By DJ Shaw
Publication Date: 2026-03-27 12:00:00
The (SMRF) replaced Taiwan Semiconductor Manufacturing Co. (TSM) with Broadcom Inc. (AVGO) during its March rebalancing, signaling a shift in how the month-old nuclear ETF approaches its technology sleeve.
The change reflects the fund’s focus on what ALPS calls a “compute + firm power” strategy, where AI infrastructure companies are paired with nuclear energy providers in a single allocation, according to the fund’s factsheet. The rebalancing added Broadcom at a 2.07% weight while removing Taiwan Semiconductor entirely from its previous 1.98% position.
The fund launched on February 18, 2026 and pulled in $4.42 million in net flows during its first month, according to ETF Database. SMRF tracks the Nautilus SMR, Nuclear & Technology Index, which caps its AI and technology segment at 25% of the portfolio while prioritizing companies that derive more than half their revenue from nuclear or technology-related business…
/Broadcom%20Inc%20logo%20on%20building-by%20Poetra_%20RH%20via%20Shutterstock.jpg?resize=1000,563&ssl=1 "Consider Shorting AVGO Puts as Broadcom Prepares for July 15 Stock Split – The Company Appears Undervalued")