These 25 companies are best positioned to rake in big profits as robots and AI take over, SocGen says

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NXP Semiconductors

NXP Semiconductors

Ticker: NXPI

Country: Netherlands

Sector: Semiconductors

R&D/sales: 16.79%

Return on invested capital: 6.26%

Three-year sales growth: 20.39%

Source: SocGen

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Cypress Semiconductor Corp.

Cypress Semiconductor Corp.

Ticker: CY

Country: US

Sector: Semiconductors

R&D/sales: 15.34%

Return on invested capital: -2.62%

Three-year sales growth: 54.09%

Source: SocGen

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IPG Photonics

IPG Photonics

Ticker: IPGP

Country: US

Sector: Electronic Manufacturing Services

R&D/sales: 7.16%

Return on invested capital: 18.94%

Three-year sales growth: 22.91%

Source: SocGen

Realtek Semiconductor Corp.

Realtek Semiconductor Corp.

Ticker: 2379

Country: Taiwan

Sector: Semiconductors

R&D/sales: 27.45%

Return on invested capital: 7.39%

Three-year sales growth: 10.42%

Source: SocGen

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Lasertec Corp.

Lasertec Corp.

Ticker: 6920

Country: Japan

Sector: Semiconductor Equipment

R&D/sales: 8.42%

Return on invested capital: NA

Three-year sales growth: 8.63%

Source: SocGen

Manhattan Associates

Manhattan Associates

Ticker: MANH

Country: US

Sector: Application Software

R&D/sales: 9.70%

Return on invested capital: 67.31%

Three-year sales growth: 6.69%

Source: SocGen

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Renesas Electronics Corp.

Renesas Electronics Corp.

Ticker: 6723

Country: Japan

Sector: Semiconductors

R&D/sales: 16.27%

Return on invested capital: 11.97%

Three-year sales growth: -1.62%

Source: SocGen

Cadence Design Systems

Cadence Design Systems

Ticker: CDNS

Country: US

Sector: Application Software

R&D/sales: 41.39%

Return on invested capital: 12.71%

Three-year sales growth: 7.12%

Source: SocGen

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Align Technology

Align Technology

Ticker: ALGN

Country: US

Sector: Health Care Supplies

R&D/sales: 6.62%

Return on invested capital: 22.62%

Three-year sales growth: 25.06%

Source: SocGen

Global Unichip Corp.

Global Unichip Corp.

Ticker: 3443

Country: US

Sector: Semiconductors

R&D/sales: 13.39%

Return on invested capital: 21.87%

Three-year sales growth: 20.74%

Source: SocGen

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Sunny Optical Technology Group

Sunny Optical Technology Group

Ticker:2382

Country: China

Sector: Electronic Components

R&D/sales: 5.22%

Return on invested capital: 34.38%

Three-year sales growth: 38.87%

Source: SocGen

Ennoconn Corp.

Ennoconn Corp.

Ticker: 6414

Country: Taiwan

Sector: Technology Hardware & Storage

R&D/sales: 8.78%

Return on invested capital: 7.48%

Three-year sales growth: 96.98%

Source: SocGen

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Workday

Workday

Ticker: WDAY

Country: US

Sector: Application Software

R&D/sales: 42.49%

Return on invested capital: -12.80%

Three-year sales growth: 39.68%

Source: SocGen

Adobe

Adobe

Ticker: ADBE

Country: US

Sector: Application Software

R&D/sales: 16.76%

Return on invested capital: 19.08%

Three-year sales growth: 20.81%

Source: SocGen

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Ams AG

Ams AG

Ticker: AMS

Country: Austria

Sector: Semiconductors

R&D/sales: 20.12%

Return on invested capital: 6.56%

Three-year sales growth: 38.62%

Source: SocGen

Alibaba

Alibaba

Ticker: BABA

Country: China

Sector: Internet Software & Services

R&D/sales: 9.09%

Return on invested capital: 6.97%

Three-year sales growth: 49.11%

Source: SocGen

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Micron Technology

Micron Technology

Ticker: MU

Country: US

Sector: Semiconductors

R&D/sales: 8.98%

Return on invested capital: 33.80%

Three-year sales growth: 13.15%

Source: SocGen

Cavium

Cavium

Ticker: CAVM

Country: US

Sector: Semiconductors

R&D/sales: 38.41%

Return on invested capital: -3.07%

Three-year sales growth: 39.98%

Source: SocGen

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Harmonic Drive Systems

Harmonic Drive Systems

Ticker: 6324

Country: Japan

Sector: Industrial Machinery

R&D/sales: 4.60%

Return on invested capital: 8.65%

Three-year sales growth: 32.01%

Source: SocGen

Tencent Holdings

Tencent Holdings

Ticker: 700

Country: China

Sector: Internet Software & Services

R&D/sales: 7.34%

Return on invested capital: 19.97%

Three-year sales growth: 44.84%

Source: SocGen

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Intuit

Intuit

Ticker: INTU

Country: US

Sector: Application Software

R&D/sales: 19.28%

Return on invested capital: 40.84%

Three-year sales growth: 7.02%

Source: SocGen

Mazor Robotics

Mazor Robotics

Ticker: MZOR

Country: Israel

Sector: Healthcare Equipment

R&D/sales: 12.61%

Return on invested capital: -9.15%

Three-year sales growth: 46.99%

Source: SocGen

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Cyberdene

Cyberdene

Ticker: 7779

Country: Japan

Sector: Healthcare Equipment

R&D/sales: 48.81%

Return on invested capital: -1.93%

Three-year sales growth: 45.16%

Source: SocGen

Nvidia

Nvidia

Ticker: NVDA

Country: US

Sector: Semiconductors

R&D/sales: 18.50%

Return on invested capital: 41.58%

Three-year sales growth: 28.50%

Source: SocGen

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Facebook

Facebook

Ticker: FB

Country: US

Sector: Internet Software & Services

R&D/sales: 19.07%

Return on invested capital: 24.94%

Three-year sales growth: 48.36%

Source: SocGen