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GICS Trending

GICS Trending is the second perspective within the Sector Intelligence of the G11 General Industry Compass System. It focuses on sectors that are currently attracting increased attention and are regularly the focus of public, economic or market-specific discussions.

TIER 2 level of the G11 General Industry Compass System

GICS Core
GICS Trending
GICS MicroSectors
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Within the G11 General Industry Compass System, GICS Trending acts as a bridge between stable sector order and current market and topic perception. The perspective complements GICS Core with a timely, discussion-oriented view - without any claim to completeness, but with a clear focus on relevance. The associated portal pages bundle information on sectors that are characterized by above-average interest from investors and journalists. The decisive factor here is not short-term market movement, but the recognizable relevance of a sector in public discourse.

GICS AI

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GICS AI

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#Artificial Intelligence

GICS AI is a trend area within GICS Eleven and focuses on a market that has developed from a specialist topic to a central technology across many industries in a short space of time. The focus is on the entire field of artificial intelligence - from the technical basis to the companies that develop AI, use it or make it available as a service. The topic area encompasses different perspectives. These include software and technology companies that develop AI models, algorithms or platforms, as well as providers of computing power, cloud infrastructure and specialized chips. Companies that translate AI into specific applications - for example in industry, healthcare, finance or the everyday use of digital products - are also part of this segment. GICS AI deliberately takes a holistic view of these developments. The focus is not on a single application or technology, but on the resulting interplay of data, computing power, software and practical use. Many of these areas have become highly professionalized and have long since become an integral part of existing business models and processes. In contrast to early phases in which artificial intelligence was primarily seen as a promise for the future, AI is now deeply embedded in real applications. Companies use it to automate processes, support decisions or enable new products and services. At the same time, new providers are emerging that specialize specifically in individual building blocks of AI value creation. GICS AI bundles this diversity independently of traditional industry classifications. Users of this information channel receive an overview of companies and developments that are shaping the use and further development of artificial intelligence - from the technical basis to market-oriented applications. It is precisely this breadth that makes AI an independent and central trend sector within GICS Eleven.

GICS AI bundles developments relating to artificial intelligence as a basic technology and application layer of modern digital systems. The focus is not on individual tools or hypes, but on the technological foundations, infrastructures and fields of application through which AI becomes effective in business, administration and society. In terms of content, the topic area covers models and algorithms, training and computing infrastructure, data ecosystems, software and platform approaches as well as specific use cases - from automation and decision support to speech, image and pattern recognition through to specialized solutions in industry, finance, healthcare and the media. Equally relevant are questions of scaling, integration into existing systems and the transition from experimental approaches to productive applications. GICS AI focuses on transformation processes that are triggered or accelerated by AI. It highlights developments in which productivity, business models and working methods are changing, as well as new dependencies on data, computing power and technological sovereignty. The analysis also includes regulatory, ethical and organizational aspects, insofar as they shape the practical use and market penetration of AI. The subject area is deliberately cross-sectional. AI does not work in isolation, but rather unfolds its relevance at the interfaces with software, cloud infrastructure, cyber security, robotics, communication and data-driven business models. It is precisely these interdependencies that determine the dynamics of the field and make GICS AI a central trend topic with a far-reaching impact. The target and interest groups basically correspond to those of the overarching CORE sectors Information Technology and Communication Services, supplemented by all areas in which AI is making inroads as a key productive technology.

Typical users of GICS AI view artificial intelligence as a cross-sectional key technology. They pursue infrastructure, application and scaling instead of individual tools. Where AI redefines decisions, processes and business models becomes relevant.

GICS AI is aimed at players who develop and use artificial intelligence or make it commercially viable. It is aimed at advertisers, agencies, technology and software providers, platform operators, infrastructure and data providers as well as financial and information services whose business models are based on automation, data processing and intelligent systems. For agencies, PR and communication service providers, GICS AI offers an environment in which AI-related content is not perceived as a buzzword, but as a strategic reality. Product announcements, studies, use cases, platform strategies or thought leadership formats have an impact here because they meet an audience that actively classifies, evaluates and integrates AI into decision-making processes. Manufacturers, technology and solution providers find a focused space in GICS AI for offerings that increase efficiency, support decisions or enable new business models. Whether basic models, specialized applications, cloud infrastructure, data services or AI-supported tools - visibility is created where artificial intelligence goes from experiment to productive application. At the same time, the portal addresses industry information services, specialist media, analyst firms, stock market letters as well as conference and trade fair organizers whose content thrives on topicality, classification and technological depth. Events, publications and market analyses reach an audience that does not view AI in isolation, but as a cross-sectional technology with an impact on almost all sectors.

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Explanations

The topics covered in GICS Trending do not follow a short-term market impulse, but arise from structural drivers that develop outside of classic price movements. Trends are understood here as consolidations of real economic, technological or social changes that are increasingly influencing capital markets, corporate strategies and public perception.

The underlying impulses vary:

Geopolitical developments can bring entire sectors into focus - for example, when security policy tensions, defense budgets or strategic dependencies are reassessed.
Technological breakthroughs act as a catalyst for topics such as digital assets, artificial intelligence or automation and permanently change existing value chains.
Changing threat situations - for example in the digital space - draw attention to sectors whose relevance arises less from growth than from necessity.
Social and cultural shifts can change consumption patterns and give rise to new markets long before they are fully categorized in regulatory or economic terms.

GICS Trending picks up on these developments where they become visible, shape discussions and have a cross-sectoral impact. The perspective thus serves as a transition between a stable sector order and a focused detailed view - it shows why certain topics are gaining in importance even before their influence is differentiated on a small scale.

Select Sector Options Other Sector Classifications Cluster Mapping Visualized Insights GICS vs. ICB