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NEUMEIER POMA INVESTMENT COUNSEL LLC Information

26435 CARMEL RANCHO BOULEVARD, CARMEL, California, 93923, (831) 625-6355

Report Date: 06/30/2019

Position Statistics

Total Positions 44
New Positions 3
Increased Positions 27
Decreased Positions 17
Positions with Activity 44
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,181

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 1.27%
Basic Materials 1.16%
Industrials 25.75%
Consumer Cyclicals 21.32%
Consumer Non-Cyclicals 4.81%
Financials 15.8%
Healthcare 7.1%
Technology 18.18%
Telecommunication Services
Utilities 4.63%

44 Positions as of 06/30/2019

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HANNON ARMSTRONG SUST INFR CAP COM 63,340 2,785 4.599 2,290,773
WNS HOLDINGS LTD SPON ADR 61,618 -81 (0.131) 990,799
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 54,664 -71 (0.13) 1,116,056
VERINT SYS INC COM 48,715 1,990 4.26 899,793
HELEN OF TROY CORP LTD COM 47,878 455 0.96 313,808
LUMENTUM HLDGS INC COM 45,281 7,143 18.731 755,935
MADDEN STEVEN LTD COM 44,048 -2,297 (4.955) 1,446,566
FEDERAL SIGNAL CORP COM 41,998 494 1.189 1,391,585
FIRST FINL BANCORP OH COM 39,506 2,258 6.063 1,668,348
OSI SYSTEMS INC COM 38,081 4,698 14.074 366,483
MAXIMUS INC COM 37,997 3,067 8.779 483,733
LGI HOMES INC COM 35,763 362 1.022 459,744
PACWEST BANCORP DEL COM 33,360 2,321 7.477 1,010,920
NV5 GLOBAL INC COM 32,214 3,556 12.408 507,310
DAVE & BUSTERS ENTMT INC COM 32,059 2,948 10.125 794,133
GRAND CANYON ED INC COM 31,331 212 0.68 244,319
AMN HEALTHCARE SERVICES INC COM 29,228 -161 (0.547) 522,857
PROVIDENCE SVC CORP COM 28,657 1,189 4.33 489,113
VIAD CORP COM NEW 26,124 3,726 16.637 394,740
SUPERNUS PHARMACEUTICALS INC COM 26,022 276 1.074 957,401