Solaris Energy Infrastructure, Inc. (SEI): Leopold Aschenbrenner Trims Position

Solaris Energy Infrastructure, Inc. (NYSE:SEI) archetypal appeared successful the 13F portfolio of Situational Awareness LP successful the 3rd 4th of 2025. Back then, this presumption comprised 1.1 cardinal shares. In the 4th fourth of 2025, the money added to this stake, increasing it by 62% to much than 1.8 cardinal shares. Filings for the archetypal 4th of 2026 amusement that the money owns 1.1 cardinal shares successful the firm, down 40% compared to filings for the erstwhile quarter. The banal is up much than 46% implicit the past six months. The institution provides modular and scalable equipment-based solutions for powerfulness generation, power and distribution, and absorption of earthy materials utilized successful the completion of lipid and earthy state wells successful the United States.

Solaris Energy Infrastructure, Inc. (NYSE:SEI) is turning heads of wealth managers similar Leopold Aschenbrenner due to the fact that it is leveraging expertise successful high-capacity instrumentality logistics to physique an infrastructure moat that addresses the superior bottleneck of the AI boom: the multi-year queue for powerfulness grid interconnects. The institution is realizing contiguous gross gains arsenic the mobile powerfulness infrastructure fleet deploys rapidly crossed concern and integer infrastructure projects. Solaris generated full gross of $196.2 cardinal for Q1 2026, marking a 55.3% year-over-year summation compared to the $126.3 cardinal recorded successful Q1 2025. The 4th reflected a high-margin operational balance, with high-predictability leasing revenues surging to $105.4 million, portion tract and operational work revenues scaled up to $90.9 million.

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