Micro/Small Cap AI Stocks Portfolio Up 14% In July; Now Up Marginally YTD
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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
- Evolv Technologies (EVLV): UP 36.1% in July; DOWN 26.5% YTD
- EVLV screens people for threats without sacrificing the visitor experience.
- Market Capitalization: $519M
- Latest news, commentary and/or analysis:
- Innodata (INOD): UP 30.5% in July; UP 13.8% YTD
- INOD provides AI-enabled software platforms and managed services for AI data annotation, AI digital transformation, and industry-specific business processes.
- Market Capitalization: $519M
- Latest news, commentary and/or analysis:
- SoundHound AI (SOUN): UP 29.2% in July; UP 140.1% YTD
- SOUN offers voice AI solutions that let businesses offer conversational experiences to their customer in 25 different languages.
- Market Capitalization: $1,600M
- Latest news, commentary and/or analysis:
- Rekor Systems (REKR): UP 17.4% in July; DOWN 45.3% YTD
- REKR leverages AI, machine learning, and holistic data to support the intelligent infrastructure for smart mobility.
- Market Capitalization: $148M
- Latest news, commentary and/or analysis:
- Applied Optoelectronics (AAOI): UP 15.2% in July; DOWN 50.6% YTD
- AAOI provides fiber-optic access network products for the cable broadband, internet data center, telecom, and fiber-to-the-home markets.
- Market Capitalization: $344M
- Latest news, commentary and/or analysis:
- Verses AI (VRSSF): UP 12.3% in July; DOWN 28.7% 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: $123M
- Latest news, commentary and/or analysis:
- 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
- BigBear.ai (BBAI): No Change in July; DOWN 29.4% YTD
- provides AI and machine learning to assist customers in aggregating, interpreting, and synthesizing data to enable real-time decision-making capabilities.
- Market Capitalization: $357M
- Latest news, commentary and/or analysis:
- Rigetti Computing: (RGTI): DOWN 3.7% in July; UP 114.6% YTD
- RGTI builds quantum computers and the superconducting quantum processors.
- Market Capitalization: $166M
- Latest news, commentary and/or analysis:
- D-Wave Quantum (QBTS): DOWN 12.3% in July; UP 13.6% YTD
- develops and delivers quantum computing systems, software, and services worldwide.
- Market Capitalization: $128M
- Latest news, commentary and/or analysis:
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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Disclosure: None
This article has been composed with the exclusive application of the human intelligence (HI) of the author. No artificial intelligence (AI) technology has been deployed. ...
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