Concurrent Investment Advisors, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 2001015
Tampa, FL
Position in AEIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$218,873
New position
Shares Held
587
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#534
of 677 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $31,048,737 across 11 Electrical Equipment & Parts names. AEIS ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
46,653 | $15,620,356 | |
| 2 | BE |
Bloom Energy Corp
|
18,089 | $5,475,539 | |
| 3 | POWL |
Powell Industries Inc
|
17,993 | $5,152,474 | |
| 4 | HUBB |
Hubbell Inc
|
2,671 | $1,397,466 | |
| 5 | TE |
T1 Energy Inc.
|
101,863 | $965,661 | |
| 6 | ENVX |
Enovix Corp
|
101,068 | $613,482 | |
| 7 | NVT |
nVent Electric plc
|
2,655 | $450,314 | |
| 8 | AYI |
Acuity Inc. (De)
|
1,147 | $432,028 |
All Filings in AEIS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,873 | 587 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||