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
Other Semiconductors
42.51B +23.29%
Industrials
Other Industrial Machinery & Equipment
674M +1.63%
Technology
Other Integrated Telecommunications Services
21.03B +1.44%
Technology
Other Semiconductors
205B +30.36%
Technology
Integrated Circuits
94.3B +29.72%
Technology
Other Semiconductors
7.78B -2.66%
Industrials
Other Industrial Machinery & Equipment
39.34B +5.93%
Technology
Other IT Services & Consulting
245B -11.42%
Technology
Satellite Service Operators
2.43B +33.31%
Industrials
Testing & Measuring Equipment
4.19B +20.37%
Industrials
Other Electrical Components & Equipment
6.1B +19.77%
Technology
Scientific & Precision Equipment
2.17B +2.18%
Technology
Other Communications & Networking
304B -0.23%
Industrials
Other Heavy Machinery & Vehicles
3.71B -2.18%
Technology
Other Computer Hardware
30.15B -5.54%
Technology
Other IT Services & Consulting
55.61B -25.26%
Technology
Other Semiconductors
30B +26.76%
Technology
Other Semiconductor Equipment & Testing
126B +22.35%
Technology
Integrated Circuits
10.56B +16.47%
Technology
Social Media & Networking
2.45B -2.05%
Technology
Other Semiconductors
8.72B -3.70%
Technology
Other Computer Hardware
3.12B -8.84%
Technology
Other Semiconductors
1.26B -13.01%
Technology
Enterprise Software
10.22B -25.45%
Industrials
Other Industrial Machinery & Equipment
29.26B +30.08%
Technology
Other Electronic Equipment & Parts
2.92B +28.27%
Industrials
Other Heavy Electrical Equipment
165B +18.17%
Industrials
Other Electrical Components & Equipment
8.86B +9.84%
Industrials
Other Industrial Machinery & Equipment
1.93B +3.99%
Consumer Cyclical
Internet & Mail Order Department Stores
38.51B -5.44%
Technology
Other Semiconductors
150B -17.74%
Technology
Enterprise Software
237B -17.58%
Industrials
Elevator & Conveying Equipment
15.18B +28.06%
Industrials
Industrial Machinery
570M +21.06%
Technology
Telecommunications Network Infrastructure
3.3B +17.72%
Technology
Other Semiconductor Equipment & Testing
18.09B +4.10%
Technology
Other Communications & Networking
24.34B -1.80%
Technology
Enterprise Software
460B -17.84%
Technology
Other IT Services & Consulting
20.97B -26.29%
Technology
Enterprise Software
9.18B -27.80%
Consumer Non-Cyclical
Consumer Goods Conglomerates
19.37B +70.62%
Industrials
Testing & Measuring Equipment
9.74B +63.40%
Technology
Other Semiconductor Equipment & Testing
546B +29.19%
Technology
Other Semiconductors
1,582B +23.55%
Technology
Technology Consulting & Outsourcing Services
9.14B -0.64%
Technology
Other Electronic Equipment & Parts
88.19B -1.92%
Technology
Other Software
548M -24.40%
Technology
Other Software
27.76B -25.25%
Technology
Semiconductor Machinery Manufacturing
40.33B +34.31%
Technology
Other Semiconductors
67.22B +15.32%
Technology
Other Internet Services
620B -11.19%
Technology
Other Software
2,980B -17.02%
Technology
Cloud Computing Services
178B -28.38%
Technology
Semiconductor Testing Equipment & Service
49.28B +62.56%
Technology
Other Household Electronics
13.87B +27.53%
Industrials
Other Electrical Components & Equipment
52.89B +11.91%
Technology
E-commerce & Auction Services
348B +6.24%
Technology
Phones & Smart Phones
3,755B -5.91%
Technology
Other Phones & Handheld Devices
801B +51.13%
Technology
Other Semiconductors
133B +14.61%
Industrials
Commercial Equipment
8.51B +8.67%
Technology
Other IT Services & Consulting
95.61M +4.40%
Technology
Search Engines
26.16B +4.12%
Technology
Other Semiconductors
4,442B -1.98%
Technology
Search Engines
3,700B -2.33%
Technology
Social Media & Networking
1,618B -3.08%
Technology
Enterprise Software
7.41B -26.57%
Healthcare
Medical & Diagnostic Laboratories
11.22M +465.00%
Technology
Processors
53.21M +194.07%
Technology
Other IT Services & Consulting
263M +75.00%
Healthcare
Other Advanced Medical Equipment & Technology
413M +51.01%
Technology
Other Software
74.86M +49.76%
Industrials
Highway & Bridge Construction
13.45B +42.95%
Technology
Advanced Electronic Equipment
9.01B +42.40%
Technology
Cloud Computing Services
6.24B +41.65%
Energy
Other Oil Related Services and Equipment
1.26B +37.16%
Industrials
Other Industrial Machinery & Equipment
1.6B +33.47%
Technology
Mobile Application Software
607M +27.01%
Technology
Other Semiconductors
234B +26.80%
Technology
Cloud Computing Services
1.65B +26.54%
Technology
Other Electronic Equipment & Parts
31B +29.28%
Technology
3D Printers
937M +26.38%
Industrials
Drone Manufacturing
43.99M +24.11%
Technology
Advanced Electronic Equipment
131M +23.53%
Technology
Storage Devices
332M +21.44%
Industrials
Other Aerospace & Defense
15.17B +17.32%
Industrials
Data Processing Services
24.8B +17.09%
Technology
3D Printers
304M +17.51%
Consumer Cyclical
Motorcycles & Scooters
267M +13.20%
Industrials
Other Industrial Machinery & Equipment
3.06B +12.40%
Technology
Other Communications & Networking
1.82B +11.48%
Technology
Other IT Services & Consulting
3.13B +10.25%
Technology
Security Software
63.63B +7.74%
Technology
Other Semiconductors
612M +5.34%
Technology
Search Engines
47.1B +4.86%
Technology
Servers & Systems
18.29B +4.34%
Technology
Enterprise Software
14.12M +4.22%
Technology
Other Integrated Telecommunications Services
8.61B +7.98%
Technology
Internet Gaming
484M +2.94%
Technology
Other Software
333M +1.80%

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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