Baron Technology ETF Q2 2026 Portfolio Activity

As part of its record-breaking IPO, we acquired shares in Space Exploration Technologies Corp. We initiated a position in Advanced Micro Devices, Inc. during the second quarter. We trimmed our position in NVIDIA Corporation, which had grown to represent an outsized share of the Fund.

Seeking Alpha • Sep 17, 2026

Solaris Energy Raises 2026 Guidance, Starts 2027 With Momentum

SEI raises 2026 EBITDA guidance and launches 2027 outlook as stronger core operations and acquisitions drive momentum.

Zacks Investment Research • Sep 9, 2026

Solaris Energy Infrastructure Raises 2026 and Initiates First Quarter 2027 Guidance

HOUSTON--(BUSINESS WIRE)--SEI raises 3Q26 and 4Q26 guidance, establishes 1Q27 guidance.

Business Wire • Sep 8, 2026

From Oil Fields to Data Centers. Why This Stock Is Surging 16% Today.

Solaris Energy stock soars after the company raises quarterly guidance expectations that tops Wall Street forecasts.

Barrons • Sep 8, 2026

Why Is Solaris Energy Infrastructure, Inc. (SEI) Down 6.7% Since Last Earnings Report?

Solaris Energy Infrastructure, Inc. (SEI) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Sep 4, 2026

Solaris Energy Expands Power Infrastructure With Omega Deal

SEI's $101M Omega deal adds specialized EPC expertise, expands its power infrastructure platform and targets growing data center demand.

Zacks Investment Research • Sep 3, 2026

Solaris Energy Infrastructure Acquires Omega, Adding Specialized EPC Capabilities to Its Power Infrastructure Offering

HOUSTON--(BUSINESS WIRE)--Solaris Energy Infrastructure, Inc. (NYSE:SEI) (“Solaris” or the “Company”), today announced the acquisition of Omega Foundation Services (“Omega”), a leader in the specialized engineering, procurement and construction (“EPC”) industry with significant expertise in heavy civil construction across multiple end markets, including large-scale data centers. Transaction Strategy and Highlights Expands Turnkey Execution Capabilities. Adds to the Company's full-cycle power so.

Business Wire • Sep 2, 2026

Is SEI Worth Buying as Growth Accelerates but Valuation Stays High?

SEI's Power Solutions growth is accelerating, but falling 2026 earnings forecasts, higher debt and a rich sales multiple keep execution risk in focus.

Zacks Investment Research • Aug 26, 2026

Why We're Betting $10,000 on This Supplier Behind the SpaceX Data Center Boom

In this segment from The AI Investor Podcast, hosts Eric Bleeker and Austin Smith walk through a new portfolio addition tied directly to the SpaceX (Nasdaq: SPCX) and hyperscaler data center power buildout.

24/7 Wall Street • Aug 15, 2026

Solaris Energy Q2 Earnings Beat Estimates on Power Solutions Growth

SEI beats Q2 earnings estimates as Power Solutions growth lifts revenues and EBITDA, while expanded contracts are set to add over $100M in annual EBITDA.

Zacks Investment Research • Aug 13, 2026