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 | 2,740B | +10.07% | ||
| Technology | Search Engines | 4,241B | +11.27% | ||
| Technology | Other Semiconductors | 5,565B | +23.58% | ||
| Technology | Other Software | 3,881B | +8.06% | ||
| Technology | Other Software | 95.39B | +5.97% | ||
| Technology | Other Internet Services | 472B | -29.08% | ||
| Technology | Other IT Services & Consulting | 213B | -23.50% | ||
| Technology | Other Semiconductors | 4.72B | -36.16% | ||
| Technology | Cloud Computing Services | 5.44B | -44.17% | ||
| Technology | Other Semiconductor Equipment & Testing | 1.69B | -27.39% | ||
| Technology | Other Semiconductors | 563B | +190.19% | ||
| Technology | Scientific & Super Computers | 15.67B | -12.08% | ||
| - | - | 65.48B | - | ||
| Technology | Other Software | 36.19M | -36.49% | ||
| Technology | Security Software | 306M | -15.77% | ||
News of the components
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