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
Integrated Circuits
68.63B -9.19%
Technology
Other Semiconductors
9.65B -2.64%
Technology
Other Semiconductor Equipment & Testing
78.05B +0.14%
Technology
Social Media & Networking
2.35B -0.52%
Technology
Enterprise Software
344B +7.05%
Industrials
Elevator & Conveying Equipment
9.39B +10.88%
Technology
Other Semiconductors
915B -1.86%
Technology
Other Software
3,553B +13.94%
Consumer Cyclical
Internet & Mail Order Department Stores
47.81B -6.29%
Technology
Cloud Computing Services
251B -22.38%
Technology
Other Electronic Equipment & Parts
95.26B -12.07%
Technology
E-commerce & Auction Services
274B +33.85%
Technology
Other Internet Services
594B +19.90%
Technology
Search Engines
2,142B -8.43%
Technology
Social Media & Networking
1,753B +18.83%
Technology
Search Engines
22.44B +22.42%
Technology
Other Semiconductors
3,517B +8.21%
Technology
Other Internet Services
192M -0.62%
Technology
Phones & Smart Phones
179B +56.23%
Technology
Other Internet Services
177B +38.33%
Technology
Other Software
17.76B +7.96%
Technology
Cloud Computing Services
5.09B -2.15%
Technology
Other Software
6.65B -2.68%
Technology
Cloud Computing Services
19.74B +20.20%
Technology
Cloud Computing Services
16.75B +2.39%
Technology
Other IT Services & Consulting
1.03B -40.15%
Technology
Other Software
326B +84.87%
Technology
Other Internet Services
519B +37.02%
Technology
Security Software
78.75B +6.71%
Technology
Enterprise Software
208B -7.36%
Technology
Application Software
163B -15.06%
Healthcare
Other Advanced Medical Equipment & Technology
184B -2.39%
Consumer Cyclical
Internet & Mail Order Department Stores
2,281B -3.13%
Technology
Servers & Systems
25.73B +45.90%
Technology
Security Software
135B +9.79%
Technology
Application Software
29.61B -0.31%
Technology
Financial Technology (Fintech) (NEC)
61.06B +11.61%
Technology
Enterprise Software
29.26B -21.86%
Technology
Other Communications & Networking
259B +11.21%
Technology
Other Semiconductors
1.52B -24.51%
Technology
Other Computer Hardware
3.92B +16.29%
Industrials
Other Heavy Electrical Equipment
107B -3.36%
Technology
Other Semiconductors
170B -0.01%
Technology
Enterprise Software
16.35B +29.38%
Technology
Technology Consulting & Outsourcing Services
8.93B +26.06%
Technology
Other Semiconductor Equipment & Testing
302B -2.02%
Technology
Other Software
2.28B +23.95%
Technology
Semiconductor Machinery Manufacturing
29.48B -7.23%
Technology
Phones & Smart Phones
2,922B -21.45%
Technology
Semiconductor Testing Equipment & Service
13.87B -31.51%
Technology
Enterprise Software
8.62B +8.44%
Technology
Other IT Services & Consulting
168M +66.22%
Industrials
Highway & Bridge Construction
6.73B +33.10%
Technology
Cloud Computing Services
2.54B -18.37%
Technology
Cloud Computing Services
6.57B +88.56%
Technology
Application Software
20.09B -9.41%
Technology
Other Software
8.87B -15.80%
Technology
Other Software
3.18B -29.83%
Technology
Application Software
8.15B -5.78%
Technology
Other IT Services & Consulting
3.75B -52.52%
Technology
Search Engines
29.57B +0.20%
Technology
Enterprise Software
2.22B -8.64%
Technology
Other Software
73.76B -2.40%
Financials
Consumer Leasing
5.08B -4.04%
Industrials
Other Industrial Machinery & Equipment
3.4B +51.05%
Technology
Other Internet Services
23.37B +19.93%
Technology
Other Software
794M -43.59%
Technology
Other Semiconductors
153B +18.34%
Technology
Other Semiconductors
180B +5.78%
Technology
Other Computer Hardware
23.49B -16.72%
Industrials
Other Industrial Machinery & Equipment
24.72B -9.72%
Technology
Enterprise Software
16.44B +0.04%
Technology
Integrated Circuits
4.91B -21.69%
Technology
Other Semiconductors
7.69B -14.48%
Industrials
Other Industrial Machinery & Equipment
22.93B -17.93%
Industrials
Testing & Measuring Equipment
5.02B -16.36%
Technology
Other Semiconductor Equipment & Testing
9.58B +4.87%
Technology
Other Phones & Handheld Devices
277B +12.41%
Consumer Non-Cyclical
Consumer Goods Conglomerates
12.43B +46.43%
Technology
Other Software
47.96B -6.21%
Industrials
Other Electrical Components & Equipment
40.53B -1.39%
Technology
Other Electronic Equipment & Parts
22.99B +5.35%
Energy
Other Oil Related Services and Equipment
1.08B -24.57%
Technology
Other Software
81.64B -1.21%
Technology
Cloud Computing Services
62.82B +68.46%
Technology
Other IT Services & Consulting
30.02M +30.24%
Technology
Other Semiconductors
206B +4.98%
Industrials
Other Electrical Components & Equipment
5.13B -28.25%
Technology
Other IT Services & Consulting
257B +28.83%
Technology
Satellite Service Operators
3.09B -0.96%
Technology
Enterprise Software
584B +26.54%
Technology
Other Electronic Equipment & Parts
2.21B -5.19%
Technology
Other IT Services & Consulting
29.42B -6.58%
Technology
Enterprise Software
526M +78.39%
Technology
Other IT Services & Consulting
2.12B -29.41%
Technology
Cloud Computing Services
2.45B +62.98%
Technology
Application Software
721M -9.39%
Technology
Other Software
1.53B +9.15%
Industrials
Other Industrial Machinery & Equipment
3.02B -3.97%
Technology
Other IT Services & Consulting
1.38B +17.18%

News of the components

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

Heatmap

Calendar of the components

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

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