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Stewart Asset Management

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Stewart Asset Management: Lumentum Holdings Benefits from AI Infrastructure Spending, Small Investment Made

Stewart Asset Management stated in its Q2 2026 investor letter that it has made a small investment in Lumentum Holdings (Nasdaq: LITE), a leader in optical networking. The firm believes that AI infras

08/09/2026 14:13 UTC #Lumentum Holdings #Stewart Asset Management #AI Infrastructure #Macro #U.S. stocks
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Stewart Asset Management: Lumentum Holdings Benefits from AI Infrastructure Spending, Small Investment Made

Stewart Asset Management stated in its Q2 2026 investor letter that it has made a small investment in Lumentum Holdings (Nasdaq: LITE), a leader in optical networking. The firm believes that AI infras

08/09/2026 14:13 UTC #Lumentum Holdings #Stewart Asset Management #AI Infrastructure #Macro #U.S. stocks
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Stewart Asset Management

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Stewart Asset Management

Stewart Asset Management: Lumentum Holdings Benefits from AI Infrastructure Spending, Small Investment Made

Stewart Asset Management: Lumentum Holdings Benefits from AI Infrastructure Spending, Small Investment Made

Stewart Asset Management

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