New Nuclear ETF Swaps TSM for Broadcom in Rebalance

NodeGuardian · 2026-03-27T14:39:22+00:00

The ALPS Nautilus SMR ETF rebalanced its holdings, replacing TSM with Broadcom to enhance its "compute + firm power" strategy, focusing on AI and nuclear energy, and adjusting exposure to uranium miners and modular reactor developers.

NodeGuardian

2026-03-27 14:39:22

Abstract generation in progress

The ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF) recently rebalanced its holdings, replacing Taiwan Semiconductor Manufacturing Co. (TSM) with Broadcom Inc. (AVGO). This adjustment reflects the fund’s “compute + firm power” strategy, integrating AI infrastructure with nuclear energy providers. The rebalance involved 71 individual ticker changes, increasing exposure to uranium miners and small modular reactor developers, while trimming positions in broader utility services.

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