EXTENDED ROSTER — TRACKED
LumentumLITE
LAYER: EQUIPMENT, COOLING & SERVERS
Lumentum is tracked on the AI Value Chain under Equipment, cooling & servers. A full sourced note lands as the weekly sweep reaches it; extended-roster entries are queued for coverage in roster order.
SAME LAYER: EQUIPMENT, COOLING & SERVERS
VertivEaton / Schneider ElectricSupermicroDell / HPEArista NetworksnVentModine (MOD — cooling)MuntersJohnson ControlsTrane
INFORMATIONAL ONLY — not investment advice. Full disclaimer.