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
253B +60.97%
Industrials
Other Industrial Machinery & Equipment
39.38B +6.92%
Technology
Integrated Circuits
199B +195.45%
Technology
Other Semiconductor Equipment & Testing
166B +73.28%
Technology
Other Communications & Networking
488B +48.40%
Technology
Other Semiconductors
10.25B +19.37%
Industrials
Other Industrial Machinery & Equipment
30.92B +41.99%
Industrials
Elevator & Conveying Equipment
14.47B +28.29%
Technology
Integrated Circuits
21.32B +160.71%
Industrials
Other Heavy Electrical Equipment
187B +40.83%
Technology
Other Semiconductor Equipment & Testing
21.94B +36.58%
Technology
Other Electronic Equipment & Parts
133B +52.84%
Technology
Other Computer Hardware
77.85B +159.45%
Technology
Other Semiconductors
49.46B +113.30%
Industrials
Testing & Measuring Equipment
10.21B +71.23%
Technology
Other Semiconductor Equipment & Testing
695B +74.71%
Technology
Other Semiconductors
1,942B +57.10%
Technology
Semiconductor Machinery Manufacturing
50.76B +75.23%
Technology
Other Software
3,657B +2.65%
Technology
Phones & Smart Phones
4,411B +11.89%
Technology
Other Phones & Handheld Devices
1,147B +123.52%
Technology
Search Engines
4,195B +10.46%
Technology
Semiconductor Testing Equipment & Service
62.96B +115.07%
Technology
Other Semiconductors
5,428B +20.47%
Technology
Social Media & Networking
1,475B -10.80%
Technology
Enterprise Software
5.15B -46.57%
Industrials
Highway & Bridge Construction
16.79B +79.69%
Technology
Other IT Services & Consulting
260M +76.88%
Technology
Servers & Systems
24.33B +43.03%
Technology
Other IT Services & Consulting
2.49B -10.63%
Consumer Cyclical
Internet & Mail Order Department Stores
2,883B +15.85%
Technology
Mobile Application Software
8.79B -35.19%
Technology
Enterprise Software
10.48B -46.63%
Technology
Other Software
37.87B +76.87%
Technology
Other Software
8.02B +5.11%
Technology
Other Software
7.91B -7.66%
Technology
Security Software
118B +105.34%
Technology
Other Software
19.6B +1.13%
Technology
Other Semiconductors
788B +130.74%
Technology
Other Software
86.5B +83.03%
Technology
Cloud Computing Services
6.47B +41.50%
Technology
Other Software
411B -2.12%
Technology
Application Software
103B -25.99%
Healthcare
Other Advanced Medical Equipment & Technology
142B -29.42%
Technology
Other Internet Services
309B -18.08%
Technology
Financial Technology (Fintech) (NEC)
33.16B -23.05%
Industrials
Other Industrial Machinery & Equipment
5.35B -30.00%
Technology
Other Semiconductors
43.14B +26.00%
Technology
Other Semiconductors
12.24B +55.01%
Industrials
Testing & Measuring Equipment
5.2B +49.57%
Industrials
Other Electrical Components & Equipment
8.88B +15.22%
Technology
Enterprise Software
234B -15.34%
Industrials
Industrial Machinery
694M +54.89%
Technology
Enterprise Software
7.76B -38.42%
Consumer Non-Cyclical
Consumer Goods Conglomerates
14.57B +35.74%
Industrials
Other Electrical Components & Equipment
59.27B +24.89%
Technology
Search Engines
22.76B -6.60%
Technology
Cloud Computing Services
17.48B +26.68%
Healthcare
Other Advanced Medical Equipment & Technology
317M +22.22%
Technology
Security Software
226B +90.31%
Technology
Other Internet Services
154B -8.28%
Technology
Application Software
16.06B -14.90%
Technology
Cloud Computing Services
14.32B +12.32%
Technology
Other Software
554M +2.66%
Technology
Other Semiconductors
290B +163.05%
Technology
Other Semiconductors
1.41B +0.34%
Industrials
Other Heavy Machinery & Vehicles
4.67B +26.62%
Technology
Social Media & Networking
1.91B -25.10%
Technology
Other Semiconductors
174B -2.87%
Technology
Enterprise Software
442B -20.01%
Technology
Other Semiconductors
94.63B +66.21%
Technology
Other Internet Services
528B -26.38%
Technology
Other Household Electronics
24.4B +124.70%
Technology
Cloud Computing Services
158B -26.90%
Technology
Other Electronic Equipment & Parts
31.82B +32.21%
Technology
Other Software
396M +22.70%
Technology
Other IT Services & Consulting
11.63B -25.99%
Technology
Other Software
88.99B +3.75%
Technology
Enterprise Software
13.14B -29.60%
Technology
Cloud Computing Services
5.04B +23.74%
Technology
Phones & Smart Phones
86.45B -34.15%
Technology
Cloud Computing Services
3.68B -40.90%
Financials
Consumer Leasing
2.83B -32.98%
Technology
Scientific & Super Computers
17.22B +1.83%
Technology
Enterprise Software
129B -19.41%
Technology
Other IT Services & Consulting
222B -20.50%
Technology
Enterprise Software
12.36B -6.28%
Industrials
Other Electrical Components & Equipment
8.46B +76.82%
Technology
Technology Consulting & Outsourcing Services
12.86B +38.19%
Technology
Other IT Services & Consulting
20.7B -25.55%
Technology
Other Software
32.7B -12.71%
Technology
Other Electronic Equipment & Parts
3.53B +71.02%
Technology
Mobile Application Software
838M +76.68%
Technology
Other IT Services & Consulting
2.11B +19.43%
Energy
Other Oil Related Services and Equipment
1.49B +62.68%
Technology
Other Internet Services
12.97B -11.90%
Technology
Security Software
315B +113.16%
Consumer Cyclical
Internet & Mail Order Department Stores
42.69B +1.52%
Technology
Other Software
650M +2.51%
Technology
E-commerce & Auction Services
286B -16.54%

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