Lumentum Holdings Inc. Common Stock

Lumentum is a US-based photonics company specializing in light-based communications technologies. The company designs and manufactures optical components and systems used in cloud computing, artificial intelligence infrastructure, telecommunications, and industrial applications. Its product portfolio includes high-speed optical transceivers, lasers, optical amplifiers, and wavelength management technologies that enable high-capacity data transmission. In 2023, the company acquired Cloud Light, strengthening its optical transceiver and connectivity portfolio for hyperscale data centers as AI demand began to ramp up. The company also supplies industrial lasers and sensing technologies for precision manufacturing, facial recognition, and 3D sensing.