SEIC advances its Stratos deal, completing a major first-phase acquisition and setting the stage for a 2026 close.
Solaris Energy Infrastructure, Inc. is positioned to meet surging energy demand from AI data centers, with 760 MW operational and plans for 2.2 GW. SEI offers turnkey, reliable energy solutions directly to hyperscalers and data center operators, using a flexible power-as-a-service business model. Despite rapid growth, SEI faces high execution risk, negative free cash flow, and elevated valuation multiples, making it a tactical, not core, portfolio position.
Ethic Inc. lowered its position in Solaris Energy Infrastructure, Inc. (NYSE: SEI) by 7.2% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 14,148 shares of the company's stock after selling 1,105 shares during the period. Ethic Inc.'s holdings in Solaris Energy Infrastructure
| - Industry | - Sector | William A. Zartler CEO | NYSE Exchange | 83418M103 CUSIP |
| US Country | 364 Employees | 8 Dec 2025 Last Dividend | - Last Split | 12 May 2017 IPO Date |
Solaris Oilfield Infrastructure, Inc., established in 2014 and based in Houston, Texas, designs and manufactures innovative equipment tailored for oil and natural gas operators across the United States. The company specializes in offering mobile proppant and fluid management systems alongside last mile logistics management services to facilitate the efficient handling and transportation of materials essential for oil and natural gas extraction. Solaris plays a critical role in the oil and gas industry by providing solutions that enhance the efficiency of resource extraction and management, primarily servicing the exploration and production, as well as the oilfield services sectors.