

Assetmark Inc. lifted its holdings in shares of Ciena Corporation (NYSE: CIEN) by 4,003.2% during the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor owned 16,659 shares of the communications equipment provider's stock after purchasing an additional 16,253 shares during the quarter. Assetmark Inc.'s holdings in Ciena

Here is how Ciena (CIEN) and Arista Networks (ANET) have performed compared to their sector so far this year.

California Public Employees Retirement System cut its position in Ciena Corporation (NYSE: CIEN) by 1.3% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 237,900 shares of the communications equipment provider's stock after selling 3,067 shares during the quarter. California

Ciena Corporation CIEN and Nokia NOK are benefiting from the rapid adoption of artificial intelligence (AI), which is driving strong demand for high-speed networking infrastructure. As hyperscalers and service providers expand AI deployments, both companies are strengthening their optical networking, routing and switching portfolios to support higher-capacity, low-latency connectivity.

VONG delivers superior 5-year returns and lower drawdowns, while VBK offers higher recent gains with broader diversification across 579 holdings.

GOOGL, MSFT, AMZN and CIEN offer cloud exposure as AI demand, scalability and cost efficiency fuel long-term market growth.

Physical AI has crossed from hype to product. Six supply chain layers - edge silicon to connectivity - and the stocks at every level.

The U.S. just classified AI as a national security asset. That's a permanent floor under sovereign AI infrastructure spending.
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