Micro/Small Cap AI Stocks Portfolio Up 14% In July; Now Up Marginally YTD

Lorimer Wilson
Lorimer Wilson • by Lorimer Wilson of munKNEE.com
Stock Analyst and Commentator •

Only 2 of the 10 constituents in our Micro/Small Cap AI Stocks Portfolio declined in July and, as a result, the Portfolio went up 13.5% vs. only a 3.2% increase in June.

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Introduction

Only 2 of the 10 constituents in our Micro/Small Cap AI Stocks Portfolio declined in July and, as a result, the Portfolio went UP 13.5% vs. only a 3.2% increase in June. Below are the performances of each of the constituents in July, in descending order, and YTD along with a description of the focus of each company, their market capitalizations, and the latest news, analyses and commentary where available.


The munKNEE Micro/Small Cap AI Stocks Portfolio

  1. Evolv Technologies (EVLV): UP 36.1% in July; DOWN 26.5% YTD 
  2. Innodata (INOD): UP 30.5% in July; UP 13.8% YTD 
  3. SoundHound AI (SOUN): UP 29.2% in July; UP 140.1% YTD
  4. Rekor Systems (REKR): UP 17.4% in July; DOWN 45.3% YTD
  5. Applied Optoelectronics (AAOI): UP 15.2% in July; DOWN 50.6% YTD
  6. Verses AI (VRSSF): UP 12.3% in July; DOWN 28.7% YTD
  7. Digimarc Corporation (DMRC): UP 3.2% in July; DOWN 11.4% YTD
    • DMRC software provides digital identifiers designed to address counterfeiting, product authenticity, recycling accuracy, and supply chain traceability.
    • Market Capitalization: $668M
    • Latest news, commentary and/or analysis: None
  8. BigBear.ai (BBAI): No Change in July; DOWN 29.4% YTD
  9. Rigetti Computing: (RGTI): DOWN 3.7% in July; UP 114.6% YTD
  10. D-Wave Quantum (QBTS): DOWN 12.3% in July; UP 13.6% YTD


Summary

The munKNEE Micro/Small Cap AI Stocks Portfolio was UP 13.5% in July and is now UP 1.8% YTD. The average market capitalization of the 10 constituents is $457M.

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