Solaris Energy Infrastructure (SEI)

Solaris operates through two main businesses: Solaris Power Solutions and Solaris Logistics Solutions. The power segment is the company’s largest revenue contributor and focuses on power generation, control, and distribution. Its offerings are relevant not only to energy customers but also to commercial and industrial users that require dependable on-site electricity, including data center-related demand. This gives Solaris exposure to markets where temporary, distributed, or rapidly deployable power capacity is important.

The logistics side supports wellsite operations by helping customers move, store, and handle raw materials used in completions. Its portfolio includes fluid management systems, automated control technology, last-mile logistics management, field services, wet sand solutions, and integrated wellsite systems. These services are intended to reduce bottlenecks, improve coordination, and make operations safer and more efficient.

Solaris stands out for combining physical infrastructure with software and automation. Rather than selling a single piece of equipment, it offers integrated systems that manage power and materials at demanding work sites. For investors, the company is tied to trends in U.S. energy production, industrial electrification, and the need for flexible power infrastructure.