Neumeier Poma Investment Counsel as of Dec. 31, 2021
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 39 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fabrinet (FN) | 5.0 | $89M | 753k | 118.47 | |
| Comfort Systems USA (FIX) | 4.5 | $81M | 821k | 98.94 | |
| ExlService Holdings (EXLS) | 4.3 | $77M | 530k | 144.77 | |
| Hannon Armstrong (HASI) | 4.2 | $75M | 1.4M | 53.12 | |
| WNS | 3.9 | $71M | 800k | 88.22 | |
| Myr (MYRG) | 3.8 | $69M | 625k | 110.55 | |
| Century Communities (CCS) | 3.5 | $63M | 770k | 81.79 | |
| Helen Of Troy (HELE) | 3.5 | $62M | 254k | 244.47 | |
| Steven Madden (SHOO) | 3.3 | $60M | 1.3M | 46.47 | |
| Nv5 Holding (NVEE) | 3.2 | $57M | 411k | 138.12 | |
| Korn/Ferry International (KFY) | 3.0 | $54M | 718k | 75.73 | |
| Maximus (MMS) | 2.9 | $53M | 664k | 79.67 | |
| Nextera Energy Partners (NEP) | 2.9 | $52M | 617k | 84.40 | |
| AMN Healthcare Services (AMN) | 2.9 | $51M | 419k | 122.33 | |
| Tetra Tech (TTEK) | 2.8 | $51M | 301k | 169.80 | |
| Federal Signal Corporation (FSS) | 2.8 | $50M | 1.2M | 43.34 | |
| Tower Semiconductor (TSEM) | 2.8 | $50M | 1.3M | 39.68 | |
| Veeco Instruments (VECO) | 2.7 | $49M | 1.7M | 28.47 | |
| InterDigital (IDCC) | 2.7 | $48M | 670k | 71.63 | |
| MKS Instruments (MKSI) | 2.6 | $47M | 269k | 174.17 | |
| OSI Systems (OSIS) | 2.4 | $43M | 462k | 93.20 | |
| Gibraltar Industries (ROCK) | 2.4 | $43M | 638k | 66.68 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 2.2 | $39M | 2.5M | 15.72 | |
| Columbus McKinnon (CMCO) | 2.1 | $39M | 832k | 46.26 | |
| Lumentum Hldgs (LITE) | 2.1 | $38M | 362k | 105.77 | |
| Atlantica Yield (AY) | 2.1 | $38M | 1.1M | 35.76 | |
| Mueller Water Products (MWA) | 2.0 | $37M | 2.5M | 14.40 | |
| Methode Electronics (MEI) | 2.0 | $36M | 736k | 49.17 | |
| Kulicke and Soffa Industries (KLIC) | 2.0 | $36M | 587k | 60.54 | |
| Lakeland Financial Corporation (LKFN) | 2.0 | $35M | 440k | 80.14 | |
| FormFactor (FORM) | 1.8 | $33M | 717k | 45.72 | |
| Modivcare (MODV) | 1.6 | $29M | 197k | 148.29 | |
| Medifast (MED) | 1.6 | $29M | 139k | 209.43 | |
| Alamo (ALG) | 1.6 | $29M | 194k | 147.18 | |
| Verint Systems (VRNT) | 1.3 | $23M | 431k | 52.51 | |
| Pacira Pharmaceuticals (PCRX) | 1.1 | $20M | 328k | 60.17 | |
| Adtalem Global Ed (ATGE) | 0.9 | $16M | 551k | 29.56 | |
| Ishares Russell 2000 Etf (IWM) | 0.8 | $14M | 61k | 222.45 | |
| 1-800-flowers (FLWS) | 0.6 | $11M | 486k | 23.37 |
