Investment Themes
A computer operates with one or more processors. The power of the processor determines the speed of calculation and data analysis. To improve capabilities, ever-smaller components are used, going beyond the nanometer scale, where quantum physics replaces classical physics. This leads to quantum computing. A quantum computer has a special feature: unlike a classical computer, where each memory cell displays a 0 or a 1, a quantum computer can display two pieces of information simultaneously in each memory cell. This dramatically increases computing capacity. For example, a calculation that would take a classical computer 10,000 years would take a quantum computer just a few minutes.
The global market for quantum computing is estimated at around $500 million in 2021, and is expected to grow exponentially to around $65 billion by 2030, with a compound annual growth rate (CAGR) of over 50%. Increasing adoption of this technology by businesses and governments, as well as massive investment in R&D, will fuel this growth.
Quantum computing embodies a promising future investment theme, with considerable growth potential and a profound impact on various industries. Investors should consider allocating a portion of their portfolio to this disruptive technology to benefit from the expected exponential growth.
This thematic list includes most of the listed companies - from start-ups to established multinationals - that are active in the field of quantum computing.
Our selection
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,790B | +13.54% | ||
| Technology | Search Engines | 4,200B | +11.20% | ||
| Technology | Other Semiconductors | 5,201B | +11.79% | ||
| Technology | Other Software | 3,588B | +0.76% | ||
| Technology | Other Internet Services | 523B | -26.54% | ||
| Technology | Other Semiconductors | 5.98B | -26.09% | ||
| Technology | Other IT Services & Consulting | 222B | -22.00% | ||
| Technology | Scientific & Super Computers | 17.82B | -8.49% | ||
| Technology | Other Software | 76.18B | -16.01% | ||
| Technology | Cloud Computing Services | 7.59B | -28.57% | ||
| Technology | Other Software | 2.02B | -19.69% | ||
| Technology | Other Semiconductors | 473B | +136.48% | ||
| - | - | 68.43B | - | ||
| Technology | Other Software | 30.23M | -47.30% | ||
| Technology | Security Software | 351M | -8.00% | ||
News of the components
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