What smart money is saying about Solaris Energy Infrastructure
2 funds in our archive have pitched Solaris Energy Infrastructure — most recently Ballast Portfolio in June 2026.
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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Position history
Between Q1 2026 and Q2 2026, 3 fund letters reported a position in Solaris Energy Infrastructure — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 2 | 1 |
| Q1 2026 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 2 moves
- ExitedBaron Technology ETFJune 2026
“We exited our position in Solaris Energy Infrastructure, Inc. , which we discussed as a new position in our first quarter letter.”
Solaris Energy Infrastructure - June 2026
“Top net sales for the quarter Net Amount Sold ($M) NVIDIA Corporation 7.5 Solaris Energy Infrastructure, Inc. 3.0 Amazon.com, Inc. 2.8 Datadog, Inc. 2.2 Lumentum Holdings Inc. 2.0 We trimmed our position in NVIDIA Corporation, which had grown to represent an outsized share of the Strategy. The trim was a function of portfolio construction discipline rather than any change in our fundamental view — we remain strong believers in NVIDIA's long-term positioning as the dominant platform for AI compute. A portion of the proceeds was redeployed to add exposure to AMD and to memory semiconductor names, where we viewed as compelling risk/reward. We exited our position in Solaris Energy Infrastructure, Inc., which we discussed as a new position in our first quarter letter.”
Solaris Energy Infrastructure - HoldsBallast PortfolioJune 2026
“Solaris Energy Infrastructure (SEI) provides mobile and modular power-generation solutions, increasingly under long-term contracts that supply both primary and backup power to AI data centers.”
Solaris Energy Infrastructure
Fund coverage · 2 theses
- Ballast PortfolioJune 2026
Solaris Energy Infrastructure provides contracted modular power to AI data centers, benefiting from high uptime needs, rapid deployment, and a higher-margin business mix.
Read the full thesis - Baron Technology ETFMarch 2026
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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