Investment Themes
A computer operates with one or more processors. The power of the processor determines the speed of calculation and data analysis. To improve capabilities, ever-smaller components are used, going beyond the nanometer scale, where quantum physics replaces classical physics. This leads to quantum computing. A quantum computer has a special feature: unlike a classical computer, where each memory cell displays a 0 or a 1, a quantum computer can display two pieces of information simultaneously in each memory cell. This dramatically increases computing capacity. For example, a calculation that would take a classical computer 10,000 years would take a quantum computer just a few minutes.
The global market for quantum computing is estimated at around $500 million in 2021, and is expected to grow exponentially to around $65 billion by 2030, with a compound annual growth rate (CAGR) of over 50%. Increasing adoption of this technology by businesses and governments, as well as massive investment in R&D, will fuel this growth.
Quantum computing embodies a promising future investment theme, with considerable growth potential and a profound impact on various industries. Investors should consider allocating a portion of their portfolio to this disruptive technology to benefit from the expected exponential growth.
This thematic list includes most of the listed companies - from start-ups to established multinationals - that are active in the field of quantum computing.
Our selection
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,735B | +9.84% | ||
| Technology | Search Engines | 4,253B | +11.63% | ||
| Technology | Other Semiconductors | 5,094B | +13.12% | ||
| Technology | Other Software | 3,753B | +4.51% | ||
| Technology | Other Internet Services | 494B | -26.74% | ||
| Technology | Other Software | 73.1B | -18.80% | ||
| Technology | Other IT Services & Consulting | 235B | -15.91% | ||
| Technology | Other Semiconductors | 5.1B | -31.06% | ||
| Technology | Cloud Computing Services | 6.27B | -35.64% | ||
| Technology | Other Software | 1.8B | -22.32% | ||
| Technology | Other Semiconductors | 511B | +163.39% | ||
| Technology | Scientific & Super Computers | 14.9B | -16.43% | ||
| - | - | 63.83B | - | ||
| Technology | Other Software | 37.78M | -35.14% | ||
| Technology | Security Software | 270M | -25.55% | ||
News of the components
| ░░░░ | ░░░ ░░░░░░░ ░░░░ ░░░ ░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░ ░░░░░ ░░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░░░ ░░ ░░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░ ░░░░ ░░░░░ ░░░░░░░░ ░░░░ ░░ ░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░░░ ░░░ ░░░░ ░░ ░░░░░░░ ░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░░░░ ░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░░░░░░░░ ░░ ░░░░░░░░ ░░ ░░░░░░ ░░░ ░░░░░░░░░ ░░░ ░░░ ░░ ░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░░░ ░░░░░░░ ░░░ ░░░░░ ░░░░░ ░░░░░ ░░░░ ░░░░░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░ ░░░ ░░ ░░░░ ░░ ░░░░░ ░░ ░░░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░ ░░ ░░░░░░░░░░ ░░ ░░░░░░ ░░░░░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░ ░░░░ ░░ ░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░ ░░ ░░░░░ ░░░░░░ ░░░░ ░░░░░░░ ░░░░ ░░░░░ ░░░ ░░░░░░ ░░ ░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░ ░░░░░░░░ ░ ░░░░░░ ░░ ░░░░░ ░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░░ ░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░ ░░ ░░░░ ░░░ ░░░░░ ░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░ ░░░ ░░░ ░░ ░░░░ ░░ ░ ░░░░░░░░░░░░ ░░░░░ ░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░░░ ░░ ░░░░░░░░ ░░░░ ░░ ░░░░░ ░░░░░ ░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░ ░░░░ ░░░░ ░░ ░░░░ ░░░░░░░ ░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░ ░░░░ ░░░ ░░░░ ░░ ░░░░░░░░░ ░░░░░░░ ░░░ ░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░░░░░░ ░░░░░░ ░░░░░░░ ░ ░░░░░░░░░ ░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░ ░░░░ ░░░░ ░░ ░░░░ ░░░░░░░ ░░░░ ░░░░░░░░ ░░░░ ░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░ ░░ ░░░░░░░ ░░░ ░░░░░░░░ ░░░░░░░░░░ ░░░ ░░░░░░░░░░ ░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░░░ ░░░ ░░░░░░░░░ ░░░░ ░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░ | ░░ |
Heatmap
Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- Quantum computing
















