# Portfolio overlap — RHJSX vs AFMCX

Comparing **Rice Hall James Micro Cap Portfolio** (2025-10-31) and **ACUITAS US MICROCAP FUND** (2026-03-31).

- Shared positions: 24
- Rice Hall James Micro Cap Portfolio covered by ACUITAS US MICROCAP FUND: 0.1509324525257276755023189615
- ACUITAS US MICROCAP FUND covered by Rice Hall James Micro Cap Portfolio: 0.1509324525257276755023189614

## Rice Hall James Micro Cap Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| HEALTHCARE SERVS | 0.025105 | ✓ |
| IRADIMED CORP | 0.023069 | ✓ |
| AMERICAN SUPERCONDUCTOR CORP COMMON STOCK | 0.022858 |  |
| NLIGHT INC | 0.022557 | ✓ |
| NPK INTERNATIONAL INC | 0.021961 | ✓ |
| MIRUM PHARMACEUTICALS INC | 0.021722 |  |
| HURON CONSULTING GROUP INC | 0.021178 |  |
| STERLING INFRASTRUCTURE INC | 0.021109 |  |
| LEMAITRE VASCULAR INC | 0.020476 | ✓ |
| ANI PHARMACEUTICALS INC | 0.020375 |  |
| HELIOS TECHNOLOGIES INC | 0.020140 |  |
| DUCOMMUN INC | 0.019622 | ✓ |
| NAPCO SECURITY TECHNOLOGIES INC | 0.019082 | ✓ |
| AURINIA PHARMS. INC | 0.018723 |  |
| APPLIED OPTOELECTRONICS INC | 0.018709 | ✓ |
| Genius Sports Ltd. COM NPV | 0.018088 |  |
| FRST AM-GV OB-X | 0.017904 | ✓ |
| LINCOLN EDUCATIONAL SERVICES | 0.017724 |  |
| CONSTRUCTION PARTNERS INC CL A | 0.017722 |  |
| ENERGY RECOVERY INC | 0.017385 |  |
| UFP TECHNOLOGIES INC | 0.016842 |  |
| PROTO LABS INC | 0.016711 |  |
| PDF SOLUTIONS INC | 0.016630 | ✓ |
| GREEN BRICK PARTNERS INC | 0.016487 |  |
| MAMA'S CREATIONS INC | 0.016386 | ✓ |
| CRA INTERNATIONAL INC | 0.016270 | ✓ |
| PENNANT GROUP INC/THE COMMON STOCK | 0.016250 |  |
| A10 NETWORKS INC COMMON STOCK | 0.016174 |  |
| OMNICELL INC | 0.015783 |  |
| FEDERAL AGRI MTG NON VTG CL C | 0.015707 |  |
| AEHR TEST SYSTEMS | 0.015274 | ✓ |
| STANDARD MOTOR PRODUCTS INC | 0.015231 | ✓ |
| ICHOR HOLDINGS L | 0.015106 | ✓ |
| VITAL FARMS INC | 0.014863 |  |
| AXOGEN INC | 0.014819 |  |
| LIVE OAK BANCSHARES INC | 0.014754 |  |
| ADMA BIOLOGICS INC COMMON STOCK | 0.014203 |  |
| TACTILE SYSTEMS TECHNOLOGY INC | 0.014049 | ✓ |
| ALAMO GROUP INC COMMON STOCK | 0.013914 |  |
| LINDBLAD EXPEDITIONS HOLDINGS | 0.013820 |  |
| THERMON GROUP HOLDINGS INC | 0.013477 | ✓ |
| GROCERY OUTLET HOLDING CORP | 0.013407 |  |
| DOUGLAS DYNAMICS INC | 0.013365 |  |
| CORE LABORATORIES INC | 0.013115 |  |
| FIGS INC-CLASS A | 0.012944 |  |
| US PHYSICAL THERAPY INC | 0.012796 | ✓ |
| TRANSCAT INC | 0.012487 | ✓ |
| VISHAY PRECISION GROUP INC | 0.012469 | ✓ |
| VIEMED HEALTHCARE INC | 0.012221 |  |
| PLUMAS BANCORP | 0.012174 |  |

