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Top Energy Fund Likes Japan Stocks That Power AI Efficiently

Top Energy Fund Likes Japan Stocks That Power AI Efficiently
Bloomberg Technology Tuesday 23 June 2026, 21:00 UTC By Aya Wagatsuma 1 min read
Key Points

Top Energy Fund Likes Japan Stocks That Power AI Efficiently One of the world’s best-performing energy funds is doubling down on companies that help data centers consume power more efficiently, with Japanese stocks among its top investments. Thiemo Lang, manager of the $1.04 billion Polar Capital Smart Energy Fund, is betting that power semiconductors, optical connectivity and other energy-efficiency technologies will be among the biggest beneficiaries of the AI infrastructure buildout. The...

Top Energy Fund Likes Japan Stocks That Power AI Efficiently One of the world’s best-performing energy funds is doubling down on companies that help data centers consume power more efficiently, with Japanese stocks among its top investments. Thiemo Lang, manager of the $1.04 billion Polar Capital Smart Energy Fund, is betting that power semiconductors, optical connectivity and other energy-efficiency technologies will be among the biggest beneficiaries of the AI infrastructure buildout. The strategy has helped the fund return 132% over the past year and beat 99% of peers, according to data compiled by Bloomberg.
Top Energy Fund (ORG) Japan (LOCATION) Power AI (ORG) Japanese (ORG) Thiemo Lang (PERSON) Polar Capital Smart Energy Fund (ORG) AI (ORG) Bloomberg (ORG)
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