Investment Themes

Artificial Intelligence: From science fiction to the future engine of the economy

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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 Semiconductor Equipment & Testing
121B +27.33%
Technology
Integrated Circuits
11.71B +30.59%
Technology
Other Semiconductors
7.91B -11.97%
Technology
Social Media & Networking
2.18B -12.92%
Industrials
Elevator & Conveying Equipment
14.74B +33.48%
Industrials
Testing & Measuring Equipment
9.08B +51.17%
Technology
Other Semiconductor Equipment & Testing
568B +40.37%
Technology
Semiconductor Machinery Manufacturing
42.47B +47.53%
Technology
Other Software
2,854B -20.52%
Technology
Integrated Circuits
1,626B +28.39%
Technology
Phones & Smart Phones
3,805B -4.66%
Technology
Search Engines
20.02B -17.94%
Technology
Other Phones & Handheld Devices
865B +67.64%
Technology
Enterprise Software
7.03B -30.38%
Technology
Semiconductor Testing Equipment & Service
57.95B +91.22%
Technology
Other Semiconductors
4,599B +1.51%
Technology
Search Engines
3,875B +2.65%
Technology
Social Media & Networking
1,605B -3.87%
Technology
Other IT Services & Consulting
255M +76.88%
Industrials
Highway & Bridge Construction
14.08B +49.89%
Technology
Other IT Services & Consulting
2.46B -14.52%
Technology
Other Software
441M -30.47%
Technology
Other Software
5.3B -38.26%
Technology
Enterprise Software
10.83B -48.85%
Technology
Other Software
317B -25.53%
Technology
Cloud Computing Services
2.9B -38.75%
Technology
Other Software
18.82B -12.65%
Technology
Enterprise Software
92.28B -41.86%
Technology
Security Software
58.26B -0.84%
Consumer Cyclical
Internet & Mail Order Department Stores
2,580B +3.93%
Technology
Enterprise Software
15.52B -14.63%
Technology
Application Software
97.05B -31.40%
Technology
Other Semiconductors
402B +15.25%
Healthcare
Other Advanced Medical Equipment & Technology
163B -18.96%
Technology
Enterprise Software
1.57B -40.15%
Technology
Cloud Computing Services
9.89B -27.84%
Technology
Mobile Application Software
8.7B -36.18%
Technology
Integrated Circuits
81.45B +13.29%
Industrials
Other Industrial Machinery & Equipment
36.11B +2.42%
Technology
Other Communications & Networking
325B +6.91%
Industrials
Other Industrial Machinery & Equipment
28.37B +30.90%
Technology
Enterprise Software
195B -30.88%
Industrials
Industrial Machinery
562M +28.30%
Industrials
Other Heavy Electrical Equipment
165B +22.19%
Technology
Other Semiconductor Equipment & Testing
23.13B +44.38%
Technology
Enterprise Software
448B -20.16%
Technology
Enterprise Software
8.06B -37.34%
Technology
Technology Consulting & Outsourcing Services
7.74B -13.29%
Technology
Other Electronic Equipment & Parts
96.44B +10.89%
Technology
Cloud Computing Services
160B -34.76%
Technology
Other Internet Services
564B -17.66%
Industrials
Other Electrical Components & Equipment
53.71B +14.20%
Technology
Servers & Systems
15.59B -11.27%
Technology
Application Software
15.97B -22.96%
Technology
Cloud Computing Services
3.85B -9.23%
Technology
Other Internet Services
113M -12.57%
Technology
Other Internet Services
436B +10.03%
Technology
Other Internet Services
147B -11.47%
Technology
Security Software
132B -11.78%
Technology
Other Software
79.57B -7.80%
Technology
Phones & Smart Phones
101B -21.42%
Technology
Cloud Computing Services
10.07B -22.13%
Financials
Consumer Leasing
2.66B -35.83%
Technology
Other Semiconductors
167B +44.16%
Technology
Financial Technology (Fintech) (NEC)
32.95B -33.93%
Technology
Other Software
845M -35.96%
Technology
Other Semiconductors
39.8B +15.43%
Technology
Other Semiconductors
8.53B +7.36%
Technology
Other IT Services & Consulting
223B -19.71%
Industrials
Testing & Measuring Equipment
3.73B +10.88%
Industrials
Other Heavy Machinery & Vehicles
3.52B -4.52%
Technology
Enterprise Software
10.35B -22.22%
Technology
Other IT Services & Consulting
20.36B -26.82%
Technology
Other Semiconductors
35.21B +53.72%
Technology
Other Household Electronics
13.23B +25.46%
Technology
Other Software
341M -29.09%
Industrials
Other Industrial Machinery & Equipment
6.87B -8.22%
Technology
Other Electronic Equipment & Parts
30.38B +28.44%
Healthcare
Other Advanced Medical Equipment & Technology
369M +42.93%
Technology
Other IT Services & Consulting
10.93B -33.95%
Technology
Other Software
9.95B -48.38%
Technology
Other Internet Services
11.55B -30.40%
Technology
Application Software
38.95B -19.05%
Technology
Other Semiconductors
197B +24.91%
Industrials
Other Electrical Components & Equipment
5.86B +20.83%
Technology
Other Semiconductors
1.28B -10.96%
Consumer Cyclical
Internet & Mail Order Department Stores
39.68B +0.84%
Consumer Non-Cyclical
Consumer Goods Conglomerates
17.5B +65.94%
Technology
Other Software
27.04B -25.94%
Technology
Other Software
371M -45.49%
Industrials
Commercial Equipment
6.8B -13.24%
Energy
Other Oil Related Services and Equipment
1.44B +56.14%
Technology
Other IT Services & Consulting
60.18B -14.83%
Industrials
Other Electrical Components & Equipment
8.51B +8.31%
Technology
Other Electronic Equipment & Parts
2.78B +36.98%
Technology
Other Semiconductors
65.21B +15.44%
Technology
E-commerce & Auction Services
287B -12.67%
Technology
Cloud Computing Services
1.75B -29.13%
Technology
Other Software
4.72B -39.57%
Technology
Mobile Application Software
638M +33.36%

News of the components

░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░ ░░ ░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░░░░░
░░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░ ░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░░
░░░░ ░░░░░ ░░░░░░░░░ ░░░ ░░ ░░░░░░ ░░░ ░░░░░░░░ ░░ ░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░ ░░░ ░ ░░░░░░░ ░░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░░░░ ░░░░░░░ ░░ ░░░░░ ░░░░░░░ ░░ ░░░░░░░░ ░░░ ░░░░░░ ░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░ ░░ ░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░ ░░░░░ ░░░░░░░░░ ░░░░ ░░ ░░ ░░░░░░
░░░░ ░░░░░░░ ░░ ░░░░░░░ ░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░
░░░░ ░░░░░░░░░░░ ░░░ ░░░░ ░░░░░ ░░░░░ ░░░░░ ░░░░ ░░░░░ ░░ ░░░ ░░░░░░░ ░░░░░░░ ░░ ░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░ ░░░░░░ ░░░ ░░░░░░░░░░░░ ░░ ░░░░ ░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░ ░░░ ░░░░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░ ░ ░░░░ ░░░ ░ ░░░ ░░░░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░░░░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░

Heatmap

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