Artificial Intelligence
A strategy built around real players in the Artificial Intelligence market worldwide. A global AI approach with a high exposure to the technology sectors.
Why invest in AI?
Artificial Intelligence (AI) refers to the simulation of human intelligence by machines, particularly by computer systems. It encompasses a set of techniques, including machine learning, natural language processing, and computer vision, that enable a machine to learn, reason, and solve problems.
AI has already existed for several years. Its concept is starting to become more widespread with "Deep Blue," the computer that beat the world's best chess player in 1997. More recently, AI has appeared in our daily lives thanks to virtual assistants. In recent years, its development has been widely supported by investors, to the point that its market is estimated to reach 327 billion in 2023 according to a Statista study.
AI is used in various fields, such as voice recognition, virtual assistants, autonomous driving, and web marketing. But that's just the visible part of the iceberg. Artificial Intelligence is also used in industry, medical research, cybersecurity, or even logistics.
If Artificial Intelligence has experienced real growth in recent years, it is also partly due to the infrastructure that fuels these technologies. New types of smaller and faster chips have emerged, and the creation of massive data centers has allowed for the hosting of all the necessary data for the development of these technologies. At CPRAM, we believe that the development of these infrastructures will play a key role in the development of AI.
An overview of our ecosystem
1 Hyperscaler : Large cloud service providers, which can provide services such as computing and storage at enterprise scale
2. AIOps : Artificial Intelligence for IT Operations
Our approach
Artificial Intelligence primarily operates in the technology sector. Therefore, in order to capture the growth potential of this theme, the fund's investment universe has been divided into three dimensions:
AI infrastructures, which are essential to the development of Artificial Intelligence, covering chip manufacturers, Cloud service providers (computing and data storage) and data centers.
AI enablers are companies that support the deployment of Artificial Intelligence by providing the tools, technologies and expertise needed to integrate it: data management and extraction, observability and security solutions, consulting firms.
- AI users include companies that are adopting Artificial Intelligence to drive innovation, create new opportunities and optimise their operations.
To be comprehensive and diversify the profile of the companies in the portfolio, the investment universe composed of 200 stocks includes both international companies that contribute to the development of artificial intelligence and those that benefit from it.
The main risks associated with this strategy are capital loss, equity, interest rate, credit, and currency risks. It is advisable to refer to the legal documentation of the investment fund to obtain detailed information on its risk profile.
