RainFrog Growth Portfolio

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Symbol Company Sector Country Research
ACPW Active Power Energy Efficiency USA
AERT Advanced Environmental Recycling Technologies Recycling USA
ARCI Appliance Recycling Centers of America Recycling USA
BYFC Broadway Financial Corporation Community Finance USA
CAJ Canon Corporation Sustainability Japan
CECE CECO Environmental Corp. Sustainability USA
CMED China Medical Technologies Human Health China
CSX CSX Corporation Energy Efficiency USA
CYBI Cybex International Human Health USA
FMD First Marblehead Education USA
HOLX Hologic Human Health USA
ITRI Itron Inc. Energy Efficiency USA
LH Laboratory Corporation of America Human Health USA
LIFE Life Technologies Corporation Human Health USA
MLHR Herman Miller Sustainability USA
MMAB Municipal Mortgage & Equity Renewable Energy USA
MPW Medical Properties Trust Human Health USA
MR Mindray Medical International Human Health China
NFYIF New Flyer Industries Energy Efficiency Canada
NSC Norfolk Southern Energy Efficiency USA
OMI Owens & Minor Human Health USA
PRPX Portec Rail Products Energy Efficiency USA
RINO RINO International Corporation Sustainability China
SIRO SIRO Dental Systems Human Health USA
SPWRP SunPower Corporation Renewable Energy USA
STP Suntech Power Holdings Renewable Energy China
TNE Tele Norte Leste Communications & Information Technology Brazil
TMO Thermo Fisher Scientific Pure Science USA
TRI Thomson Reuters Corporation Communications & Information Technology USA
TRN Trinitiy Industries Energy Efficiency USA
UNFI United Natural Foods Inc Organic Agriculture USA
UNP Union Pacific Energy Efficiency USA
WAB Westinghouse Air Brake Technologies Energy Efficiency USA
Performance History
March 1, 2010
Period Yield(%)
1 month 7.34
3 month 5.62
6 month 14.61
year-to-date 5.61
1 year 97.76
3 year 5.55
5 year 10.79
Since Inception 13.32
Sector Allocation **
March 1, 2010
Sector %
Renewable Energy 7.9
Energy Efficiency 20.5
Recycling 1.2
Sustainability 7.5
Communications & Information Technology 5.0
Human Health 33.4
Community Finance 1.8
Education 6.1
Research 10.7
Organic Agriculture 5.9

* Annualized figures

** RainFrog groups its companies to help partners and prospective partners understand the distribution of our portfolio.  We note however that classifying our companies can be difficult, as many of our investments might fit more than one category. MuniMae funds affordable housing and renewable energy. BioMed Realty Trust owns scientific and medical research facilities. Intrepid Technology produces renewable energy and recycles the byproduct to make a renewable peat alternative.  Frankly, we feel that this is a great problem to have!