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
Social Media & Networking
2.51B +7.23%
Industrials
Elevator & Conveying Equipment
11.89B +52.61%
Technology
Other Semiconductors
1,225B +37.67%
Technology
Other Semiconductor Equipment & Testing
421B +36.33%
Technology
Other Internet Services
715B +47.72%
Technology
Other Software
3,557B +13.53%
Technology
Cloud Computing Services
246B -21.57%
Technology
Other Phones & Handheld Devices
484B +104.70%
Technology
Enterprise Software
10.12B +27.96%
Technology
Search Engines
24.74B +22.93%
Technology
Search Engines
3,739B +63.39%
Technology
Other Semiconductors
4,253B +30.33%
Technology
Social Media & Networking
1,624B +10.03%
Industrials
Highway & Bridge Construction
9.68B +87.09%
Technology
Enterprise Software
2.79B +14.71%
Technology
Other Internet Services
177B +41.10%
Technology
Cloud Computing Services
4.36B +39.89%
Technology
Other Software
9.32B +37.06%
Technology
Cloud Computing Services
5.47B +8.78%
Consumer Cyclical
Internet & Mail Order Department Stores
2,418B +3.10%
Technology
Other Software
20.15B +22.98%
Technology
Application Software
21.02B -4.28%
Technology
Security Software
61.14B -12.98%
Financials
Consumer Leasing
4.8B -19.85%
Technology
Other Software
438B +142.72%
Technology
Phones & Smart Phones
143B +24.52%
Healthcare
Other Advanced Medical Equipment & Technology
192B +3.90%
Technology
Other Semiconductors
343B +74.50%
Technology
Application Software
149B -19.85%
Technology
Cloud Computing Services
12.87B -22.23%
Technology
Enterprise Software
19.69B -46.05%
Technology
Enterprise Software
179B -18.40%
Technology
Other Internet Services
435B +6.80%
Technology
Other Internet Services
17.56B -10.38%
Technology
Financial Technology (Fintech) (NEC)
49.33B -7.18%
Technology
Other Semiconductors
8.65B -7.04%
Technology
Integrated Circuits
71.6B -0.71%
Industrials
Other Industrial Machinery & Equipment
37.83B +51.26%
Technology
Other Communications & Networking
307B +31.42%
Technology
Other Semiconductors
1.5B -21.51%
Technology
Other Semiconductors
8.33B -1.83%
Technology
Other Computer Hardware
3.33B -3.57%
Industrials
Other Heavy Electrical Equipment
133B +18.73%
Technology
Enterprise Software
285B -11.79%
Technology
Enterprise Software
12.62B -0.53%
Technology
Technology Consulting & Outsourcing Services
9.2B +37.48%
Technology
Other Electronic Equipment & Parts
87.72B -12.83%
Technology
Semiconductor Testing Equipment & Service
30.28B +53.57%
Industrials
Other Electrical Components & Equipment
46.44B +11.92%
Technology
Phones & Smart Phones
4,112B +11.13%
Technology
Other Internet Services
166M -16.67%
Technology
Other Software
1.33B -6.43%
Technology
Other Electronic Equipment & Parts
24.33B +11.65%
Technology
Servers & Systems
19.3B +6.07%
Technology
Security Software
134B +5.35%
Technology
Other Software
631M -53.01%
Technology
Cloud Computing Services
13.88B -15.29%
Technology
Other Software
87.98B +7.58%
Technology
Other Semiconductors
163B -4.31%
Technology
Other Semiconductor Equipment & Testing
92.7B +30.25%
Industrials
Testing & Measuring Equipment
3.33B +1.18%
Industrials
Other Heavy Machinery & Vehicles
3.76B -2.82%
Technology
Integrated Circuits
9.73B +67.28%
Industrials
Other Industrial Machinery & Equipment
23.09B -8.51%
Industrials
Testing & Measuring Equipment
5.97B -0.59%
Technology
Enterprise Software
546B +14.00%
Technology
Other Software
840M -55.27%
Technology
Semiconductor Machinery Manufacturing
29.62B -7.62%
Technology
Enterprise Software
19.1B +13.59%
Technology
Application Software
7.33B -5.73%
Technology
Other Semiconductors
180B +88.58%
Technology
Application Software
51.2B +2.18%
Technology
Cloud Computing Services
4.24B +19.45%
Technology
Other Semiconductors
139B +6.10%
Industrials
Other Industrial Machinery & Equipment
7.4B +159.09%
Technology
Other Computer Hardware
31.5B +11.80%
Technology
Other IT Services & Consulting
289B +40.67%
Industrials
Other Electrical Components & Equipment
5.18B -23.37%
Technology
Enterprise Software
13.65B -15.79%
Industrials
Industrial Machinery
464M +29.49%
Technology
Other IT Services & Consulting
29.45B -6.67%
Consumer Cyclical
Internet & Mail Order Department Stores
41.78B -15.09%
Technology
Other Semiconductors
190B +16.06%
Consumer Non-Cyclical
Consumer Goods Conglomerates
12.56B +60.78%
Technology
Other Software
36.32B -29.82%
Technology
E-commerce & Auction Services
348B +83.61%
Industrials
Commercial Equipment
8.03B +21.64%
Technology
Other Software
517M +46.56%
Technology
Other IT Services & Consulting
16.87B -36.77%
Technology
Application Software
674M -11.86%
Technology
Other Software
19.75B +105.43%
Technology
Other Semiconductors
23.34B -7.85%
Technology
Other Electronic Equipment & Parts
2.06B -14.93%
Technology
Other Semiconductor Equipment & Testing
17.92B +104.68%
Technology
Other Communications & Networking
24.33B -6.56%
Technology
Other Semiconductors
55.45B +15.57%
Technology
Other IT Services & Consulting
2.92B +0.48%
Technology
Mobile Application Software
12.57B -32.13%
Technology
Other IT Services & Consulting
1.67B +32.59%
Technology
Cloud Computing Services
70.91B +88.00%

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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