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 | 2,639B | +6.29% | ||
| Technology | Search Engines | 4,347B | +14.12% | ||
| Technology | Other Semiconductors | 5,110B | +13.12% | ||
| Technology | Other Software | 2,861B | -20.37% | ||
| Technology | Scientific & Super Computers | 16B | -4.48% | ||
| Technology | Other Internet Services | 527B | -23.17% | ||
| Technology | Other Semiconductors | 5.5B | -25.33% | ||
| Technology | Other IT Services & Consulting | 270B | -2.92% | ||
| Technology | Cloud Computing Services | 7.44B | -23.17% | ||
| Technology | Other Software | 85.3B | -5.16% | ||
| Technology | Other Software | 1.95B | -15.59% | ||
| Technology | Security Software | 316M | -12.80% | ||
| Technology | Other Semiconductors | 552B | +197.67% | ||
| - | - | 71.74B | - | ||
| Technology | Other Software | 34.77M | -39.19% | ||
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