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
44.78B +23.52%
Technology
Other Semiconductor Equipment & Testing
151B +52.83%
Technology
Other Semiconductors
12.69B +39.32%
Technology
Integrated Circuits
22.28B +145.18%
Industrials
Elevator & Conveying Equipment
17.79B +53.75%
Technology
Integrated Circuits
1,895B +47.74%
Technology
Other Semiconductor Equipment & Testing
598B +43.20%
Technology
Other Software
3,084B -14.16%
Technology
Semiconductor Machinery Manufacturing
50.76B +70.44%
Technology
Other Phones & Handheld Devices
1,175B +123.94%
Technology
Enterprise Software
6.01B -39.76%
Technology
Search Engines
4,836B +28.05%
Technology
Semiconductor Testing Equipment & Service
56.32B +85.87%
Technology
Other Semiconductors
5,228B +15.39%
Technology
Social Media & Networking
1,547B -7.64%
Technology
Phones & Smart Phones
4,308B +7.89%
Technology
Other IT Services & Consulting
239M +53.75%
Technology
Other IT Services & Consulting
2.99B +3.78%
Technology
Other Software
611M -4.69%
Technology
Other Software
5.65B -34.17%
Technology
Enterprise Software
10.16B -50.82%
Industrials
Highway & Bridge Construction
25.92B +175.87%
Technology
Other Internet Services
368B -6.69%
Technology
Other Software
330B -22.48%
Consumer Cyclical
Internet & Mail Order Department Stores
2,933B +18.14%
Technology
Cloud Computing Services
3.32B -29.06%
Healthcare
Other Advanced Medical Equipment & Technology
159B -20.53%
Technology
Other Semiconductors
742B +112.55%
Technology
Security Software
83.51B +43.65%
Technology
Application Software
102B -27.70%
Technology
Enterprise Software
1.61B -38.11%
Technology
Enterprise Software
94.03B -40.48%
Technology
Other Semiconductors
262B +65.89%
Technology
Integrated Circuits
185B +153.85%
Technology
Other Communications & Networking
381B +25.37%
Industrials
Other Industrial Machinery & Equipment
33.4B +52.15%
Technology
Social Media & Networking
2.09B -16.93%
Technology
Enterprise Software
201B -29.83%
Industrials
Other Heavy Electrical Equipment
191B +38.50%
Technology
Other Semiconductor Equipment & Testing
25.05B +47.65%
Technology
Enterprise Software
564B +0.53%
Technology
Enterprise Software
8.39B -33.51%
Technology
Other Electronic Equipment & Parts
130B +48.50%
Industrials
Testing & Measuring Equipment
10.93B +82.49%
Technology
Cloud Computing Services
149B -31.37%
Technology
Other Internet Services
543B -21.30%
Industrials
Other Electrical Components & Equipment
53.27B +13.19%
Technology
Search Engines
22.01B -11.34%
Technology
Servers & Systems
21.24B +20.84%
Industrials
Other Industrial Machinery & Equipment
6.58B -12.12%
Technology
Application Software
16.94B -15.82%
Technology
Mobile Application Software
10.32B -24.66%
Technology
Other Software
30.61B +41.80%
Technology
Enterprise Software
14.17B -22.40%
Technology
Other Internet Services
154B -7.66%
Technology
Security Software
169B +12.86%
Technology
Other Semiconductors
227B +95.11%
Technology
Cloud Computing Services
12.14B -6.09%
Technology
Cloud Computing Services
12.2B -11.01%
Technology
Financial Technology (Fintech) (NEC)
35.01B -31.43%
Technology
Other Semiconductors
53.62B +55.51%
Technology
Other Semiconductors
9.74B +21.06%
Technology
Other IT Services & Consulting
216B -22.43%
Industrials
Other Heavy Machinery & Vehicles
3.91B +3.90%
Industrials
Industrial Machinery
684M +48.94%
Technology
Technology Consulting & Outsourcing Services
9.28B +2.27%
Consumer Non-Cyclical
Consumer Goods Conglomerates
17.43B +57.32%
Technology
Other Semiconductors
51.3B +118.52%
Technology
Other Household Electronics
17.95B +67.68%
Technology
Other Electronic Equipment & Parts
28.79B +21.67%
Healthcare
Other Advanced Medical Equipment & Technology
406M +52.02%
Technology
Other IT Services & Consulting
12.05B -26.64%
Technology
Cloud Computing Services
4.21B -29.72%
Technology
Other Software
12.29B -36.25%
Technology
Cloud Computing Services
4.43B +3.40%
Financials
Consumer Leasing
2.77B -33.78%
Technology
Application Software
71.25B +47.19%
Technology
Phones & Smart Phones
104B -19.39%
Technology
Other Software
100B +16.03%
Technology
Other Internet Services
11.91B -17.84%
Industrials
Testing & Measuring Equipment
5.15B +48.01%
Technology
Enterprise Software
10.86B -19.04%
Technology
Other Semiconductors
1.67B +14.55%
Technology
Other IT Services & Consulting
20.67B -27.28%
Technology
Other Software
479M -29.95%
Technology
Mobile Application Software
705M +47.96%
Technology
Other Software
444M -7.67%
Energy
Other Oil Related Services and Equipment
1.42B +54.07%
Technology
Other Internet Services
107M -17.08%
Technology
Other Software
316M -2.52%
Industrials
Other Electrical Components & Equipment
7.84B +57.75%
Technology
Other IT Services & Consulting
59.52B -18.54%
Industrials
Other Electrical Components & Equipment
10.54B +33.87%
Consumer Cyclical
Internet & Mail Order Department Stores
41.31B +4.98%
Technology
Other Software
30.3B -18.02%
Technology
Other Electronic Equipment & Parts
3.52B +56.36%
Technology
Other Semiconductors
94.31B +63.42%
Technology
E-commerce & Auction Services
320B -4.45%
Industrials
Commercial Equipment
7.26B -7.45%
Technology
Other Software
5.41B -30.74%

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