Investment Themes
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% | ||
News of the components
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Calendar of the components
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