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
Social Media & Networking
2.57B +9.78%
Industrials
Elevator & Conveying Equipment
12.1B +7.51%
Technology
Other Semiconductors
1,377B +9.03%
Technology
Other Semiconductor Equipment & Testing
487B +17.91%
Technology
Other Software
3,562B -1.33%
Technology
Cloud Computing Services
244B -2.08%
Technology
Other Internet Services
706B +3.92%
Technology
Other Phones & Handheld Devices
623B +15.93%
Technology
Semiconductor Testing Equipment & Service
34.02B +15.91%
Technology
Search Engines
26.01B +4.74%
Technology
Search Engines
3,968B +6.03%
Technology
Enterprise Software
9.83B -2.41%
Technology
Other Semiconductors
4,492B -0.84%
Technology
Social Media & Networking
1,646B -2.75%
Industrials
Highway & Bridge Construction
9.47B +0.44%
Technology
Enterprise Software
2.5B -6.69%
Technology
Cloud Computing Services
4.87B +14.98%
Consumer Cyclical
Internet & Mail Order Department Stores
2,645B +6.78%
Technology
Other Internet Services
178B +3.62%
Technology
Cloud Computing Services
4.77B +1.74%
Technology
Other Software
8.73B +5.19%
Technology
Application Software
20.4B -1.60%
Technology
Security Software
58.91B -0.94%
Technology
Phones & Smart Phones
126B -2.19%
Technology
Other Software
19.92B -7.19%
Financials
Consumer Leasing
4.78B +3.48%
Technology
Cloud Computing Services
14.47B +3.02%
Technology
Other Software
423B +0.93%
Technology
Application Software
44.01B -6.93%
Healthcare
Other Advanced Medical Equipment & Technology
208B +1.13%
Technology
Other Semiconductors
331B -3.02%
Technology
Enterprise Software
19.46B -6.31%
Technology
Enterprise Software
147B -6.89%
Technology
Application Software
140B -6.38%
Technology
Financial Technology (Fintech) (NEC)
53.2B +3.91%
Technology
Other Internet Services
18.33B +3.59%
Technology
Other Internet Services
409B -4.64%
Technology
Other Semiconductors
8.27B +10.22%
Technology
Integrated Circuits
71.64B +1.05%
Industrials
Other Industrial Machinery & Equipment
38.06B +8.43%
Technology
Other Communications & Networking
292B -3.92%
Technology
Other Computer Hardware
3.24B -1.40%
Technology
Other Semiconductors
1.56B +8.39%
Technology
Other Semiconductors
9.14B +3.42%
Technology
Enterprise Software
288B +2.28%
Industrials
Other Heavy Electrical Equipment
137B +2.40%
Technology
Enterprise Software
570B +5.01%
Technology
Enterprise Software
12.3B -0.59%
Technology
Technology Consulting & Outsourcing Services
9.15B +0.70%
Technology
Other Electronic Equipment & Parts
88.48B +2.82%
Industrials
Other Electrical Components & Equipment
48.49B +2.17%
Technology
Phones & Smart Phones
3,812B -4.27%
Technology
Other Internet Services
125M +1.92%
Technology
Other Software
1.35B +4.25%
Technology
Mobile Application Software
14.12B +1.49%
Technology
Other Electronic Equipment & Parts
25.78B +7.62%
Technology
Security Software
132B +2.54%
Technology
Servers & Systems
18B +2.90%
Technology
Other Software
628M -1.57%
Technology
Cloud Computing Services
12.75B -2.40%
Technology
Other Software
89.09B +4.14%
Technology
Other Semiconductors
173B +8.98%
Technology
Other Semiconductor Equipment & Testing
110B +19.76%
Industrials
Testing & Measuring Equipment
3.62B +5.70%
Technology
Integrated Circuits
10.02B +14.59%
Industrials
Other Industrial Machinery & Equipment
23.44B +12.61%
Industrials
Testing & Measuring Equipment
6.54B +9.59%
Technology
Other Software
668M -8.03%
Technology
Semiconductor Machinery Manufacturing
35.34B +21.02%
Industrials
Commercial Equipment
8.11B +2.93%
Technology
Enterprise Software
19.18B +3.13%
Technology
Application Software
7.06B -1.69%
Technology
Other IT Services & Consulting
15.34B -9.54%
Technology
Cloud Computing Services
64.02B -5.46%
Technology
Other Semiconductors
119B +1.67%
Technology
Other IT Services & Consulting
284B +5.39%
Industrials
Other Electrical Components & Equipment
4.99B +1.74%
Industrials
Other Heavy Machinery & Vehicles
3.94B +5.31%
Technology
Enterprise Software
13.71B +1.99%
Technology
Other Semiconductor Equipment & Testing
17.23B +12.67%
Technology
Other Semiconductors
189B -1.04%
Industrials
Industrial Machinery
486M +8.51%
Technology
Other IT Services & Consulting
29.57B +1.55%
Consumer Cyclical
Internet & Mail Order Department Stores
41.79B +7.07%
Consumer Non-Cyclical
Consumer Goods Conglomerates
13.08B +29.82%
Technology
Other Software
37.89B +3.78%
Technology
E-commerce & Auction Services
337B +13.46%
Technology
Other IT Services & Consulting
2.96B +4.27%
Technology
Enterprise Software
329M -5.81%
Technology
Other Software
556M +15.15%
Technology
Other IT Services & Consulting
2.07B +21.02%
Healthcare
Other Advanced Medical Equipment & Technology
288M +10.61%
Technology
Cloud Computing Services
4.45B +5.05%
Technology
Other Software
19.11B +7.06%
Industrials
Other Industrial Machinery & Equipment
8.63B +23.08%
Technology
Other Computer Hardware
29.59B -7.99%
Technology
Other Semiconductors
25.53B +8.42%
Technology
Other Electronic Equipment & Parts
2.32B +6.58%
Technology
Other Communications & Networking
26.04B +6.32%
Technology
Other Semiconductors
62.92B +10.43%

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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