## ACUITAS US MICROCAP FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| DUCOMMUN INC | 0.024080 | ✓ |
| SELECT WATER SOLUTIONS INC CL A | 0.019721 |  |
| FRST AM-GV OB-X | 0.016686 | ✓ |
| THERMON GROUP HOLDINGS INC | 0.015701 | ✓ |
| US ULTRA BOND CBT Sep25 | 0.013990 |  |
| ADTRAN HOLDINGS INC | 0.013275 |  |
| IRADIMED CORP | 0.012240 | ✓ |
| CORE MOLDING TECH INC | 0.012163 |  |
| MESA LABS | 0.011647 | ✓ |
| GRAHAM CORPORATION | 0.010896 |  |
| VISHAY PRECISION GROUP INC | 0.010499 | ✓ |
| ULTRA CLEAN HOLDINGS INC | 0.010256 |  |
| CUSTOMERS BANCORP INC | 0.009657 |  |
| NPK INTERNATIONAL INC | 0.009570 | ✓ |
| PARK AEROSPACE CORP | 0.009549 |  |
| CRYOPORT INC | 0.009239 |  |
| FIRST WESTERN FINANCIAL INC | 0.009232 |  |
| HARSCO CORP | 0.009203 |  |
| FTAI INFRASTRUCTURE LLC | 0.008865 |  |
| MAGNITE INC | 0.008838 |  |
| ALLIENT INC | 0.008607 |  |
| AVIAT NETWORKS INC | 0.008442 |  |
| COHU INC | 0.008356 |  |
| 908 DEVICES INC | 0.008048 |  |
| ENOVA INTL INC | 0.007936 |  |
| EL POLLO LOCO HO | 0.007924 |  |
| KURA SUSHI USA INC CL A | 0.007914 |  |
| UNITED INSURANCE | 0.007604 |  |
| AVANOS MEDICAL INC | 0.007602 |  |
| MAMA'S CREATIONS INC | 0.007481 | ✓ |
| TRANSCAT INC | 0.007274 | ✓ |
| PACIRA BIOSCIENCES INC | 0.007224 |  |
| BARRETT BUS SVCS | 0.007218 |  |
| INTEST CORP | 0.007198 |  |
| CLIMB GLOBAL SOLUTIONS INC | 0.006976 |  |
| A10 NETWORKS INC | 0.006442 |  |
| NB BANCORP INC | 0.006343 |  |
| VAALCO ENERGY INC | 0.006341 |  |
| PROFICIENT AUTO LOGISTICS INC | 0.006109 |  |
| SOLARIS OIL IN-A | 0.006100 |  |
| ARHAUS INC | 0.006079 |  |
| GEOSPACE TECHNOLOGIES CORP | 0.005992 |  |
| AMPLITUDE INC | 0.005954 |  |
| CRA INTERNATIONAL INC | 0.005916 | ✓ |
| SI-BONE INC | 0.005899 |  |
| TEXAS CAPITAL BANCSHARES INC | 0.005855 |  |
| MATERION CORP | 0.005850 |  |
| International General Insurance Holdings, Ltd. | 0.005710 |  |
| NIAGEN BIOSCIENCE INC | 0.005672 |  |
| REGIONAL MANAGEMENT CORP | 0.005545 |  |


## Sources

- N-PORT (fund A) — accession `0002048251-25-003584` (as of 2025-10-31)
  <https://www.sec.gov/Archives/edgar/data/878719/000204825125003584/0002048251-25-003584-index.htm>
- N-PORT (fund B) — accession `0001576367-26-000098` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1576367/000157636726000098/0001576367-26-000098-index.htm>

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