AI's hidden winners: Seeking opportunity beyond the obvious

Counterpoint Global has been studying how artificial intelligence (AI) and automation are reshaping business efficiency. The research is ongoing, but the findings may be surprising. The biggest beneficiaries of AI may not be the companies building the technology, but rather those deploying it most effectively to transform their operations, workforce productivity, and profit margins.

Four key takeaways:

1. Look beyond the obvious AI winners

Long-term success may favor companies integrating AI into their business models, not just building it

2. Culture is a competitive advantage

Strong human capital strategies often correlate with sustainable profitability

3. Productivity = Profitability

AI-driven efficiency could lift EBIT margins across industrials (+12%), technology (+17%), and consumer discretionary (+28%)

4. Advise nuance

Consider adaptability — how companies manage change, not just how they fund it

This research draws on three distinct pillars that broaden the perspective and complement the fundamentally driven investment process. It’s a collaboration among Counterpoint Global’s disruptive change research, sustainability research, and consilient research teams, alongside its sector specialists and investors, to develop variant perceptions on companies and technologies shaping the future. 

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