71 companies involved in Bigdata and Business Intelligence — trends that unfold now

Accessing Data as Market Differentiator The Data Decade (Huberty) was accelerated as a result of the pandemic. The 10-year investment cycle gained speed and precision in areas such as artificial intelligence, machine learning, robotics, automation, and industrial internet of things. It is about sink or swim! Companies were forced to leverage into technology fields in order to maintain some modicum of activity during the lockdown. Social-distancing measures have heightened the need to access remote data, interactions, and process steps. IDC expects an 87% compound annual growth in total AR/VR spending over the next 4 years, reaching USD 128 billion 2 years from now. While the use of AI/AR will be very niche, such as in consumer gaming, a far more pronounced application can be expected in sectors such as healthcare, retail, real estate, and education.
194,05 (CHF)

Highlights of the companies in the report:

Number of companies 71
Average upside >19 %
Vol. ~13.4%
Beta ~0.99
Sharpe (exp) ~1.59