SEI
Solaris Energy Infrastructure, Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Solaris Energy Infrastructure, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Largest filed tie
47.00%
of SEI revenue · Undisclosed data center customer (including its affiliated entities)
Solaris Energy Infrastructure, Inc. designs, manufactures, and sells mobile equipment to unload, store, and deliver proppant, water, and chemicals at oil and natural gas well sites in the United States. It is involved in the transloading and storage of proppant or railcars at its transloading facility. The company also develops Railtronix, an inventory management software. In addition, it provides last-mile logistics management services; AutoBlend, an integrated electric blender; top-fill equipment to enable quick unloading from bottom drop trucks; fluid management systems; and proprietary Solaris Lens software. The company serves exploration and production, and oilfield services industries. Solaris Oilfield Infrastructure, Inc. was founded in 2014 and is headquartered in Houston, Texas.
Solaris Energy Infrastructure, Inc. designs, manufactures, and sells mobile equipment to unload, store, and deliver proppant, water, and chemicals at oil and natural gas well sites in the United States. It is involved in the transloading and storage of proppant or railcars at its transloading facility. The company also develops Railtronix, an inventory management software. In addition, it provides last-mile logistics management services; AutoBlend, an integrated electric blender; top-fill equipment to enable quick unloading from bottom drop trucks; fluid management systems; and proprietary Solaris Lens software. The company serves exploration and production, and oilfield services industries. Solaris Oilfield Infrastructure, Inc. was founded in 2014 and is headquartered in Houston, Texas.
No other changes.
Last report0 of 7 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+2.59%
vs ±19.3% implied · ×0.13
shaded = implied · ▲▼ = realized
Annual filing, covered
10-K parsed · Feb 27 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 27 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Same SIC code · 6
Same SEC industry code: Baker Hughes Co, TechnipFMC plc, NOV Inc. and 3 more; of Solaris Energy Infrastructure, Inc.'s 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Baker Hughes Co, TechnipFMC plc, NOV Inc. and 3 more; of Solaris Energy Infrastructure, Inc.'s 6 closest co-movers, none share that code.
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $418.7M | 6.74% | +26.25% |
| Susquehanna International | $212.1M | 3.41% | +4.95% |
| Encompass Capital | $202.7M | 3.26% | +43.98% |
| Vanguardindex-like | $196.9M | 3.17% | +19.96% |
| Morgan Stanley | $162.9M | 2.62% | +18.56% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $418.7M | 6.74% | +26.25% |
| Susquehanna International | $212.1M | 3.41% | +4.95% |
| Encompass Capital | $202.7M | 3.26% | +43.98% |
| Vanguardindex-like | $196.9M | 3.17% | +19.96% |
| Morgan Stanley | $162.9M | 2.62% | +18.56% |
Expected move
Inputs8Q avg ±6.4%·×1.70·rich
straddle ±16.1%
spot 69.37exp Nov 20ATM strike 70ATM straddle 13.15IV 109%
Solaris Energy Infrastructure, Inc.
55.74
−13.63 · −19.65%