Services & Consulting
19.98B -29.49%
Technology
Other Semiconductors
35.36B +51.05%
Technology
Other Software
335M -30.31%
Industrials
Other Industrial Machinery & Equipment
6.77B -9.53%
Technology
Other Electronic Equipment & Parts
29.91B +26.43%
Healthcare
Other Advanced Medical Equipment & Technology
368M +39.90%
Technology
Other IT Services & Consulting
10.57B -36.10%
Technology
Other Internet Services
11.29B -31.94%
Technology
Application Software
37.29B -22.52%
Technology
Other Semiconductors
196B +23.77%
Industrials
Other Electrical Components & Equipment
5.77B +17.98%
Technology
Other Semiconductors
1.31B -8.73%
Consumer Cyclical
Internet & Mail Order Department Stores
39.66B +0.80%
Consumer Non-Cyclical
Consumer Goods Conglomerates
17.76B +62.86%
Technology
Other Software
26B -29.47%
Technology
Other Software
365M -46.40%
Technology
Other Household Electronics
13.61B +28.84%
Industrials
Commercial Equipment
6.69B -14.68%
Energy
Other Oil Related Services and Equipment
1.41B +52.47%
Technology
Other IT Services & Consulting
59.29B -18.38%
Industrials
Other Electrical Components & Equipment
7.98B +2.90%
Technology
Other Electronic Equipment & Parts
2.76B +24.44%
Technology
Other Semiconductors
65.24B +13.50%
Technology
E-commerce & Auction Services
285B -13.13%
Technology
Cloud Computing Services
1.73B -30.08%
Technology
Other Software
4.48B -42.60%
Technology
Mobile Application Software
614M +28.44%

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  3. Artificial Intelligence: From science fiction to the future engine of the economy