Strong Demand Lifted Corning (GLW) in Q3

Core Insights - The London Company Income Equity Strategy reported a 6.0% gross (5.8% net) appreciation in its portfolio for Q3 2025, outperforming the Russell 1000 Value Index which increased by 5.3% [1] - The strong performance was attributed to positive stock selection, although sector exposure posed some headwinds [1] Company Focus: Corning Incorporated (NYSE:GLW) - Corning Incorporated's stock experienced a one-month return of -2.14% but saw a significant 76.64% increase over the past 52 weeks, closing at $85.21 with a market capitalization of $73.056 billion on November 4, 2025 [2] - The company reported a 14% year-over-year sales growth to $4.27 billion in Q3 2025, driven by strong demand in its Optical Communications segment, particularly for GenAI-related products [4] - Corning's diversified portfolio is well-positioned to benefit from increasing data speed and bandwidth requirements, which are expected to drive further demand [3]