This Alphabet‑Heavy Fund Has a Front‑Row Seat to the AI Boom — and the Market Can See Why It’s Suddenly a Top Performer
Key takeaways
- Advanced Energy Industries (AEIS) is a new position that manufactures power conversion and grid equipment needed for AI data center expansion.
- Whale Rock trimmed positions in massive winners like Sandisk, Celestica, and Corning in Q1 while rotating into grid modernization plays as the AI boom shifts to utility-scale grid expansion.
- The analyst who called NVIDIA in 2010 just named his top 10 stocks and Advanced Energy wasn t one of them.
This Alphabet‑Heavy Fund Has a Front‑Row Seat to the AI Boom — and the Market Can See Why It’s Suddenly a Top Performer Joey Frenette Fri, May 22, 2026 at 9:41 PM GMT+7 4 min read AEIS GOOG NVDA SNDK CLS Quick Read Alphabet (GOOG) is Whale Rock Capital’s top holding, up 123% in the past year and positioned to dominate AI stack layers from models to hardware to energy. Advanced Energy Industries (AEIS) is a new position that manufactures power conversion and grid equipment needed for AI data center expansion.
Whale Rock trimmed positions in massive winners like Sandisk, Celestica, and Corning in Q1 while rotating into grid modernization plays as the AI boom shifts to utility-scale grid expansion.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Advanced Energy wasn t one of them. Get them here FREE.