Investment Themes

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

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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

Industrials
Other Industrial Machinery & Equipment
41.81B +22.27%
Technology
Other Communications & Networking
444B +46.29%
Technology
Other Semiconductor Equipment & Testing
206B +113.29%
Technology
Other Semiconductors
12.51B +32.48%
Industrials
Other Industrial Machinery & Equipment
28.52B +39.18%
Technology
Integrated Circuits
22.39B +137.18%
Industrials
Industrial Machinery
584M +31.49%
Industrials
Elevator & Conveying Equipment
16.55B +48.40%
Technology
Other Semiconductor Equipment & Testing
26.59B +60.74%
Industrials
Testing & Measuring Equipment
11.28B +88.44%
Technology
Other Semiconductors
2,004B +57.74%
Technology
Other Software
2,901B -19.26%
Technology
Other Semiconductor Equipment & Testing
695B +77.60%
Technology
Semiconductor Machinery Manufacturing
52.43B +87.13%
Technology
Phones & Smart Phones
4,533B +13.53%
Technology
Other Phones & Handheld Devices
1,183B +158.13%
Technology
Search Engines
4,371B +14.99%
Technology
Other Semiconductors
4,719B +4.47%
Technology
Social Media & Networking
1,480B -11.69%
Technology
Semiconductor Testing Equipment & Service
57.78B +90.69%
Technology
Enterprise Software
5.19B -48.02%
Industrials
Highway & Bridge Construction
21.5B +128.83%
Technology
Other IT Services & Consulting
3.25B +13.53%
Technology
Servers & Systems
17.61B -7.00%
Technology
Enterprise Software
9.84B -52.13%
Consumer Cyclical
Internet & Mail Order Department Stores
2,610B +5.13%
Technology
Other Software
6.03B -23.06%
Technology
Other Software
6.07B -28.55%
Technology
Mobile Application Software
8.02B -40.02%
Technology
Other IT Services & Consulting
174M +15.62%
Technology
Other Internet Services
327B -17.18%
Technology
Security Software
114B +96.76%
Technology
Other Software
92.68B +91.46%
Technology
Cloud Computing Services
5.22B +11.45%
Technology
Other Software
310B -27.26%
Technology
Application Software
87.34B -37.22%
Technology
Other Semiconductors
844B +141.79%
Healthcare
Other Advanced Medical Equipment & Technology
151B -24.78%
Technology
Financial Technology (Fintech) (NEC)
30.87B -37.56%
Technology
Other Software
465M -14.99%
Technology
Other Semiconductors
267B +68.93%
Technology
Other Semiconductors
45.88B +32.83%
Technology
Integrated Circuits
217B +193.36%
Technology
Social Media & Networking
1.81B -27.98%
Industrials
Other Heavy Electrical Equipment
192B +46.94%
Technology
Enterprise Software
189B -33.11%
Technology
Enterprise Software
7.36B -40.62%
Consumer Non-Cyclical
Consumer Goods Conglomerates
14.36B +35.84%
Technology
Other Electronic Equipment & Parts
121B +41.67%
Technology
Enterprise Software
404B -28.03%
Technology
Other Computer Hardware
54.6B +71.65%
Technology
Other Internet Services
493B -28.01%
Industrials
Other Electrical Components & Equipment
53.78B +14.28%
Technology
Search Engines
19.41B -19.26%
Healthcare
Other Advanced Medical Equipment & Technology
304M +21.21%
Technology
Cloud Computing Services
13.86B -0.79%
Technology
Application Software
14.39B -28.51%
Technology
Other Software
31.77B +47.15%
Technology
Other Software
12.8B -33.62%
Technology
Security Software
198B +65.53%
Technology
Enterprise Software
12.36B -32.30%
Technology
Scientific & Super Computers
18.34B +9.47%
Technology
Cloud Computing Services
13.05B +3.30%
Technology
Other Internet Services
152B -8.91%
Technology
Phones & Smart Phones
74.13B -41.58%
Industrials
Other Industrial Machinery & Equipment
5.44B -28.17%
Technology
Other Semiconductors
337B +188.43%
Technology
Enterprise Software
110B -30.60%
Technology
Other Semiconductors
13.11B +60.12%
Industrials
Testing & Measuring Equipment
4.77B +43.45%
Industrials
Other Electrical Components & Equipment
7.19B +52.93%
Industrials
Other Heavy Machinery & Vehicles
3.93B +9.85%
Industrials
Other Electrical Components & Equipment
11.19B +57.25%
Technology
Other Semiconductors
62.84B +178.97%
Technology
Other Household Electronics
21.1B +107.83%
Technology
Cloud Computing Services
136B -37.30%
Energy
Other Oil Related Services and Equipment
1.26B +36.20%
Technology
Other Electronic Equipment & Parts
30.21B +27.68%
Technology
Other IT Services & Consulting
11.72B -28.67%
Technology
Cloud Computing Services
4.51B +7.51%
Financials
Consumer Leasing
3.33B -20.47%
Technology
Cloud Computing Services
2.78B -52.22%
Technology
Other Software
103B +19.37%
Technology
Other IT Services & Consulting
272B -2.26%
Technology
Other Semiconductors
1.58B +11.99%
Technology
Enterprise Software
10.06B -22.99%
Technology
Other Semiconductors
186B +3.04%
Technology
Other IT Services & Consulting
17.79B -35.48%
Technology
Technology Consulting & Outsourcing Services
10.12B +13.94%
Technology
Other Software
28.15B -22.27%
Technology
Other Semiconductors
114B +104.98%
Technology
E-commerce & Auction Services
220B -34.41%
Technology
Other Internet Services
124M -5.69%
Technology
Mobile Application Software
868M +82.09%
Technology
Search Engines
38.55B -13.29%
Technology
Enterprise Software
1.79B -31.11%
Technology
Other Internet Services
12.36B -14.75%
Technology
Security Software
284B +88.96%
Technology
Other IT Services & Consulting
55.41B -22.81%
Consumer Cyclical
Internet & Mail Order Department Stores
35.95B -7.25%

