The NBI Thematic Rotation ETF (NTHM:TSX) has completed its latest portfolio rebalance, pivoting away from broad tech and industrial momentum to channel capital into midstream energy infrastructure and GLP-1 weight-loss drug manufacturers. The fund tracks the Thematic Rotation Quality Momentum Screened Index (TRQMS). Key Takeaways Technology fell from 40.78% to 25.20%, a decline of 15.58 [...]

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