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

Industrials
Other Industrial Machinery & Equipment
42.98B +16.24%
Technology
Other Communications & Networking
449B +46.67%
Technology
Other Semiconductor Equipment & Testing
203B +102.42%
Technology
Other Semiconductors
10.72B +14.96%
Technology
Integrated Circuits
19.25B +110.82%
Industrials
Industrial Machinery
589M +26.34%
Industrials
Elevator & Conveying Equipment
16.44B +39.29%
Industrials
Other Industrial Machinery & Equipment
29.48B +33.20%
Technology
Other Semiconductor Equipment & Testing
25.97B +48.59%
Industrials
Testing & Measuring Equipment
11.56B +79.41%
Technology
Other Semiconductors
1,990B +57.42%
Technology
Other Software
2,873B -18.52%
Technology
Other Semiconductor Equipment & Testing
715B +63.86%
Technology
Semiconductor Machinery Manufacturing
53.83B +73.22%
Technology
Phones & Smart Phones
4,592B +15.40%
Technology
Other Phones & Handheld Devices
1,324B +146.87%
Technology
Search Engines
4,463B +18.07%
Technology
Other Semiconductors
4,736B +5.66%
Technology
Semiconductor Testing Equipment & Service
59.41B +76.26%
Technology
Social Media & Networking
1,524B -7.89%
Technology
Enterprise Software
5.23B -46.28%
Industrials
Highway & Bridge Construction
22.01B +116.02%
Technology
Other IT Services & Consulting
3.43B +23.18%
Technology
Servers & Systems
17.59B -10.20%
Technology
Enterprise Software
9.93B -48.90%
Technology
Other Software
6.09B -19.86%
Technology
Other Software
6.13B -27.00%
Technology
Mobile Application Software
7.87B -41.82%
Technology
Other IT Services & Consulting
176M +16.25%
Consumer Cyclical
Internet & Mail Order Department Stores
2,626B +6.49%
Technology
Other Internet Services
320B -18.10%
Technology
Security Software
119B +103.59%
Technology
Other Software
90.9B +96.62%
Technology
Other Software
318B -22.81%
Technology
Application Software
86.68B -34.89%
Technology
Other Semiconductors
900B +143.84%
Technology
Cloud Computing Services
5.57B +23.50%
Healthcare
Other Advanced Medical Equipment & Technology
153B -24.58%
Technology
Financial Technology (Fintech) (NEC)
31.29B -37.59%
Technology
Other Software
464M -12.79%
Technology
Other Semiconductors
276B +69.46%
Technology
Other Semiconductors
47.48B +32.15%
Technology
Integrated Circuits
205B +181.82%
Technology
Social Media & Networking
1.86B -26.76%
Technology
Enterprise Software
187B -30.93%
Industrials
Other Heavy Electrical Equipment
196B +40.76%
Technology
Enterprise Software
7.64B -37.02%
Consumer Non-Cyclical
Consumer Goods Conglomerates
15.46B +41.52%
Technology
Other Electronic Equipment & Parts
121B +37.93%
Technology
Enterprise Software
414B -27.94%
Technology
Other Computer Hardware
57.14B +83.49%
Technology
Other Semiconductors
64.3B +159.80%
Technology
Other Internet Services
518B -23.01%
Industrials
Other Electrical Components & Equipment
54.35B +12.91%
Technology
Search Engines
19.19B -18.68%
Technology
Cloud Computing Services
14.17B +7.10%
Technology
Other Software
31.73B +52.36%
Healthcare
Other Advanced Medical Equipment & Technology
304M +16.67%
Technology
Application Software
14.44B -27.50%
Technology
Other Software
12.94B -31.99%
Technology
Security Software
203B +70.29%
Technology
Enterprise Software
12.23B -31.88%
Technology
Scientific & Super Computers
18.24B +2.51%
Technology
Cloud Computing Services
13.27B +5.64%
Technology
Other Internet Services
147B -9.93%
Industrials
Other Industrial Machinery & Equipment
5.66B -30.03%
Technology
Other Semiconductors
344B +179.27%
Technology
Enterprise Software
111B -25.97%
Technology
Other Semiconductors
12.37B +58.69%
Industrials
Testing & Measuring Equipment
4.76B +34.30%
Industrials
Other Electrical Components & Equipment
7.48B +46.72%
Industrials
Other Heavy Machinery & Vehicles
3.97B +5.41%
Industrials
Other Electrical Components & Equipment
11.9B +45.08%
Technology
Other Household Electronics
20.49B +105.77%
Technology
Cloud Computing Services
136B -35.19%
Energy
Other Oil Related Services and Equipment
1.25B +37.32%
Technology
Other Electronic Equipment & Parts
30.34B +25.47%
Technology
Other IT Services & Consulting
11.34B -27.35%
Financials
Consumer Leasing
3.29B -22.52%
Technology
Cloud Computing Services
4.61B +11.63%
Technology
Phones & Smart Phones
76.36B -41.22%
Technology
Cloud Computing Services
2.89B -52.29%
Technology
Other Software
104B +18.68%
Technology
Other IT Services & Consulting
282B +4.77%
Technology
Other Semiconductors
1.53B +11.30%
Technology
Enterprise Software
10.03B -21.98%
Technology
Other Semiconductors
197B +7.08%
Technology
Other IT Services & Consulting
17.99B -34.05%
Technology
Technology Consulting & Outsourcing Services
9.76B +19.53%
Technology
Other Software
27.71B -21.73%
Technology
Other Semiconductors
115B +87.73%
Technology
E-commerce & Auction Services
223B -33.22%
Technology
Other Internet Services
125M -12.11%
Technology
Mobile Application Software
897M +88.82%
Technology
Search Engines
38.92B -14.07%
Technology
Enterprise Software
1.79B -30.24%
Technology
Other Internet Services
12.46B -13.31%
Technology
Security Software
291B +89.13%
Technology
Other IT Services & Consulting
56.31B -18.51%
Consumer Cyclical
Internet & Mail Order Department Stores
36.17B -7.39%

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