
The “Great Rotation” has investors trimming profits in leading tech stocks and putting money elsewhere, including small-cap plays. The Russell 2000 is leading the market rebound in Q2, up 15% from March lows, and it is likely to continue rising. Stocks on this list are poised to benefit from these trends, with insiders and institutional inflows highlighting the opportunities. What they all have in common, aside from their small size, is AI. AI is driving an improving outlook; the question now is whether these companies can follow through and deliver the results.