13F HOLDINGS REPORT
NEUMEIER POMA INVESTMENT COUNSEL LLC
Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001104659-23-017823
Total Value
$1.08B
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Comfort Systems USA Inc. | 199908104 | 556,631 | $64.1M | 5.95% |
| 2 | Fabrinet | FN | 463,354 | $59.4M | 5.52% |
| 3 | WNS Holdings LTD. | 92932M101 | 576,702 | $46.1M | 4.28% |
| 4 | Exlservice Holdings Inc. | EXLS | 248,950 | $42.2M | 3.92% |
| 5 | NV5 Global Inc. | 62945V109 | 317,277 | $42.0M | 3.90% |
| 6 | Visteon Corp. | VC | 318,925 | $41.7M | 3.88% |
| 7 | Steven Madden LTD. | 556269108 | 1,233,614 | $39.4M | 3.66% |
| 8 | Harmony Biosciences Holdings Inc. | HRMY | 685,340 | $37.8M | 3.51% |
| 9 | Tetra Tech Inc. | TTEK | 255,423 | $37.1M | 3.44% |
| 10 | Federal Signal Corp. | FSS | 784,841 | $36.5M | 3.39% |
| 11 | AMN Healthcare Services Inc. | 001744101 | 352,253 | $36.2M | 3.36% |
| 12 | Clearfield Inc | CLFD | 365,763 | $34.4M | 3.20% |
| 13 | Century Communities Inc. | 156504300 | 600,951 | $30.1M | 2.79% |
| 14 | Atlantica Sustainable Infrastructure | ALDA | 1,129,721 | $29.3M | 2.72% |
| 15 | Inmode LTD. | INMD | 751,105 | $26.8M | 2.49% |
| 16 | Hannon Armstrong Sustainable Infrastructure Capital Inc. | 41068X100 | 918,716 | $26.6M | 2.47% |
| 17 | CBIZ Inc. | CBZ | 566,490 | $26.5M | 2.46% |
| 18 | OSI Systems Inc. | OSIS | 325,865 | $25.9M | 2.41% |
| 19 | Lakeland Financial Corp. | 511656100 | 334,674 | $24.4M | 2.27% |
| 20 | NextEra Energy Partners LP | NEE-PW | 347,565 | $24.4M | 2.26% |
| 21 | Veeco Instruments Inc. | 922417100 | 1,298,760 | $24.1M | 2.24% |
| 22 | Meritage Homes Corp. | MTH | 253,200 | $23.3M | 2.17% |
| 23 | Interdigital Inc. | IDCC | 444,070 | $22.0M | 2.04% |
| 24 | Axcelis Technologies Inc. | ACLS | 264,160 | $21.0M | 1.95% |
| 25 | Fox Factory Holding Corp. | FOXF | 225,640 | $20.6M | 1.91% |
| 26 | Dycom Industries Inc. | 267475101 | 218,380 | $20.4M | 1.90% |
| 27 | Skyline Champion Corp. | SKY | 382,745 | $19.7M | 1.83% |
| 28 | Alamo Group Inc. | ALG | 138,696 | $19.6M | 1.82% |
| 29 | First Merchants Corp. | FRMEP | 422,100 | $17.4M | 1.61% |
| 30 | Cavco Industries Inc. | 149568107 | 74,860 | $16.9M | 1.57% |
| 31 | Columbia Banking Systems Inc. | 197236102 | 553,210 | $16.7M | 1.55% |
| 32 | Korn Ferry | KFY | 317,915 | $16.1M | 1.49% |
| 33 | MYR Group Inc. | MYRG | 156,122 | $14.4M | 1.34% |
| 34 | Columbus McKinnon Corp. | CMCO | 441,739 | $14.3M | 1.33% |
| 35 | Methode Electronics Inc. | 591520200 | 302,115 | $13.4M | 1.25% |
| 36 | Verint Systems Inc. | 92343X100 | 369,065 | $13.4M | 1.24% |
| 37 | Tower Semiconductor LTD. | TSEM | 280,384 | $12.1M | 1.12% |
| 38 | YETI Holdings Inc. | YETI | 281,180 | $11.6M | 1.08% |
| 39 | FormFactor Inc. | FORM | 486,675 | $10.8M | 1.00% |
| 40 | Pacira Biosciences Inc. | PCRX | 276,590 | $10.7M | 0.99% |
| 41 | Modivcare Inc. | 60783X104 | 80,597 | $7.2M | 0.67% |