# Portfolio overlap — SCICX vs ITYAX

Comparing **Columbia Seligman Technology and Information Fund** (2026-02-28) and **Invesco Technology Fund** (2026-01-31).

- Shared positions: 15
- Columbia Seligman Technology and Information Fund covered by Invesco Technology Fund: 0.3452182179413202288339514748
- Invesco Technology Fund covered by Columbia Seligman Technology and Information Fund: 0.3452182179413202288339514750

## Columbia Seligman Technology and Information Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BLOOM ENERGY CORP CL A | 0.106174 | ✓ |
| LAM RESEARCH CORP | 0.079028 | ✓ |
| COLUMBIA SHORT TERM CASH FUND | 0.050147 |  |
| APPLIED MATERIALS INC | 0.048317 |  |
| WESTERN DIGITAL CORP | 0.047030 | ✓ |
| NVIDIA CORP | 0.046959 | ✓ |
| BROADCOM INC | 0.044589 | ✓ |
| ALPHABET INC CL A | 0.043261 | ✓ |
| MARVELL TECHNOLOGY INC | 0.040823 |  |
| MICROSOFT CORP | 0.030217 | ✓ |
| APPLE INC | 0.029590 | ✓ |
| TERADYNE INC | 0.022555 | ✓ |
| ALPHABET INC CL C | 0.021729 |  |
| VISA INC-CLASS A | 0.018221 |  |
| SYNAPTICS INC | 0.018215 |  |
| GLOBAL PAYMENTS INC | 0.016287 |  |
| CISCO SYSTEMS INC | 0.016166 |  |
| SEMTECH CORP | 0.016139 |  |
| ARISTA NETWORKS INC | 0.015721 | ✓ |
| NETAPP INC | 0.014589 |  |
| GODADDY INC CL A | 0.014391 |  |
| LYFT INC-A | 0.014319 |  |
| WIX.COM LTD | 0.013965 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.013443 | ✓ |
| HEWLETT PACKARD ENTERPRISE CO | 0.013374 |  |
| GEN DIGITAL INC | 0.013060 |  |
| ADV ENERGY INDS | 0.012385 | ✓ |
| META PLATFORMS INC CL A | 0.011497 | ✓ |
| RENESAS ELECTRON | 0.011329 |  |
| AMAZON.COM INC | 0.011012 | ✓ |
| NXP SEMICONDUCTORS NV | 0.010703 |  |
| MATCH GROUP INC | 0.010375 |  |
| EBAY INC | 0.009844 |  |
| ON SEMICONDUCTOR CORP | 0.009573 |  |
| QUALCOMM INC | 0.008486 |  |
| ADEIA INC | 0.008454 |  |
| PINTEREST INC CL A | 0.008164 |  |
| PALO ALTO NETWORKS INC | 0.007356 |  |
| SYNOPSYS INC | 0.007143 |  |
| SALESFORCE INC | 0.007085 |  |
| BLOCK INC CL A | 0.006285 |  |
| F5 INC | 0.005915 |  |
| AIRBNB INC CLASS A | 0.005670 |  |
| ORACLE CORP | 0.005433 |  |
| RINGCENTRAL INC CL A | 0.005075 |  |
| TENABLE HOLDINGS INC | 0.003607 |  |
| BILL HOLDINGS INC | 0.003360 |  |
| COHERENT CORP | 0.003047 | ✓ |
| DELL TECHNOLOGIES INC CL C | 0.003005 |  |
| INTUIT INC | 0.002584 |  |

## Invesco Technology Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.075869 | ✓ |
| ALPHABET INC CL A | 0.052291 | ✓ |
| BROADCOM INC | 0.042639 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.039082 | ✓ |
| MICROSOFT CORP | 0.036744 | ✓ |
| Invesco Private Prime Fund | 0.034135 |  |
| LAM RESEARCH CORP | 0.034086 | ✓ |
| META PLATFORMS INC CL A | 0.030761 | ✓ |
| APPLE INC | 0.029224 | ✓ |
| AMAZON.COM INC | 0.028399 | ✓ |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.024441 |  |
| TERADYNE INC | 0.023116 | ✓ |
| ADV MICRO DEVICE | 0.022507 |  |
| MONGODB INC CL A | 0.022177 |  |
| TTM TECHNOLOGIES INC | 0.021221 |  |
| MONOLITHIC POWER SYS INC | 0.020756 |  |
| ASML Holding NV - NY Reg Shares | 0.020452 |  |
| Nova Measuring Instruments Ltd | 0.019972 |  |
| WESTERN DIGITAL CORP | 0.019541 | ✓ |
| LUMENTUM HOLDINGS INC | 0.018749 |  |
| AMPHENOL CORPORATION CL A | 0.018643 |  |
| ARISTA NETWORKS INC | 0.018548 | ✓ |
| LATTICE SEMICONDUCTOR CORP | 0.018520 |  |
| SNOWFLAKE INC CL A | 0.018248 |  |
| SHOPIFY INC CL A | 0.016534 |  |
| ADV ENERGY INDS | 0.014892 | ✓ |
| FLEX LTD | 0.014761 |  |
| DATADOG INC CL A | 0.013679 |  |
| COMFORT SYSTEMS USA INC | 0.013478 |  |
| Invesco Private Government Fund | 0.013131 |  |
| COHERENT CORP | 0.012906 | ✓ |
| CLOUDFLARE INC-A | 0.012547 |  |
| ENTEGRIS INC | 0.012439 |  |
| KARMAN HOLDINGS INC | 0.011442 |  |
| JFROG LTD | 0.011236 |  |
| IMPINJ INC | 0.010934 |  |
| CURTISS WRIGHT CORPORATION | 0.010845 |  |
| RAMBUS INC | 0.010215 |  |
| SITIME CORP | 0.009809 |  |
| ROCKET LAB CORP | 0.009792 |  |
| BLOOM ENERGY CORP CL A | 0.009633 | ✓ |
| VERTIV HOLDINGS CO | 0.009446 |  |
| SILICON LABS | 0.009404 |  |
| GENERAL ELECTRIC CO | 0.009356 |  |
| TESLA INC | 0.009160 |  |
| MP MATERIALS CORP | 0.009057 |  |
| PALANTIR TECHNOLOGIES INC | 0.008089 |  |
| ROBINHOOD MARKETS INC | 0.007809 |  |
| Invesco Treasury Portfolio, Institutional Class | 0.007063 |  |
| AEROVIRONMENT INC | 0.006651 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-040896` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1352280/000141036826040896/0001410368-26-040896-index.htm>
- N-PORT (fund B) — accession `0000725781-26-000058` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/725781/000072578126000058/0000725781-26-000058-index.htm>

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