Investment Themes
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% | ||
News of the components
| ░░░░ | ░░░░░░ ░░░░░░░░░░░ ░░░░░░ ░░░ ░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░ ░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░ ░░░░░ ░░░░░░ ░░░ ░░░░░░░░ ░░░░░ ░ ░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░ ░░░░░ ░░░░░ ░░░░░░ ░░░░░ ░░ ░░░░░░ ░░░░ ░░░░░ ░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░ ░ ░░░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░ ░░ ░░░░░ ░░░ ░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░ ░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░ ░░░░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░ ░░ ░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░░░░░ ░░░░░ ░░░░ ░░░░░░░░░ ░░░░ ░░ ░░░░░ ░░ ░░░░░ ░░░░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░ ░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░ ░░░░░░░ ░░ ░░░░░░ ░░ ░░░░░ ░░░░░ ░░░░░░░░░░ ░░░░░ ░░░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░░░ ░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░ ░░░░░░░ ░░ ░░░░░░ ░░ ░░░░░ ░░░░░ ░░░░░░░░░░ ░░░░░ ░░░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░░░ ░░░░░░ ░░░░░ ░░ ░░░░░░ ░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░ ░░░░░░░░░░ ░░░░ ░░░░░ ░░░░░ ░░ ░░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░ ░░ ░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░ ░░░░░░░ ░░░░ ░░░░░ ░░ ░░░░░░ ░░░░░ ░░░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░ ░░░░░░░ ░░░░ ░░░░░ ░░ ░░░░░░ ░░░░░ ░░░░ ░░░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░ ░░░ ░░ ░░░░░ ░░░ ░░░░░░░░ ░░░░░ ░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░ ░░░ ░░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░ ░░░░░░ ░░░░ ░░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░░░░░ ░░░░ ░░░ ░░░░░░░░░░ ░░░░░ ░░░░░ ░░░ ░░░░░ ░░░░ ░░ ░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░ ░░░ ░░ ░░░░░ ░ ░░░░░ ░░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░ ░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░ ░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░ ░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░░░░░░░░░░░░ ░░░ ░░░░░░░░ ░░░ ░░░ ░░░░░░░░░░░░░ | ░░ |
Heatmap
Calendar of the components
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░░░░░░░ ░ ░░░ ░░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░░░░░░░ ░ ░░░░░░░░ |
| ░░░░ | ░░░░ ░░░░░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░░░░░░ ░░░░░ ░░░░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ |
Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- Artificial Intelligence: From science fiction to the future engine of the economy
















