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Baron SMID Cap ETF Q2 2026 Portfolio Activity

Seeking Alpha

11:10 AM | Friday | Sep 4, 2026

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During the quarter, we initiated a position in Advanced Drainage Systems, the leading U.S. manufacturer of stormwater and onsite wastewater management products. We view Axon Enterprise as a market leading "atoms plus electrons" software provider with huge competitive moats. We sold the HeartFlow position in the quarter as we grew incrementally more concerned with the presence of competitors on the market.

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11:10 AM | Friday | Sep 4, 2026

Baron SMID Cap ETF Q2 2026 Portfolio Activity

Seeking Alpha

During the quarter, we initiated a position in Advanced Drainage Systems, the leading U.S. manufacturer of stormwater and onsite wastewater management products. We view Axon Enterprise as a market leading "atoms plus electrons" software provider with huge competitive moats. We sold the HeartFlow position in the quarter as we grew incrementally more concerned with the presence of competitors on the market.

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11:10 AM | Friday | Sep 4, 2026

Baron SMID Cap ETF Q2 2026 Portfolio Activity

Seeking Alpha

During the quarter, we initiated a position in Advanced Drainage Systems, the leading U.S. manufacturer of stormwater and onsite wastewater management products. We view Axon Enterprise as a market leading "atoms plus electrons" software provider with huge competitive moats. We sold the HeartFlow position in the quarter as we grew incrementally more concerned with the presence of competitors on the market.

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11:11 AM | Tuesday | Sep 1, 2026

Monolithic Surges 54% in Past Year: Should You Jump on the Bandwagon?

Zacks Investment Research

MPWR has surged 53.9% in a year as AI infrastructure demand, portfolio expansion and rising estimates bolster its long-term growth outlook.

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12:00 AM | Friday | Aug 28, 2026

The $50 Trillion Robot Boom Starts at $10 an Hour

Investor Place

Humanoid robots could soon cost less than factory labor, opening a Physical AI market across chips, sensors, motors, and software.

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10:31 AM | Monday | Aug 17, 2026

Monolithic Power (MPWR) Recently Broke Out Above the 50-Day Moving Average

Zacks Investment Research

Monolithic Power (MPWR) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, MPWR broke through the 50-day moving average, which suggests a short-term bullish trend.

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1:41 AM | Monday | Aug 17, 2026

Did Monolithic Power Systems, Inc. Insiders Breach their Fiduciary Duties to Shareholders?

PRNewsWire

Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.

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4:55 PM | Sunday | Aug 16, 2026

Insider Sale: Monolithic Power Systems Interim CFO Sells 105 Shares for $141,148

The Motley Fool

The transaction was valued at $141,148. The sale reduced the insider's direct equity position by 1%.

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6:00 AM | Friday | Aug 14, 2026

Bull of the Day: Monolithic Power Systems (MPWR)

Zacks Investment Research

Strong growth has been driven by higher sales of power management solutions for AI and server applications, keeping the stock's EPS outlook bullish.

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7:53 AM | Wednesday | Aug 12, 2026

Here Are Wednesday’s Top Wall Street Analyst Research Calls: The Gap, Genmab, Hilton Worldwide, Intuitive Surgical, Marriott International, Merck, Novo Nordisk, Okta, and More

247 Wallst

With all eyes locked on this morning's CPI release and the Strait of Hormuz nearly shut down, Wall Street analysts are already repositioning across hospitality, pharma, and tech before the market even opens.

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1:21 PM | Tuesday | Aug 11, 2026

Why Monolithic (MPWR) Might be Well Poised for a Surge

Zacks Investment Research

Monolithic Power (MPWR) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

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9:30 AM | Monday | Aug 10, 2026

Monolithic Power Systems, Inc. (NASDAQ: MPWR) Investor Alert: Schubert Jonckheer Investigating Possible False Statements Following 30% Stock Drop

PRNewsWire

SAN FRANCISCO, Aug. 10, 2026 /PRNewswire/ -- Schubert Jonckheer & Kolbe LLP advises Monolithic Power Systems, Inc. (NASDAQ: MPWR) investors that the firm is investigating potential legal claims arising from alleged false and misleading statements about the quality and performance of the company's power management integrated circuits and its relationship with a key customer. Current shareholders are encouraged to contact the firm here: https://www.classactionlawyers.
com/monolithic.

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