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
231B +47.33%
Industrials
Other Industrial Machinery & Equipment
34.91B -5.90%
Technology
Integrated Circuits
217B +198.95%
Technology
Other Semiconductor Equipment & Testing
156B +54.75%
Technology
Other Communications & Networking
433B +41.17%
Technology
Other Semiconductors
11.63B +19.66%
Industrials
Other Industrial Machinery & Equipment
27.43B +22.11%
Industrials
Elevator & Conveying Equipment
13.41B +12.76%
Technology
Integrated Circuits
25.35B +177.41%
Industrials
Other Heavy Electrical Equipment
174B +30.80%
Technology
Other Semiconductor Equipment & Testing
18.52B +9.12%
Technology
Other Electronic Equipment & Parts
125B +37.65%
Technology
Other Computer Hardware
67.36B +108.68%
Industrials
Testing & Measuring Equipment
10.11B +66.59%
Technology
Other Semiconductors
1,997B +53.87%
Technology
Other Semiconductors
43.75B +94.83%
Technology
Other Semiconductor Equipment & Testing
639B +56.91%
Technology
Semiconductor Machinery Manufacturing
44.63B +54.10%
Technology
Other Software
3,720B +2.94%
Technology
Phones & Smart Phones
4,745B +19.95%
Technology
Other Phones & Handheld Devices
1,208B +108.92%
Technology
Search Engines
4,081B +7.97%
Technology
Semiconductor Testing Equipment & Service
52.45B +77.24%
Technology
Other Semiconductors
5,251B +20.46%
Technology
Social Media & Networking
1,474B -10.25%
Technology
Other IT Services & Consulting
223M +34.38%
Technology
Servers & Systems
24.12B +24.00%
Technology
Other IT Services & Consulting
2.66B -5.27%
Technology
Other Software
35.11B +57.79%
Industrials
Highway & Bridge Construction
13.95B +48.03%
Consumer Cyclical
Internet & Mail Order Department Stores
2,750B +10.51%
Technology
Mobile Application Software
9.05B -29.80%
Technology
Other Software
9.7B +20.11%
Technology
Other Software
18.01B -8.22%
Technology
Enterprise Software
12.52B -38.75%
Technology
Security Software
119B +92.56%
Technology
Other IT Services & Consulting
2.89B +34.76%
Technology
Cloud Computing Services
6.12B +26.40%
Healthcare
Other Advanced Medical Equipment & Technology
299M +9.60%
Technology
Other Software
9.4B +9.61%
Technology
Other Software
432B -4.20%
Technology
Other Semiconductors
750B +113.34%
Technology
Other Internet Services
336B -12.11%
Technology
Application Software
114B -19.37%
Technology
Financial Technology (Fintech) (NEC)
36.84B -24.47%
Healthcare
Other Advanced Medical Equipment & Technology
130B -34.45%
Technology
Other Software
80.38B +54.49%
Technology
Other Semiconductors
38.78B +13.71%
Technology
Other Semiconductors
12.1B +52.15%
Industrials
Testing & Measuring Equipment
4.78B +38.40%
Industrials
Other Heavy Machinery & Vehicles
4.65B +20.36%
Industrials
Other Electrical Components & Equipment
7.62B -5.91%
Technology
Enterprise Software
247B -12.92%
Industrials
Industrial Machinery
671M +44.68%
Consumer Non-Cyclical
Consumer Goods Conglomerates
13.17B +16.98%
Technology
Other Semiconductors
83.48B +47.81%
Technology
Search Engines
23.48B -13.81%
Industrials
Other Electrical Components & Equipment
53.03B +13.50%
Technology
Enterprise Software
6.03B -38.30%
Technology
Cloud Computing Services
2.07B -13.72%
Technology
Other Electronic Equipment & Parts
28.3B +19.20%
Technology
Other Internet Services
154B -5.87%
Technology
Security Software
220B +72.83%
Technology
Cloud Computing Services
18.03B +27.87%
Technology
Other Software
86.21B -2.39%
Technology
Application Software
16.58B -14.32%
Technology
Other Semiconductors
251B +113.31%
Industrials
Other Industrial Machinery & Equipment
4.96B -33.39%
Technology
Cloud Computing Services
15.28B +18.34%
Technology
Other Semiconductors
1.41B -0.86%
Technology
Social Media & Networking
1.67B -33.22%
Industrials
Other Electrical Components & Equipment
8.05B +57.45%
Technology
Other Semiconductors
178B -0.95%
Technology
Enterprise Software
9.09B -28.45%
Technology
Other Electronic Equipment & Parts
3.12B +49.96%
Technology
Enterprise Software
407B -25.49%
Technology
Other Internet Services
507B -26.84%
Technology
Other Household Electronics
25.36B +118.17%
Technology
Cloud Computing Services
212B -3.64%
Technology
Other IT Services & Consulting
12.73B -17.67%
Technology
Other Software
411M +27.66%
Technology
Cloud Computing Services
3.96B -38.83%
Technology
Cloud Computing Services
5.37B +25.98%
Technology
Phones & Smart Phones
90.46B -28.60%
Technology
Other Software
631M +14.23%
Technology
Other Internet Services
12.03B -17.94%
Financials
Consumer Leasing
2.67B -35.70%
Technology
Enterprise Software
148B -10.46%
Technology
Other IT Services & Consulting
20.98B -26.12%
Technology
Technology Consulting & Outsourcing Services
13.81B +35.86%
Technology
Other Software
34.15B -7.17%
Technology
Other IT Services & Consulting
1.88B +6.60%
Technology
Mobile Application Software
805M +70.90%
Technology
Application Software
231M -26.79%
Energy
Other Oil Related Services and Equipment
1.56B +63.32%
Technology
Application Software
636M -11.11%
Technology
Security Software
295B +75.49%
Technology
Scientific & Super Computers
15.01B -17.06%
Technology
Other IT Services & Consulting
218B -21.68%
Technology
Enterprise Software
13B -2.59%

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