fund
NBI Thematic Rotation ETF (NTHM:TSX)
In PWD coverage since September 25, 2026 · 1 story
PWD coverage
passive
NTHM's rebalance sold SaaS and batteries for obesity drugs and pipelines
The rotation index does the selling for you, which is why its GLP-1 weight says nothing about obesity-drug economics and a lot about what was moving when the screen ran.