AI-powered Thematic Investing

Digital Innovations

Targeting the winners of AI
Targeting the winners of AI Investing in companies at the forefront of the AI revolution: those developing the software, hardware, and platforms powering future innovation. The Digital Innovations Strategy is capturing growth across the entire AI ecosystem. That means investments in semiconductor design and manufacturing as well cloud-computing platforms and software developers that help to deploy its powers to automate business processes.

Yet, AI is much bigger than IT.
Though born out of Big Tech, AI’s transformative power will continue to reach far beyond its IT roots. A mind-boggling capacity to rapidly structure data, discover patterns and solve problems means AI is already transforming sectors and industries.

FinTech

AI is reshaping the business of finance
From fraud detection to client servicing, companies with our FinTech strategy are early and aggressive adopters of AI tools to protect assets, eliminate inefficiencies, unlock productivity, and seize new markets across the intensely data-driven financial landscape executing trillions of transactions daily.

Smart Mobility

Accelerating autonomous motion
From detecting nearing objects and sleepy drivers to voice-assisted communication and hands-free steering, today’s technology-packed vehicle fleets are already integrating AI into sensors, software and sophisticated chip circuitry to prevent accidents, predict repairs and enhance the in-vehicle experience. Our Smart Mobility strategy is capturing AI’s present impact and continuing evolution from EVs and smart infrastructure to fully autonomous driving and robotaxis.

As AI evolves, its influence will steadily expand bringing innovation and growth to a broader range of themes. Those range from enhancing energy management on smarter grids to reducing waste in product manufacturing. AIs influence extends even further down the supply chain as big brands use it to make sense of consumer-purchasing patterns as well as to create unique experiences in the customer journey.

Smart Energy

Efficiently fueling AI processing
AI is powerful but also energy intensive. The Smart Energy Strategy invests not only in smarter energy generation and transmission, it’s simultaneously investing in storage and power management that promote energy-efficient consumption from data centers and other power-hungry users.

Circular Economy

Revving the circular revolution
Though AI-driven algorithms, automation and machine learning may seem incompatible with recycling and reuse, they play a key role in reducing operational costs and increasing the attractiveness of circular solutions for companies across the broader economy. From smart designs and predictive maintenance to material sorting and upcycling, the Circular Economy Strategy invests in companies using AI to make sustainability scalable and profitable.

Global Consumer Trends

The AI-powered consumer
From personalized recommendations and targeted advertising to virtual shopping agents and design features, AI is transforming how we discover, experience and purchase products. With its focus on companies that are enabling the background infrastructure as well as those deploying AI software and interfaces, the Global Consumer Trends Strategy is strongly poised to capture growth from the digital transformation of consumption.

Connecting the dots across AI-driven themes

At the cross section of these transformative trends, the Global Multi-Thematic strategy offers a one-stop-shop solution for investors seeking diversified exposure to long-term innovation. By investing in the key winners across the full range of Robeco’s strongest secular themes, the strategy thus captures the broader impact of AI as it proliferates across industries and value chains.