Needham is an asset management firm that manages a few mutual funds as part of their suite of products. 

 

More specifically they manage a small cap growth fund. 

 

This mandate has assets under management of 190 million in USD and has 51 total holdings.  

 

Why is this of interest for POET ?

 

 Look at the market cap below of the companies they invest in. They have 11.52% in companies with a market cap of below 250 million. I might also add they have 21%  invested in semiconductor stocks. If.....they invested in POET it would be nice exposure and qualify as an Institutional client. 

 

> $8 billion	0.41
$2 – 8 billion	19.33
$250 million – $2 billion	68.74
< $250 million	11.52