NuScale Power: Micro Reactors, Macro Returns

Group 1 - The portfolio is heavily invested in uranium and nuclear-related stocks, with a significant position in the NUKZ ETF [1] - The investment strategy has been in place for several years, indicating a long-term commitment to the sector [1] - The analyst holds beneficial long positions in multiple stocks including SMR, NUKZ, NNE, UUUU, and SRUUF [1]