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 | 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% | ||
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