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What smart money is saying about Solaris Energy Infrastructure Inc.United States flag

SEI · Energy · Oil & Gas Equipment & Services · Market cap $5.95B

1 fund in our archive has pitched Solaris Energy Infrastructure Inc. — most recently Baron Technology ETF in March 2026.

Company profile

Headquartered in Houston, Texas, and established in 2014, Solaris Energy Infrastructure, Inc. (which adopted its current name in September 2024, previously known as Solaris Oilfield Infrastructure, Inc.) serves the United States' oil and natural gas industry. The company engineers and produces specialized equipment for exploration and production firms, as well as oilfield service providers. Beyond manufacturing, Solaris delivers critical support services, including technician assistance, final-mile logistics, and mobilization solutions. Their operations also involve the transfer and secure storage of proppant and railcars at their dedicated transloading facility. Furthermore, Solaris innovates through technology development, offering Railtronix, an inventory management software, and pioneering all-electric equipment designed to automate the low-pressure stages of oil and gas well completion processes.

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1
Reported positions
0
Bought
1
Sold
2
Letters

Position history

Between Q1 2026 and Q2 2026, 1 fund letter reported a position in Solaris Energy Infrastructure Inc.1 trimmed or exited.

Fund letters reporting a position in Solaris Energy Infrastructure Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20261010
Q1 20260001

Fund activity · 1 position · 1 move

Fund coverage · 1 thesis

  • Solaris Energy Infrastructure Inc. is a first-mover electricity-as-a-service provider to data centers with growing contracted capacity and attractive unit economics.

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