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Our munKNEE Micro/Small Cap AI Stocks Portfolio of 10 constituents continued its upward climb last week, going up another 13.5% so far in July after going up 10.2% in June and up 18.1% in May.

The Portfolio is presented below with each constituent's performance last week, in descending order, MTD and YTD, with its current market capitalization, and any recent news, analysis, and commentary where appropriate.

1. SoundHound AI (SOUN): up 143.4% last week; up 57.4% MTD; up 206.9% YTD
   • SOUN offers voice AI solutions that let businesses offer conversational experiences to their customer in 25 different languages.
   • Market Capitalization: $2,040M
   • Latest news, commentary and/or analysis:
     • SoundHound Chat AI Launches in Peugeot, Opel, and Vauxhall Vehicles Throughout Europe
2. Applied Optoelectronics (AAOI): up 22.3% last week; up 13.4% MTD; down 51.4% YTD
   • AAOI provides fiber-optic access network products for the cable broadband, internet data center, telecom, and fiber-to-the-home markets.
   • Market Capitalization: $365M
   • Latest news, commentary and/or analysis:
     • Applied Optoelectronics Joined Russell 3000® Index July 1st
3. Evolv Technologies (EVLV): up 18.7% last week; up 12.2% MTD; down 39.4% YTD
   • EVLV screens people for threats without sacrificing the visitor experience.
   • Market Capitalization: $446M
   • Latest news, commentary and/or analysis: None
4. Innodata (INOD): up 13.0% last week; up 14.1% MTD; up 107.9% YTD 
   • INOD provides AI-enabled software platforms and managed services for AI data annotation, AI digital transformation, and industry-specific business processes.
   • Market Capitalization: $487M
   • Latest news, commentary and/or analysis: 
     • Innodata Could Go Parabolic: Here's Why
5. BigBear.ai (BBAI): up 12.6% last week; up 6.6% MTD; down 24.8% YTD
   • BBAI provides AI and machine learning to assist customers in aggregating, interpreting, and synthesizing data to enable real-time decision-making capabilities.
   • Market Capitalization: $396M
   • Latest news, commentary and/or analysis: 
     • BigBear.ai Announces Troy™: An AI Product for Reverse Engineering in Cybersecurity
6. Rekor Systems (REKR): up 11.5% last week; up 25.2% MTD; down 41.7% YTD
   • REKR leverages AI, machine learning, and holistic data to support the intelligent infrastructure for smart mobility.
   • Market Capitalization: $166M
   • Latest news, commentary and/or analysis:
     • Rekor Introduces Discover™ Platform for AI-Driven Traffic Studies In AWS Marketplace
7. D-Wave Quantum (QBTS): up 10.0% last week; up 6.1% MTD; up 37.5% YTD
   • QBTS develops and delivers quantum computing systems, software, and services worldwide.
   • Market Capitalization: $211M
   • Latest news, commentary and/or analysis:
     • Zapata AI and D-Wave Quantum Announce Expanded Partnership to Accelerate Development and Delivery of Generative AI Platforms
8. Rigetti Computing: (RGTI): up 9.1% last week; up 0.9% MTD; up 125.0% YTD
   • RGTI builds quantum computers and the superconducting quantum processors.
   • Market Capitalization: $186M
   • Latest news, commentary and/or analysis: None
9. Digimarc Corporation (DMRC): up 4.3% last week; up 5.4% MTD; down 9.5% YTD 
   • DMRC software provides digital identifiers designed to address counterfeiting, product authenticity, recycling accuracy, and supply chain traceability.
   • Market Capitalization: $696M
   • Latest news, commentary and/or analysis: None
10. Verses AI (VRSSF): down 6.5% last week; down 1.4% MTD; down 37.4% YTD
    • VRSSF offers a voice and text-based personal AI assistant designed to learn about its users in order to better organize, manage, and optimize their digital life.
    • Market Capitalization: $107M
    • Latest news, commentary and/or analysis: None

The munKNEE Micro/Small Cap AI Stocks Portfolio, with an average market capitalization of $510M (includes 4 microcaps under $250M) went up 13.5% last week and is now just down 1.8% YTD.

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