OBERWEIS ASSET MANAGEMENT INC/ Q2 2022 Filing

Filed August 15, 2022

Portfolio Value

$395.1M

Holdings

164

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (164 positions)

#	Stock	Shares	Value	% Portfolio
1	CSTMConstellium NV Cl A	5,272,876	$69.7M	17.63%
2	NVMINova Measuring Instruments	539,892	$47.8M	12.10%
3	DAVAEndava Plc Ads	395,888	$34.9M	8.84%
4	LNTHLantheus Hldgs Inc.	202,780	$13.4M	3.39%
5	ACLSAxcelis Technologies	208,220	$11.4M	2.89%
6	MTRNMaterion Corp.	90,715	$6.7M	1.69%
7	DECKDeckers Outdoor Corp.	25,760	$6.6M	1.66%
8	SYNASynaptics, Inc.	54,100	$6.4M	1.62%
9	VRTVEURVeritiv Corp.	51,442	$5.6M	1.41%
10	CROXCrocs, Inc.	100,450	$4.9M	1.24%
11	DDOGDatadog, Inc. Class A	49,800	$4.7M	1.20%
12	HALOHalozyme Therapeutics, Inc.	103,050	$4.5M	1.15%
13	ACHCAcadia Healthcare Co., Inc.	66,615	$4.5M	1.14%
14	D0ADada Nexus Limited	541,745	$4.4M	1.11%
15	CDNSCadence Design System, Inc.	26,800	$4.0M	1.02%
16	BOOTBoot Barn Hldgs, Inc.	51,380	$3.5M	0.90%
17	ANGOAngiodynamics, Inc.	178,950	$3.5M	0.88%
18	SWCHFSierra Wireless, Inc.	143,700	$3.4M	0.85%
19	UCTTUltra Clean Holdings	111,140	$3.3M	0.84%
20	CLFDClearfield, Inc.	52,800	$3.3M	0.83%
21	GU9Guess, Inc	188,298	$3.2M	0.81%
22	FNKOFunko, Inc.	142,900	$3.2M	0.81%
23	MODNEURModel N, Inc.	120,110	$3.1M	0.78%
24	BDCBelden, Inc.	55,260	$2.9M	0.75%
25	FORRForrester Research, Inc.	55,600	$2.7M	0.67%
26	ATECAlphatec Hldgs Inc.	402,160	$2.6M	0.67%
27	PERIPerion Network, Ltd.	144,300	$2.6M	0.66%
28	RGPResources Connection, Inc.	121,400	$2.5M	0.63%
29	PDDPinduoduo Inc.	40,000	$2.5M	0.63%
30	EVHEvolent Health, Inc.	78,310	$2.4M	0.61%
31	ICFIICF International, Inc.	24,700	$2.3M	0.59%
32	TWITitan Int'l Inc.	147,500	$2.2M	0.56%
33	—ChannelAdvisor Corporation	147,140	$2.1M	0.54%
34	G2CEveri Hldgs, Inc.	129,100	$2.1M	0.53%
35	AOSLAlpha & Omega Semiconductor	62,000	$2.1M	0.52%
36	PLABPhotronics, Inc.	104,300	$2.0M	0.51%
37	XXYCross Country Healthcare, Inc.	96,900	$2.0M	0.51%
38	AMRCAmeresco, Inc.	44,008	$2.0M	0.51%
39	PTENPatterson-Uti Energy, Inc.	123,100	$1.9M	0.49%
40	DZSIQDZS, Inc.	117,800	$1.9M	0.49%
41	AVNWAviat Networks, Inc.	72,007	$1.8M	0.46%
42	IMXIInternational Money Express, I	85,700	$1.8M	0.44%
43	STRLSterling Construction Co., Inc	79,000	$1.7M	0.44%
44	DVAXDynavax Technologies Corp.	137,200	$1.7M	0.44%
45	MXLMaxlinear, Inc. Class A	50,635	$1.7M	0.44%
46	RPDRapid7, Inc.	25,550	$1.7M	0.43%
47	PIImpinj, Inc.	29,000	$1.7M	0.43%
