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In our latest WTR Small-Cap Spotlight Flashcast, WTR's Shawn Severson and James Kisner break down James’s AI Industry Primer—how the team selected 50 under-covered names, the AI Centricity Score, and 11 application areas. The conversation highlights where the most market value has accrued (notably infrastructure/platforms and quantum) as well as specialized workflow owners — and what the data says about the relationship between "AI Centricity" and returns.