Neumeier Poma Investment Counsel as of Dec. 31, 2020
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 41 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hannon Armstrong (HASI) | 7.3 | $110M | 1.7M | 63.43 | |
| Helen Of Troy (HELE) | 4.8 | $72M | 323k | 222.19 | |
| Gibraltar Industries (ROCK) | 4.3 | $65M | 910k | 71.94 | |
| Nextera Energy Partners (NEP) | 4.2 | $63M | 939k | 67.05 | |
| WNS | 4.0 | $61M | 846k | 72.05 | |
| Providence Service Corporation | 3.7 | $56M | 401k | 138.63 | |
| Verint Systems (VRNT) | 3.6 | $54M | 802k | 67.18 | |
| Kulicke and Soffa Industries (KLIC) | 3.5 | $52M | 1.6M | 31.81 | |
| Nv5 Holding (NVEE) | 3.3 | $50M | 640k | 78.78 | |
| Fabrinet (FN) | 3.2 | $48M | 617k | 77.59 | |
| Maximus (MMS) | 3.1 | $46M | 631k | 73.19 | |
| Comfort Systems USA (FIX) | 3.0 | $46M | 873k | 52.66 | |
| ExlService Holdings (EXLS) | 2.6 | $39M | 460k | 85.13 | |
| Federal Signal Corporation (FSS) | 2.5 | $38M | 1.1M | 33.17 | |
| OSI Systems (OSIS) | 2.5 | $38M | 404k | 93.22 | |
| Atlantica Yield (AY) | 2.4 | $37M | 972k | 37.98 | |
| MKS Instruments (MKSI) | 2.4 | $37M | 244k | 150.45 | |
| Century Communities (CCS) | 2.4 | $36M | 819k | 43.78 | |
| Pacira Pharmaceuticals (PCRX) | 2.4 | $36M | 597k | 59.84 | |
| Tower Semiconductor (TSEM) | 2.1 | $32M | 1.2M | 25.82 | |
| Lgi Homes (LGIH) | 2.1 | $32M | 304k | 105.85 | |
| Mueller Water Products (MWA) | 2.1 | $32M | 2.6M | 12.38 | |
| InterDigital (IDCC) | 2.1 | $31M | 518k | 60.68 | |
| American Woodmark Corporation (AMWD) | 2.1 | $31M | 334k | 93.85 | |
| Methode Electronics (MEI) | 1.9 | $29M | 757k | 38.28 | |
| Steven Madden (SHOO) | 1.9 | $29M | 820k | 35.32 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 1.9 | $29M | 2.2M | 13.17 | |
| Lumentum Hldgs (LITE) | 1.9 | $28M | 300k | 94.80 | |
| Tetra Tech (TTEK) | 1.9 | $28M | 244k | 115.78 | |
| Alamo (ALG) | 1.8 | $28M | 201k | 137.95 | |
| Standard Motor Products (SMP) | 1.6 | $24M | 584k | 40.46 | |
| Lakeland Financial Corporation (LKFN) | 1.6 | $24M | 438k | 53.58 | |
| AMN Healthcare Services (AMN) | 1.5 | $23M | 332k | 68.25 | |
| Columbus McKinnon (CMCO) | 1.4 | $22M | 567k | 38.44 | |
| Grand Canyon Education (LOPE) | 1.4 | $21M | 225k | 93.11 | |
| Adtalem Global Ed (ATGE) | 1.3 | $20M | 590k | 33.95 | |
| FormFactor (FORM) | 1.3 | $20M | 455k | 43.02 | |
| Sciplay Corp cl a | 0.8 | $13M | 923k | 13.85 | |
| Nic | 0.8 | $12M | 453k | 25.83 | |
| Ishares Russell 2000 Etf (IWM) | 0.6 | $8.8M | 45k | 196.07 | |
| SPDR Gold Trust Etf (GLD) | 0.6 | $8.7M | 49k | 178.35 |