48	FCFranklin Covey Co.	36,800	$1.7M	0.43%
49	SCSCScansource, Inc.	53,300	$1.7M	0.42%
50	IIIInformation Svcs Group, Inc.	242,100	$1.6M	0.41%
51	SMCIUSDSuper Micro Computer Inc.	40,170	$1.6M	0.41%
52	BEKEKE Holdings, Inc.	90,000	$1.6M	0.41%
53	PRFTUSDPerficient Inc.	16,900	$1.6M	0.39%
54	—EnPro Industries, Inc.	18,600	$1.5M	0.39%
55	HCKTHackett Group, Inc.	79,300	$1.5M	0.38%
56	—Cyberoptics Corp.	42,800	$1.5M	0.38%
57	RESRPC, Inc.	216,300	$1.5M	0.38%
58	MOVMovado Group, Inc.	48,300	$1.5M	0.38%
59	CAMTCamtek, Ltd.	59,880	$1.5M	0.38%
60	ATENA10 Networks, Inc.	103,000	$1.5M	0.37%
61	MHOM/I Homes, Inc.	36,000	$1.4M	0.36%
62	PRKSSeaWorld Entertainment Inc.	31,960	$1.4M	0.36%
63	OXMOxford Inds, Inc.	15,800	$1.4M	0.35%
64	FLLFull House Resorts, Inc.	225,743	$1.4M	0.35%
65	SPYSPDR S&P 500 ETF Trust	3,636	$1.4M	0.35%
66	MBWMMercantile Bank Corp.	42,296	$1.4M	0.34%
67	CTSCTS Corp.	39,500	$1.3M	0.34%
68	AEHRAehr Test Systems	175,300	$1.3M	0.33%
69	CEVACeva Inc.	38,800	$1.3M	0.33%
70	BELFBBel Fuse, Inc.	81,500	$1.3M	0.32%
71	ADTNAdtran, Inc.	71,400	$1.3M	0.32%
72	VPGVishay Precision Group	42,600	$1.2M	0.31%
73	YUMCYum China Hldgs, Inc.	25,500	$1.2M	0.31%
74	SPUSDSP Plus Corporation	39,500	$1.2M	0.31%
75	RCKYRocky Brands, Inc.	35,400	$1.2M	0.31%
76	EXTRExtreme Networks, Inc.	133,800	$1.2M	0.30%
77	EZPWEZCorp, Inc.	158,200	$1.2M	0.30%
78	TDCTeradata Corp	31,180	$1.2M	0.29%
79	CBTCabot Corp.	18,062	$1.2M	0.29%
80	ESTEEUREarthstone Energy Inc.	83,800	$1.1M	0.29%
81	EIGEmployers Holdings, Inc.	27,000	$1.1M	0.29%
82	INMDInmode Ltd.	49,650	$1.1M	0.28%
83	BLDRBuilders Firstsource	20,550	$1.1M	0.28%
84	GICGlobal Inudstrial Company	32,500	$1.1M	0.28%
85	ARLOArlo Technologies, Inc.	168,500	$1.1M	0.27%
86	PENGSmart Global Hldgs, Inc.	64,400	$1.1M	0.27%
87	CLHClean Harbors, Inc.	11,890	$1.0M	0.26%
88	SKYSkyline Champion Corporation	21,890	$1.0M	0.26%
89	CERSCerus Corp.	196,300	$1.0M	0.26%
90	ROFKForce, Inc.	16,900	$1.0M	0.26%
91	FFWMFirst Foundation Inc.	46,700	$956K	0.24%
92	TBITrueBlue, Inc.	51,900	$929K	0.24%
93	RDNTRadnet, Inc.	51,800	$895K	0.23%
94	VSECVSE Corp.	23,600	$887K	0.22%
95	ALNTAllied Motion Technologies	38,500	$879K	0.22%
96	3TYTitan Machinery, Inc.	38,900	$872K	0.22%
97	—Avid Technology, Inc.	31,400	$815K	0.21%
98	—Amtech Systems, Inc.	108,900	$795K	0.20%
99	MSFTMicrosoft Corp.	3,055	$785K	0.20%
100	AAPLApple, Inc.	5,657	$773K	0.20%

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