News & Trends

Globalance Futuremovers – Winter 2025

15.12.2025 3 min

They are driving the future of their industries with artificial intelligence: Our investment team has identified the four most attractive AI companies in the Globalance portfolio for you.

Nextpower – fremont, usa

Accelerating the energy transition with AI

Climate and energy: Thanks to Nextpower, solar panels can now decide for themselves how to capture sunlight most efficiently. The California-based company turns solar farms into learning systems. Since 2013, Nextpower has combined hardware innovations with AI-powered software. The result? Higher yields and lower costs. As both a hardware supplier and software pioneer, Nextpower benefits doubly from the expansion of large-scale solar projects in the U.S. and the trend toward domestic production – while ensuring sustainability across the entire supply chain.

AstraZeneca – London, UK

Pharma innovation powered by AI

Health: An algorithm identifies a new cancer drug before scientists can even pinpoint the optimal molecular structure – AstraZeneca is shaping the future. Since 1999, the British pharma giant has paired global reach with one of the industry’s strongest R&D pipelines. In collaboration with tech partners, it uses AI to accelerate the development of innovative therapies. Through its “Ambition Zero Carbon” initiative, AstraZeneca aims to reach net-zero emissions by 2045, while investing heavily in sustainability and global health equity.

Mercado Libre – Montevideo, Uruguay

AI for fast and secure shopping

Consumer spending: Sell, pay, lend, ship – all under one roof. Founded in Buenos Aires in 1999, Mercado Libre is now Latin America’s leading e-commerce and fintech powerhouse. Through its marketplace, Mercado Pago, credit services, logistics, and advertising, the company seamlessly integrates fintech and commerce. AI sits at the core: algorithms detect fraud in real time, personalize search results, automate content creation, and optimize logistics. Mercado Libre’s sustainability efforts include responsible AI practices and electric delivery fleets.

VAT Group – Haag, Switzerland

Swiss precision for the chip revolution

Digitalization: There are no semiconductors without VAT. The St. Gallen-based company is the global technology and market leader in high-vacuum valves – hidden yet indispensable to chip manufacturing. Since 1965, VAT has quietly driven digitalization.Today, AI enhances both products and demand: stateof-the-art valves and vacuum solutions enable new chip architectures, while the boom in AI applications fuels market growth. With a focus on CO2 reduction and energy efficiency, VAT combines technological excellence with sustainable growth.