Neumeier Poma Investment Counsel as of March 31, 2022
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 40 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ExlService Holdings (EXLS) | 5.0 | $74M | 519k | 143.27 | |
| Fabrinet (FN) | 5.0 | $74M | 703k | 105.13 | |
| Hannon Armstrong (HASI) | 4.8 | $71M | 1.5M | 47.43 | |
| Comfort Systems USA (FIX) | 4.4 | $66M | 740k | 89.01 | |
| WNS | 4.2 | $62M | 730k | 85.49 | |
| Myr (MYRG) | 4.0 | $60M | 638k | 94.04 | |
| Tetra Tech (TTEK) | 3.5 | $52M | 315k | 164.94 | |
| Nv5 Holding (NVEE) | 3.4 | $51M | 383k | 133.30 | |
| Steven Madden (SHOO) | 3.4 | $50M | 1.3M | 38.64 | |
| AMN Healthcare Services (AMN) | 3.3 | $50M | 477k | 104.33 | |
| Nextera Energy Partners (NEP) | 3.1 | $46M | 557k | 83.36 | |
| Veeco Instruments (VECO) | 3.1 | $46M | 1.7M | 27.19 | |
| Helen Of Troy (HELE) | 3.0 | $45M | 229k | 195.84 | |
| Korn/Ferry International (KFY) | 2.9 | $44M | 674k | 64.94 | |
| InterDigital (IDCC) | 2.7 | $40M | 621k | 63.80 | |
| Century Communities (CCS) | 2.6 | $38M | 717k | 53.57 | |
| OSI Systems (OSIS) | 2.6 | $38M | 447k | 85.12 | |
| MKS Instruments (MKSI) | 2.4 | $36M | 240k | 150.00 | |
| Atlantica Yield | 2.3 | $34M | 968k | 35.07 | |
| Maximus (MMS) | 2.3 | $34M | 449k | 74.95 | |
| Columbus McKinnon (CMCO) | 2.3 | $34M | 792k | 42.40 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 2.2 | $33M | 2.3M | 14.03 | |
| Tower Semiconductor (TSEM) | 2.2 | $33M | 677k | 48.40 | |
| Lumentum Hldgs (LITE) | 2.2 | $32M | 332k | 97.60 | |
| Federal Signal Corporation (FSS) | 2.1 | $32M | 933k | 33.75 | |
| Mueller Water Products (MWA) | 2.0 | $30M | 2.4M | 12.92 | |
| Methode Electronics (MEI) | 2.0 | $30M | 701k | 43.25 | |
| Medifast (MED) | 2.0 | $30M | 174k | 170.78 | |
| Lakeland Financial Corporation (LKFN) | 2.0 | $29M | 400k | 73.00 | |
| FormFactor (FORM) | 1.9 | $28M | 671k | 42.03 | |
| Alamo (ALG) | 1.7 | $25M | 171k | 143.79 | |
| Pacira Pharmaceuticals (PCRX) | 1.6 | $24M | 317k | 76.32 | |
| Verint Systems (VRNT) | 1.4 | $22M | 418k | 51.70 | |
| Skyline Corporation (SKY) | 1.4 | $22M | 393k | 54.88 | |
| Columbia Banking System (COLB) | 1.4 | $21M | 652k | 32.27 | |
| First Merchants Corporation (FRME) | 1.0 | $16M | 373k | 41.60 | |
| Cavco Industries (CVCO) | 1.0 | $15M | 61k | 240.85 | |
| Kulicke and Soffa Industries (KLIC) | 0.8 | $12M | 216k | 56.02 | |
| Modivcare (MODV) | 0.7 | $11M | 96k | 115.39 | |
| Ishares Russell 2000 Etf (IWM) | 0.1 | $1.4M | 6.7k | 205.22 |
