Neumeier Poma Investment Counsel as of March 31, 2021
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 40 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hannon Armstrong (HASI) | 5.1 | $86M | 1.5M | 56.10 | |
| Gibraltar Industries (ROCK) | 5.0 | $83M | 905k | 91.51 | |
| Kulicke and Soffa Industries (KLIC) | 4.3 | $72M | 1.5M | 49.11 | |
| Nv5 Holding (NVEE) | 4.1 | $69M | 711k | 96.57 | |
| Nextera Energy Partners (NEP) | 4.1 | $68M | 933k | 72.88 | |
| Helen Of Troy (HELE) | 4.1 | $68M | 322k | 210.66 | |
| Modivcare (MODV) | 4.0 | $66M | 448k | 148.12 | |
| Comfort Systems USA (FIX) | 3.9 | $65M | 869k | 74.77 | |
| Fabrinet (FN) | 3.8 | $64M | 710k | 90.39 | |
| WNS | 3.7 | $61M | 842k | 72.44 | |
| Maximus (MMS) | 3.5 | $58M | 652k | 89.04 | |
| MKS Instruments (MKSI) | 2.8 | $47M | 254k | 185.42 | |
| ExlService Holdings (EXLS) | 2.7 | $46M | 506k | 90.16 | |
| Federal Signal Corporation (FSS) | 2.6 | $43M | 1.1M | 38.30 | |
| Century Communities (CCS) | 2.6 | $43M | 708k | 60.32 | |
| Pacira Pharmaceuticals (PCRX) | 2.5 | $42M | 603k | 70.09 | |
| OSI Systems (OSIS) | 2.4 | $40M | 413k | 96.10 | |
| Verint Systems (VRNT) | 2.3 | $39M | 858k | 45.49 | |
| Atlantica Yield | 2.2 | $36M | 979k | 36.63 | |
| Lgi Homes (LGIH) | 2.1 | $36M | 240k | 149.31 | |
| Tower Semiconductor (TSEM) | 2.1 | $36M | 1.3M | 28.04 | |
| Mueller Water Products (MWA) | 2.1 | $36M | 2.6M | 13.89 | |
| InterDigital (IDCC) | 2.1 | $35M | 556k | 63.45 | |
| Tetra Tech (TTEK) | 2.0 | $33M | 244k | 135.72 | |
| American Woodmark Corporation (AMWD) | 2.0 | $33M | 334k | 98.58 | |
| Lakeland Financial Corporation (LKFN) | 2.0 | $33M | 471k | 69.19 | |
| Methode Electronics (MEI) | 1.9 | $32M | 757k | 41.98 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 1.9 | $32M | 2.2M | 14.58 | |
| Alamo (ALG) | 1.8 | $31M | 196k | 156.15 | |
| Steven Madden (SHOO) | 1.8 | $30M | 815k | 37.26 | |
| Columbus McKinnon (CMCO) | 1.8 | $30M | 567k | 52.76 | |
| AMN Healthcare Services (AMN) | 1.5 | $25M | 342k | 73.70 | |
| Grand Canyon Education (LOPE) | 1.4 | $24M | 221k | 107.10 | |
| Lumentum Hldgs (LITE) | 1.4 | $23M | 253k | 91.35 | |
| Adtalem Global Ed (ATGE) | 1.4 | $23M | 583k | 39.54 | |
| Cognyte Software (CGNT) | 1.3 | $21M | 760k | 27.81 | |
| FormFactor (FORM) | 1.2 | $21M | 455k | 45.11 | |
| Nic | 0.9 | $15M | 453k | 33.93 | |
| Sciplay Corp cl a | 0.9 | $15M | 920k | 16.18 | |
| Ishares Russell 2000 Etf (IWM) | 0.6 | $9.9M | 45k | 220.94 |
