RainFrog Growth Portfolio

Symbol Company Sector Country Research
ACPW Active Power Energy Efficiency USA
AERT Advanced Environmental Recycling Technologies Recycling USA
CAJ Canon Corporation Sustainability Japan
CYBI Cybex International Human Health USA
DESC Distributed Energy Renewable Energy USA
FMD First Marblehead Education USA
GWR Genesee & Wyoming Railway Energy Efficiency USA
INTC Intel Communications & Information Technology USA
ITRP Intrepid Technology Renewable Energy USA
IVGN Invitrogen Pure Science USA
MLHR Herman Miller Sustainability USA
MMAB Municipal Mortgage & Equity Renewable Energy USA
MPW Medical Properties Trust Human Health USA
NSC Norfolk Southern Energy Efficiency USA
OMI Owens & Minor Human Health USA
PRPX Portec Rail Productsdd Energy Efficiency USA
RTRSY Reuters Group PLC Communications & Information Technology UK
STP Suntech Power Holdings Renewable Energy China
TNE Tele Norte Leste Communications & Information Technology Brazil
TMO Thermo Fisher Scientific Pure Science USA
TRN Trinitiy Industries Energy Efficiency USA
UNFI United Natural Foods Inc Organic Agriculture USA
WTS Watts Water Technologies Human Health USA
WAB Westinghouse Air Brake Technologies Energy Efficiency USA
Performance History
May 1, 2008
Period Yield(%)
1 month 3.33
3 month 4.47
6 month -1.66
year-to-date 4.47
1 year 1.61
3 year 14.70
5 year 17.39
Since Inception 16.36
Sector Allocation *
May 1, 2008
Sector %
Renewable Energy 2.57
Energy Efficiency 19.41
Recycling 0.43
Sustainability 35.10
Communications & Information Technology 11.90
Human Health 31.91
Community Finance 1.52
Education 6.10
Research 10.56
Organic Agriculture 3.65

* 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!