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The ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF) tracks uranium miners, nuclear utilities, and small modular reactor developers. The fund's underlying index gained 9.02% in August, according to data from VettaFi.
Artificial intelligence and the subsequent data center boom are the primary contributors to the nuclear energy renaissance and investors' newfound enthusiasm for nuclear equities and ETFs. Those ETFs include the ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF).
AI energy demand, energy security and policy support are fueling a nuclear renaissance. ETFs like NLR & NUKZ stand to benefit.
Small nuclear reactors may be small in size, but the market for these generators of nuclear power is anything but diminutive. That's good news for a variety of stocks and ETFs.
Middle East conflict-led energy volatility, AI power demand and energy security concerns are driving a nuclear comeback. ETFs like NLR & NUKZ stand to benefit.
Nuclear energy stocks and ETFs such as the ALPS Nautilus SMR, Nuclear & Technology ETF (SMRF) are garnering increased attention (and delivering for investors). That's due in large part to the energy source's relationship with artificial intelligence (AI).
Paul Baiocchi of SS&C ALPS Advisors says the electrification ETF trade targets AI's physical side and explains which funds get you there.
While 2025 was dominated by GPU makers and semiconductor stocks, 2026 is revealing a different infrastructure challenge: AI data centers require massive, reliable, 24/7 power that the current U.S. grid is unprepared to deliver, according to ALPS Q2 2026 Market Themes to Watch.
SEC filings for SMRF aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.