An Introduction
We have done an exhaustive search of the internet and developed 5 categories of generative Ai software stocks in portfolio form whose performances we present below.
- The Ai-focused Drug Discovery Stocks Portfolio:
- Focus: highlights those pure-play clinical stage biotech stocks that are embracing AI to streamline drug discovery and development because creating a new drug using AI can help a company, in some cases, develop a new drug in a matter of days instead of the years it might take using the traditional clinical trial approach.
- Constituents: its 5 constituents are: Absci Corporation (ABSI); Schrödinger (SDGR); Relay Therapeutics (RLAY); AbCellera Biologics (ABCL); and Recursion Pharmaceuticals (RXRX).
- The Pure-play CyberSecurity Software Stocks Portfolio:
- Focus: consists of companies that train their models with data from previous attacks to create autonomous systems that can detect if an attack is ongoing based on certain readings allowing them more time to prepare mitigation and response strategies. Check out the video How AI is changing the cybersecurity landscape.
- Constituents: the 5 largest pure-play companies – with market capitalizations in excess of +$20B – that focus on the development and provision of cyber security software are: Check Point Software Technologies (CHKP); CrowdStrike (CRWD); Zscaler (ZS); Fortinet (FTNT); and Palo Alto Networks (PANW).
- The Pure-play Cloud Computing SaaS Stocks Portfolio:
- Focus: consists of 7 companies that operate exclusively in the sector using their cloud application services (i.e. Software-as-a-Service) to provide the storage, processing and managing of data on a network of remote computers hosted on the internet (see Cloud computing).
- Constituents: its 7 constituents are: Cloudflare (NET); Atlassian (TEAM); MongoDB (MDB); HubSpot (HUBS); Workday (WDAY); Datadog (DDOG); ServiceNow (NOW).
- The Mega-Cap Ai Stocks Portfolio:
- Focus: highlights those tech companies with market capitalizations in excess of $1Trillion.
- Constituents: its 7 non-pure play constituents are: Broadcom (AVGO); Meta Platforms (META); Amazon (AMZN); Alphabet (GOOGL); Apple (AAPL); Microsoft (MSFT); Tesla (TSLA); and Nvidia (NVDA).
- The Small/Large Cap Ai Stocks Portfolio:
- Focus: consists of 6 generative artificial intelligence software stocks with market capitalizations between $500M and $5B, that are far less expensive, and potentially more explosive, than all the large/mega-cap Ai stocks covered above, that may well get you wider exposure to that growth with less money invested.
- Constituents: its 6 constituents: Evolv Technologies (EVLV); Digimarc Corporation (DMRC); BigBear.ai (BBAI); Innodata (INOD); Applied Optoelectronics (AAOI); and SoundHound AI (SOUN).
Click on the links provided below to access detailed information on each constituent in each portfolio:
- Constituent Stock Price (LIVE: updated as it changes): Go HERE, Click on Stock Name under Graphic of Portfolio
- Constituent Stock Price Change by Day, Week, etc.: Go HERE, type in Stock Symbol, and Click on Time Period
- Constituent Stock Price History in Chart Form: Go HERE, Click on Stock Name under Graphic of Portfolio
- Constituent Statistics: Go HERE, Click on Graphic of Portfolio, and Scroll down to Constituent Performance Comparisons
- Constituent Financials: Go HERE, type in Stock Symbol, and Click on Financials
- Reasons Behind Constituent Price Changes: Go HERE and ask “Why did x stock change price this week?”
- Latest Articles: Go HERE, type in Stock Symbol, and scroll down to Recent News
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