SEI

Solaris Energy Infrastructure, Inc.

A Houston energy company that supplies two very different markets. Its power arm provides modular, behind-the-meter generators that keep data centers running off the grid, while its logistics arm builds equipment that moves sand and materials for oil and gas well completions. Founded in 2014 as Solaris Oilfield Infrastructure, it rebranded as Solaris Energy Infrastructure after buying Mobile Energy Rentals in 2024. The name comes from the Latin word for "of the sun."

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2026Q2

1 buy1 sell

Polen Capital ManagementTRIM

-3.4K shares(-4.0%)

Polen Capital ManagementTRIM

-3.4K shares(-4.0%)

Situational Awareness LPADD

+24.1K shares(+2.2%)

Situational Awareness LPADD

+24.1K shares(+2.2%)

2026Q1

1 buy1 sell

Polen Capital ManagementADD

+55.1K shares(+192.6%)

Polen Capital ManagementADD

+55.1K shares(+192.6%)

Situational Awareness LPTRIM

-760.9K shares(-40.8%)

Situational Awareness LPTRIM

-760.9K shares(-40.8%)

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