News of the components

░░░░ ░░░░ ░░░░░░ ░ ░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░ ░░░░░░░░ ░░ ░░░░░░░░░
░░░░ ░░░░░ ░ ░░ ░░░░░░ ░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░ ░░ ░░░░░░░░░ ░░░░░ ░░░░░ ░░ ░░ ░░░░ ░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░ ░░░░░░ ░░ ░░░░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░░░░░░ ░ ░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░░░░░░░░
░░░░ ░░░░░░░░░░░░ ░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░░░░░░ ░░░░░░░░ ░░░ ░░░░░░░░ ░░░░ ░░░░░░░ ░░ ░░░░░░░░░░░ ░░░░░ ░░░░░░░░
░░░░ ░░░░░░░░░░░░░░ ░░░░ ░░░░░░░░░░░░░░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░ ░░░░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░ ░░ ░░░░░ ░░░░░░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░ ░░ ░░░░░ ░░░ ░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░░ ░░░ ░░░░ ░░░░░░░ ░░░░ ░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░ ░░░░░░ ░░ ░░░░░ ░░░░ ░░ ░░░░░░░ ░░░░░ ░░ ░░░ ░░░░░ ░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░ ░░░ ░░ ░░░░░░ ░░░░░░░ ░ ░░░░░░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░
░░░░ ░░░░░░░ ░░░░░░ ░░░░░░ ░░░ ░░░░ ░░░░░░░ ░░░░░ ░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░ ░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░░░░░░░░ ░░░░░░░ ░░░░ ░░ ░░░░░░ ░░ ░░░░░░ ░░░ ░░░░░░ ░░ ░░░░░░ ░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░ ░░░ ░░░░ ░░ ░░░░░░ ░░░░░ ░░░░ ░░░░░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░ ░░ ░░░░░░░░░
░░░░ ░░░ ░░░░░ ░░░░ ░░░░ ░░░░░░░ ░░░ ░░░░░░░ ░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░░░░░░ ░░ ░ ░░░░░░░░░ ░░░░░ ░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░ ░░ ░░░░░░░░░ ░ ░░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░░░░░░░ ░░░░ ░░░░ ░░░░ ░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░░░░░

Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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