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
236B +49.25%
Industrials
Other Industrial Machinery & Equipment
35.5B -0.61%
Technology
Integrated Circuits
189B +163.29%
Technology
Other Communications & Networking
434B +43.10%
Technology
Other Semiconductor Equipment & Testing
158B +61.45%
Technology
Other Semiconductors
10.11B +6.41%
Industrials
Other Industrial Machinery & Equipment
28.37B +32.37%
Industrials
Elevator & Conveying Equipment
13.73B +18.93%
Technology
Integrated Circuits
22.57B +152.47%
Industrials
Other Heavy Electrical Equipment
177B +33.70%
Technology
Other Semiconductor Equipment & Testing
19.61B +17.90%
Technology
Other Electronic Equipment & Parts
123B +45.11%
Technology
Other Computer Hardware
69.43B +118.28%
Industrials
Testing & Measuring Equipment
9.85B +62.70%
Technology
Other Semiconductors
43.95B +89.62%
Technology
Other Semiconductors
1,934B +53.23%
Technology
Other Semiconductor Equipment & Testing
668B +62.30%
Technology
Semiconductor Machinery Manufacturing
47B +58.81%
Technology
Other Software
3,619B +0.76%
Technology
Phones & Smart Phones
4,529B +14.15%
Technology
Other Phones & Handheld Devices
1,181B +114.35%
Technology
Search Engines
4,238B +11.20%
Technology
Semiconductor Testing Equipment & Service
57.05B +88.52%
Technology
Other Semiconductors
5,049B +11.79%
Technology
Social Media & Networking
1,424B -15.31%
Technology
Enterprise Software
5.64B -42.60%
Technology
Other IT Services & Consulting
280M +90.62%
Industrials
Highway & Bridge Construction
15.19B +62.19%
Technology
Servers & Systems
22.75B +20.16%
Technology
Other IT Services & Consulting
2.56B -9.59%
Technology
Other Software
34.18B +56.49%
Consumer Cyclical
Internet & Mail Order Department Stores
2,827B +13.54%
Technology
Mobile Application Software
9.35B -31.47%
Technology
Other Software
8.65B +10.34%
Technology
Other Software
8.59B +1.10%
Technology
Enterprise Software
12.18B -39.16%
Technology
Security Software
112B +91.40%
Technology
Other IT Services & Consulting
2.94B +43.96%
Technology
Cloud Computing Services
6.17B +34.28%
Technology
Other Software
20.31B +4.51%
Technology
Other Software
423B -1.05%
Technology
Other Semiconductors
746B +113.27%
Technology
Other Software
81.07B +66.02%
Technology
Other Internet Services
333B -14.67%
Technology
Application Software
110B -21.06%
Healthcare
Other Advanced Medical Equipment & Technology
132B -34.04%
Industrials
Other Industrial Machinery & Equipment
5.2B -32.72%
Technology
Other Semiconductors
40.3B +16.46%
Technology
Other Semiconductors
11.59B +46.42%
Industrials
Testing & Measuring Equipment
5B +45.30%
Industrials
Other Electrical Components & Equipment
8.07B +4.42%
Technology
Enterprise Software
252B -10.84%
Industrials
Industrial Machinery
662M +47.23%
Consumer Non-Cyclical
Consumer Goods Conglomerates
13.61B +25.77%
Industrials
Other Electrical Components & Equipment
55.56B +18.03%
Technology
Search Engines
24.2B -7.84%
Technology
Other Electronic Equipment & Parts
28.98B +22.41%
Healthcare
Other Advanced Medical Equipment & Technology
311M +17.68%
Technology
Other Internet Services
162B -2.96%
Technology
Security Software
194B +62.71%
Technology
Cloud Computing Services
18.02B +29.00%
Technology
Application Software
16.74B -11.42%
Technology
Financial Technology (Fintech) (NEC)
39.73B -22.01%
Technology
Other Semiconductors
255B +118.44%
Technology
Cloud Computing Services
14.18B +13.17%
Technology
Other Semiconductors
1.34B -4.62%
Technology
Social Media & Networking
1.72B -31.51%
Industrials
Other Heavy Machinery & Vehicles
4.71B +26.62%
Industrials
Other Electrical Components & Equipment
7.8B +63.54%
Technology
Other Semiconductors
169B -7.32%
Technology
Enterprise Software
8.89B -29.42%
Technology
Other Electronic Equipment & Parts
3.28B +53.87%
Technology
Enterprise Software
410B -26.91%
Technology
Other Semiconductors
81.94B +46.33%
Technology
Other Internet Services
504B -26.31%
Technology
Other Household Electronics
24.34B +117.41%
Technology
Cloud Computing Services
171B -21.08%
Technology
Other Software
390M +20.54%
Technology
Other IT Services & Consulting
12.73B -18.99%
Technology
Other Software
87B +1.07%
Technology
Cloud Computing Services
3.66B -38.94%
Technology
Cloud Computing Services
5.25B +24.41%
Technology
Other Software
614M +11.87%
Technology
Phones & Smart Phones
91.37B -29.31%
Financials
Consumer Leasing
2.91B -31.65%
Technology
Enterprise Software
132B -16.41%
Technology
Other IT Services & Consulting
218B -22.00%
Technology
Other IT Services & Consulting
22.06B -22.95%
Technology
Technology Consulting & Outsourcing Services
12.75B +32.94%
Technology
Other Software
35B -6.88%
Technology
Other IT Services & Consulting
3.65M -86.63%
Technology
Other IT Services & Consulting
1.96B +12.13%
Technology
Application Software
617M -8.83%
Technology
Mobile Application Software
806M +69.24%
Energy
Other Oil Related Services and Equipment
1.47B +59.01%
Technology
Other Internet Services
13.29B -9.35%
Technology
Security Software
286B +90.50%
Technology
Scientific & Super Computers
16.31B -8.49%
Technology
Enterprise Software
13.53B +0.88%
Consumer Cyclical
Internet & Mail Order Department Stores
39.24B +1.74%

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