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
10.14B +1.76%
Technology
Integrated Circuits
77.44B +0.35%
Technology
Social Media & Networking
2.38B +1.88%
Technology
Enterprise Software
353B +9.50%
Industrials
Elevator & Conveying Equipment
9.18B +11.48%
Technology
Other Semiconductors
976B +2.33%
Consumer Cyclical
Internet & Mail Order Department Stores
44.83B -10.30%
Technology
Other Software
3,741B +19.41%
Technology
Cloud Computing Services
247B -22.81%
Technology
E-commerce & Auction Services
242B +25.86%
Technology
Other Internet Services
573B +19.09%
Technology
Search Engines
2,193B -4.81%
Technology
Enterprise Software
8.52B +6.87%
Technology
Social Media & Networking
1,804B +22.54%
Technology
Search Engines
27.41B +27.20%
Technology
Other Semiconductors
4,024B +22.81%
Technology
Other IT Services & Consulting
164M +52.70%
Industrials
Highway & Bridge Construction
7.35B +43.52%
Technology
Other Internet Services
189M -2.47%
Technology
Other IT Services & Consulting
1.25B -24.48%
Technology
Phones & Smart Phones
190B +66.23%
Technology
Other Internet Services
199B +58.14%
Technology
Other Software
17.28B +4.70%
Technology
Other Software
6.61B -2.83%
Technology
Cloud Computing Services
4.93B -3.29%
Technology
Cloud Computing Services
19.41B +18.34%
Technology
Cloud Computing Services
15.51B -5.45%
Technology
Other Software
8.9B -14.95%
Technology
Other Internet Services
530B +39.69%
Technology
Other Software
335B +87.89%
Technology
Security Software
75.82B +4.85%
Consumer Cyclical
Internet & Mail Order Department Stores
2,389B +2.57%
Technology
Enterprise Software
195B -11.45%
Technology
Application Software
154B -18.29%
Technology
Enterprise Software
27.65B -24.76%
Healthcare
Other Advanced Medical Equipment & Technology
184B -1.90%
Technology
Application Software
32.93B +11.02%
Technology
Financial Technology (Fintech) (NEC)
55.95B +5.71%
Technology
Security Software
125B +2.98%
Technology
Other Communications & Networking
269B +14.78%
Technology
Other Semiconductor Equipment & Testing
83.94B +11.64%
Technology
Other Semiconductors
1.57B -22.69%
Technology
Other Computer Hardware
4.17B +20.98%
Industrials
Other Heavy Electrical Equipment
109B -3.12%
Technology
Enterprise Software
17.07B +35.15%
Technology
Other Semiconductors
173B +2.50%
Technology
Other Semiconductor Equipment & Testing
311B +0.77%
Technology
Other Electronic Equipment & Parts
91.47B -14.00%
Technology
Other Software
2.46B +33.24%
Technology
Semiconductor Machinery Manufacturing
30.06B -6.08%
Technology
Phones & Smart Phones
3,154B -15.68%
Technology
Semiconductor Testing Equipment & Service
15.57B -22.93%
Technology
Cloud Computing Services
2.57B -17.14%
Technology
Cloud Computing Services
6.56B +85.13%
Technology
Application Software
23.21B +5.24%
Financials
Consumer Leasing
7.19B +22.82%
Technology
Other IT Services & Consulting
4.65B -41.68%
Technology
Search Engines
29.88B +3.11%
Technology
Application Software
7.49B -11.42%
Technology
Servers & Systems
29.39B +61.55%
Technology
Other Software
86.78B +15.23%
Technology
Enterprise Software
2.13B -13.01%
Technology
Other Internet Services
23.97B +22.14%
Technology
Other Software
843M -39.59%
Industrials
Other Industrial Machinery & Equipment
5.13B +98.48%
Technology
Other Semiconductors
154B +18.30%
Healthcare
Other Healthcare Facilities & Services
268M +3.31%
Technology
Other Semiconductors
201B +17.99%
Technology
Other Computer Hardware
27.19B -2.95%
Industrials
Other Industrial Machinery & Equipment
24.19B -8.50%
Technology
Enterprise Software
15.73B -3.89%
Technology
Integrated Circuits
5.73B -8.09%
Technology
Other Semiconductors
9.49B +4.57%
Industrials
Other Industrial Machinery & Equipment
21.58B -19.60%
Industrials
Testing & Measuring Equipment
5.76B -4.24%
Technology
Other Semiconductor Equipment & Testing
11.79B +26.87%
Technology
Technology Consulting & Outsourcing Services
10.35B +43.97%
Consumer Non-Cyclical
Consumer Goods Conglomerates
11.23B +36.03%
Technology
Other Phones & Handheld Devices
298B +17.67%
Technology
Other Software
48.59B -5.43%
Industrials
Other Electrical Components & Equipment
41.78B +0.39%
Technology
Cloud Computing Services
1.87B +20.57%
Technology
Other Electronic Equipment & Parts
24.87B +14.35%
Energy
Other Oil Related Services and Equipment
993M -29.72%
Technology
Other Software
87.54B +6.70%
Industrials
Other Aerospace & Defense
12.97B +71.42%
Technology
Other Semiconductors
237B +21.22%
Technology
Other IT Services & Consulting
258B +29.00%
Technology
Satellite Service Operators
3.4B +8.37%
Industrials
Other Electrical Components & Equipment
5.3B -25.91%
Industrials
Industrial Machinery
417M +10.07%
Technology
Other IT Services & Consulting
27.9B -11.22%
Technology
Enterprise Software
648B +38.36%
Technology
Other Electronic Equipment & Parts
2.7B +11.55%
Technology
Enterprise Software
553M +94.00%
Technology
Other IT Services & Consulting
2.05B -31.20%
Technology
Other Software
3.53B -23.64%
Technology
Other Software
1.54B +8.92%
Technology
Application Software
712M -11.86%
Technology
Other IT Services & Consulting
1.58B +25.80%

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  1. Stock Market
  2. Investment Themes
  3. Artificial Intelligence: From science fiction to the future engine of the economy