GLW

Which hedge funds are long GLW?

1 published idea on Corning across 1 fund 1 long and 0 short.

Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Corning: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.

Funds with a position view

Long theses

LongGLWSep 2026

Corning

Corning is the fund's largest equity holding and has benefited from tightening supply and strong demand associated with AI infrastructure. Auxier highlights bottlenecks in…