NEUMEIER POMA INVESTMENT COUNSEL LLC [Rocket]

Holdings

NEUMEIER POMA INVESTMENT COUNSEL LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
COMFORT SYSTEMS USA INC	FIX	Common	397,786	-28,295	65,316,461,000	3,125,678,000	5.98	1.11	Hist	06/30/2023
FEDERAL SIGNAL CORP /DE/	FSS	Common	713,376	-43,450	45,677,465,000	4,649,928,000	4.18	1.17	Hist	06/30/2023
OSI SYSTEMS INC	OSIS	Common	362,935	4,145	42,764,631,000	6,038,887,000	3.91	2.15	Hist	06/30/2023
INTERDIGITAL INC.	IDCC	Common	428,090	-1,220	41,332,090,000	10,035,391,000	3.78		Hist	06/30/2023
AMN HEALTHCARE SERVICES INC	AMN	Common	354,018	12,305	38,630,444,000	10,281,934,000	3.53	0.86	Hist	06/30/2023
TETRA TECH INC	TTEK	Common	232,688	-16,235	38,100,333,000	1,531,055,000	3.49	0.44	Hist	06/30/2023
WNS (HOLDINGS) LTD	WNS	SPON ADR	510,482	-51,445	37,632,733,000	-14,722,006,000	3.44		Hist	06/30/2023
DYCOM INDUSTRIES INC	DY	Common	330,495	98,855	37,560,757,000	15,867,671,000	3.44	1.13	Hist	06/30/2023
CBIZ, Inc.	CBZ	Common	701,500	19,490	37,375,920,000	3,623,245,000	3.42	1.40	Hist	06/30/2023
ALAMO GROUP INC	ALG	Common	195,556	11,785	35,964,704,000	2,121,437,000	3.29	1.63	Hist	06/30/2023
VISTEON CORP	VC	Common	244,460	-42,155	35,106,901,000	-9,842,929,000	3.21		Hist	06/30/2023
InMode Ltd.		Common	929,290	147,335	34,708,982,000	9,717,700,000	3.18	1.13	Hist	06/30/2023
ExlService Holdings, Inc.	EXLS	Common	220,905	-21,895	33,369,909,000	-5,922,415,000	3.05	0.66	Hist	06/30/2023
VEECO INSTRUMENTS INC	VECO	Common	1,291,400	8,905	33,163,152,000	6,064,033,000	3.03	2.50	Hist	06/30/2023
Fabrinet	FN	COM	252,949	-198,760	32,853,016,000	-20,791,945,000	3.01	0.70	Hist	06/30/2023
ABITIBI CONSOLIDATED INC	ABY	SHS	1,299,976	30,225	30,471,437,000	-7,062,403,000	2.79		Hist	06/30/2023
Meritage Homes CORP	MTH	Common	204,410	30,740	29,081,411,000	8,803,702,000	2.66	0.56	Hist	06/30/2023
Century Communities, Inc.	CCS	Common	367,306	51,010	28,142,986,000	7,925,346,000	2.57		Hist	06/30/2023
NEXTERA ENERGY PARTNERS, LP	NEP	Common	476,020	154,210	27,913,813,000	8,363,855,000	2.55	0.55	Hist	06/30/2023
NV5 Global, Inc.	NVEE	COM	248,661	-13,425	27,544,179,000	295,098,000	2.52	1.60	Hist	06/30/2023
STEVEN MADDEN, LTD.	SHOO	Common	805,151	-25,918	26,320,386,000	-3,598,098,000	2.41	1.06	Hist	06/30/2023
AXCELIS TECHNOLOGIES INC	ACLS	COMMON	142,235	-116,090	26,075,943,000	-8,345,863,000	2.39	0.43	Hist	06/30/2023
ICF International, Inc.	ICFI	Common	205,010	162,445	25,501,194,000	20,831,813,000	2.33	1.09	Hist	06/30/2023
Skyline Champion Corp	SKY	Common	386,740	-25,070	25,312,133,000	-5,668,333,000	2.32	0.68	Hist	06/30/2023
Harmony Biosciences Holdings, Inc.	HRMY	Common	636,240	-42,475	22,389,286,000	229,241,000	2.05		Hist	06/30/2023
Hannon Armstrong Sustainable Infrastructure Capital, Inc.	HASI	Common	883,226	-17,055	22,080,650,000	-3,667,387,000	2.02	0.96	Hist	06/30/2023
CAVCO INDUSTRIES INC.	CVCO	Common	72,325	-3,400	21,335,875,000	-2,724,987,000	1.95	0.83	Hist	06/30/2023
COLUMBUS MCKINNON CORP	CMCO	Common	497,114	31,010	20,207,684,000	2,887,259,000	1.85	1.73	Hist	06/30/2023
MYR GROUP INC.	MYRG	Common	145,407	-3,715	20,115,604,000	1,324,741,000	1.84	0.87	Hist	06/30/2023
Clearfield, Inc.	CLFD	Common	396,898	-18,165	18,793,120,000	-540,515,000	1.72	2.60	Hist	06/30/2023
FOX FACTORY HOLDING CORP	FOXF	COM	152,120	-67,850	16,506,541,000	-10,191,218,000	1.51	0.36	Hist	06/30/2023
LAKELAND FINANCIAL CORP	LKFN	COMMON	291,792	-33,412	14,157,748,000	-6,213,031,000	1.30	1.15	Hist	06/30/2023
FORMFACTOR INC	FORM	Common	383,125	2,310	13,110,538,000	981,580,000	1.20	0.50	Hist	06/30/2023
MCGRATH RENTCORP	MGRC	Common	140,170	140,170	12,962,922,000	12,962,922,000	1.19	0.57	Hist	06/30/2023
OXFORD INDUSTRIES INC	OXM	COM STK	131,000	-1,380	12,893,020,000	-1,084,984,000	1.18	0.83	Hist	06/30/2023
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