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
39.41B +14.23%
Technology
Other Communications & Networking
480B +57.21%
Technology
Other Semiconductors
10.46B +16.95%
Technology
Other Semiconductor Equipment & Testing
178B +98.14%
Industrials
Other Industrial Machinery & Equipment
24.36B +20.29%
Technology
Integrated Circuits
17.38B +106.12%
Industrials
Elevator & Conveying Equipment
14.62B +33.28%
Technology
Other Semiconductor Equipment & Testing
22.45B +48.42%
Industrials
Testing & Measuring Equipment
10.34B +76.79%
Technology
Other Semiconductors
1,843B +49.03%
Technology
Other Software
2,900B -19.21%
Technology
Other Semiconductor Equipment & Testing
699B +76.86%
Technology
Semiconductor Machinery Manufacturing
54.85B +96.10%
Technology
Phones & Smart Phones
4,342B +7.09%
Technology
Other Phones & Handheld Devices
1,244B +168.97%
Technology
Search Engines
4,359B +14.91%
Technology
Other Semiconductors
4,962B +10.02%
Technology
Social Media & Networking
1,443B -14.11%
Technology
Semiconductor Testing Equipment & Service
59.71B +108.31%
Technology
Enterprise Software
5.48B -45.14%
Technology
Other IT Services & Consulting
198M +36.25%
Technology
Servers & Systems
19.23B +4.07%
Technology
Other IT Services & Consulting
3.09B +8.41%
Technology
Other Software
5.52B -35.63%
Technology
Enterprise Software
9.55B -53.16%
Industrials
Highway & Bridge Construction
25.73B +180.50%
Consumer Cyclical
Internet & Mail Order Department Stores
2,598B +3.35%
Technology
Other Internet Services
342B -14.31%
Technology
Application Software
13.67B -34.75%
Technology
Mobile Application Software
8.83B -34.82%
Technology
Security Software
106B +84.23%
Technology
Other Software
83.38B +69.06%
Technology
Cloud Computing Services
3.9B -16.30%
Technology
Other Software
314B -27.99%
Healthcare
Other Advanced Medical Equipment & Technology
146B -27.42%
Technology
Other Semiconductors
796B +138.87%
Technology
Application Software
88.44B -41.71%
Technology
Other Software
463M -16.96%
Technology
Other Software
6.26B -20.00%
Technology
Other Semiconductors
270B +73.57%
Technology
Other Semiconductors
50.38B +49.47%
Technology
Integrated Circuits
206B +192.31%
Technology
Social Media & Networking
1.87B -25.24%
Industrials
Other Heavy Electrical Equipment
184B +37.83%
Industrials
Industrial Machinery
496M +13.62%
Technology
Enterprise Software
188B -32.68%
Technology
Enterprise Software
529B -5.53%
Technology
Enterprise Software
7.6B -39.33%
Consumer Non-Cyclical
Consumer Goods Conglomerates
14.32B +36.51%
Technology
Other Electronic Equipment & Parts
108B +28.12%
Technology
Other Internet Services
525B -22.60%
Industrials
Other Electrical Components & Equipment
51.85B +10.62%
Technology
Search Engines
21.9B +1.86%
Technology
Other Software
31.36B +43.48%
Technology
Cloud Computing Services
13.3B -4.60%
Technology
Other Software
11.66B -38.33%
Technology
Enterprise Software
11.66B -35.65%
Technology
Cloud Computing Services
11.77B -5.98%
Technology
Financial Technology (Fintech) (NEC)
28.54B -39.75%
Technology
Other Internet Services
142B -15.74%
Industrials
Other Industrial Machinery & Equipment
5.45B -30.03%
Technology
Other Semiconductors
366B +248.38%
Technology
Enterprise Software
106B -33.32%
Technology
Other Semiconductors
10.67B +26.38%
Technology
Other IT Services & Consulting
258B -8.09%
Industrials
Testing & Measuring Equipment
4.81B +43.30%
Industrials
Other Heavy Machinery & Vehicles
4.06B +10.36%
Industrials
Other Electrical Components & Equipment
9.72B +33.20%
Technology
Other Semiconductors
66.42B +201.92%
Technology
Other Household Electronics
24.92B +145.38%
Technology
Cloud Computing Services
136B -37.38%
Technology
Other Electronic Equipment & Parts
28.9B +22.57%
Technology
Other IT Services & Consulting
9.95B -38.56%
Technology
Scientific & Super Computers
21.65B +28.93%
Technology
Cloud Computing Services
4.21B -0.41%
Technology
Cloud Computing Services
3.3B -47.33%
Financials
Consumer Leasing
3.04B -30.25%
Technology
Phones & Smart Phones
84.8B -33.33%
Technology
Other Software
106B +23.16%
Technology
Security Software
228B +51.80%
Technology
Other Semiconductors
1.59B +15.58%
Technology
Enterprise Software
9.7B -24.43%
Technology
Other IT Services & Consulting
18.67B -32.01%
Technology
Technology Consulting & Outsourcing Services
11.6B +38.19%
Technology
Other Software
382M -40.65%
Technology
Other Software
27.64B -27.81%
Technology
E-commerce & Auction Services
257B -23.03%
Energy
Other Oil Related Services and Equipment
1.44B +55.34%
Technology
Other Internet Services
121M -4.15%
Healthcare
Other Advanced Medical Equipment & Technology
376M +36.36%
Technology
Mobile Application Software
738M +55.92%
Technology
Security Software
176B +45.66%
Technology
Cloud Computing Services
1.6B -34.16%
Technology
Search Engines
39.51B -11.40%
Technology
Enterprise Software
1.74B -32.21%
Technology
Other Internet Services
12.04B -21.94%
Industrials
Other Electrical Components & Equipment
6.83B +38.64%
Technology
Other IT Services & Consulting
57.88B -17.48%
Consumer Cyclical
Internet & Mail Order Department Stores
37.9B -0.49%
Technology
Other Electronic Equipment & Parts
3.58B +69.24%

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
- 40% : Our Best Subscriber-Only Tools to Spot Tomorrow’s Top Investments!
d
:
:
SEIZE THE OFFER!