Neumeier Poma Investment Counsel as of Sept. 30, 2021
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 41 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Modivcare (MODV) | 4.8 | $80M | 442k | 181.62 | |
| Fabrinet (FN) | 4.5 | $76M | 743k | 102.51 | |
| Hannon Armstrong (HASI) | 4.3 | $72M | 1.3M | 53.48 | |
| WNS | 3.9 | $65M | 795k | 81.80 | |
| ExlService Holdings (EXLS) | 3.7 | $62M | 505k | 123.12 | |
| Nv5 Holding (NVEE) | 3.6 | $61M | 618k | 98.57 | |
| Comfort Systems USA (FIX) | 3.5 | $59M | 821k | 71.32 | |
| Helen Of Troy (HELE) | 3.4 | $56M | 251k | 224.68 | |
| Maximus (MMS) | 3.3 | $55M | 658k | 83.20 | |
| Myr (MYRG) | 3.2 | $54M | 540k | 99.50 | |
| Kulicke and Soffa Industries (KLIC) | 3.0 | $51M | 879k | 58.28 | |
| Federal Signal Corporation (FSS) | 2.7 | $46M | 1.2M | 38.62 | |
| Tetra Tech (TTEK) | 2.7 | $46M | 305k | 149.34 | |
| Gibraltar Industries (ROCK) | 2.7 | $45M | 647k | 69.65 | |
| Steven Madden (SHOO) | 2.7 | $45M | 1.1M | 40.16 | |
| Korn/Ferry International (KFY) | 2.6 | $44M | 610k | 72.36 | |
| InterDigital (IDCC) | 2.6 | $44M | 645k | 67.82 | |
| Nextera Energy Partners (NEP) | 2.5 | $43M | 567k | 75.36 | |
| Century Communities (CCS) | 2.5 | $42M | 687k | 61.45 | |
| AMN Healthcare Services (AMN) | 2.5 | $42M | 363k | 114.75 | |
| OSI Systems (OSIS) | 2.4 | $40M | 418k | 94.80 | |
| Mueller Water Products (MWA) | 2.3 | $39M | 2.6M | 15.22 | |
| MKS Instruments (MKSI) | 2.3 | $39M | 258k | 150.91 | |
| Columbus McKinnon (CMCO) | 2.3 | $39M | 796k | 48.35 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 2.2 | $37M | 2.5M | 15.09 | |
| Tower Semiconductor (TSEM) | 2.2 | $37M | 1.2M | 29.90 | |
| Atlantica Yield (AY) | 2.1 | $36M | 1.0M | 34.51 | |
| Pacira Pharmaceuticals (PCRX) | 2.1 | $35M | 622k | 56.00 | |
| Veeco Instruments (VECO) | 2.1 | $35M | 1.6M | 22.21 | |
| Lakeland Financial Corporation (LKFN) | 2.0 | $33M | 463k | 71.24 | |
| Methode Electronics (MEI) | 1.8 | $31M | 740k | 42.05 | |
| Alamo (ALG) | 1.6 | $27M | 192k | 139.53 | |
| FormFactor (FORM) | 1.5 | $26M | 698k | 37.33 | |
| Lumentum Hldgs (LITE) | 1.3 | $22M | 267k | 83.54 | |
| Adtalem Global Ed (ATGE) | 1.3 | $22M | 583k | 37.81 | |
| Grand Canyon Education (LOPE) | 1.1 | $19M | 216k | 87.96 | |
| Lgi Homes (LGIH) | 1.1 | $19M | 131k | 141.91 | |
| Verint Systems (VRNT) | 1.1 | $18M | 395k | 44.79 | |
| Medifast (MED) | 1.0 | $17M | 87k | 192.64 | |
| Sciplay Corp cl a | 0.9 | $14M | 696k | 20.69 | |
| Ishares Russell 2000 Etf (IWM) | 0.7 | $13M | 57k | 218.74 |
