# Portfolio overlap — SCIRX vs RYTIX

Comparing **Columbia Seligman Technology and Information Fund** (2026-02-28) and **Technology Fund** (2026-03-31).

- Shared positions: 35
- Columbia Seligman Technology and Information Fund covered by Technology Fund: 0.3700947136427942905847173441
- Technology Fund covered by Columbia Seligman Technology and Information Fund: 0.3700947136427942905847173442

## 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 | ✓ |

## Technology Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.054822 | ✓ |
| APPLE INC | 0.053282 | ✓ |
| ALPHABET INC CL A | 0.050474 | ✓ |
| MICROSOFT CORP | 0.044184 | ✓ |
| BROADCOM INC | 0.032092 | ✓ |
| META PLATFORMS INC CL A | 0.031903 | ✓ |
| ADV MICRO DEVICE | 0.016419 |  |
| MICRON TECHNOLOGY INC | 0.015805 |  |
| PALANTIR TECHNOLOGIES INC | 0.015573 |  |
| APPLIED MATERIALS INC | 0.014757 | ✓ |
| LAM RESEARCH CORP | 0.014732 | ✓ |
| CISCO SYSTEMS INC | 0.014578 | ✓ |
| ORACLE CORP | 0.013510 | ✓ |
| INTL BUS MACH CORP | 0.013066 |  |
| KLA CORP | 0.012596 |  |
| TEXAS INSTRUMENTS INC | 0.012004 |  |
| INTEL CORP | 0.011935 |  |
| ANALOG DEVICES INC | 0.011278 |  |
| SALESFORCE INC | 0.010794 | ✓ |
| AMPHENOL CORPORATION CL A | 0.010783 |  |
| QUALCOMM INC | 0.010273 | ✓ |
| PALO ALTO NETWORKS INC | 0.009651 | ✓ |
| ARISTA NETWORKS INC | 0.009604 | ✓ |
| INTUIT INC | 0.009489 | ✓ |
| CORNING INC | 0.009333 |  |
| DELL TECHNOLOGIES INC CL C | 0.009134 | ✓ |
| SERVICENOW INC | 0.008902 |  |
| SANDISK CORPORATION | 0.008779 |  |
| MARVELL TECHNOLOGY INC | 0.008768 | ✓ |
| APPLOVIN CORP | 0.008735 |  |
| WESTERN DIGITAL CORP | 0.008614 | ✓ |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.008396 |  |
| ADOBE INC | 0.008345 |  |
| CROWDSTRIKE HOLDINGS INC | 0.008044 |  |
| ASML HOLDING-NY | 0.007750 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.007667 | ✓ |
| CADENCE DESIGN SYSTEMS INC | 0.007529 |  |
| SYNOPSYS INC | 0.007520 | ✓ |
| ARM HOLDINGS LTD | 0.007501 |  |
| NXP SEMICONDUCTORS NV | 0.007486 | ✓ |
| CLOUDFLARE INC-A | 0.007338 |  |
| MOTOROLA SOLUTIONS INC | 0.007153 |  |
| SHOPIFY INC CL A | 0.006835 |  |
| LUMENTUM HOLDINGS INC | 0.006814 |  |
| CIENA CORP | 0.006799 |  |
| ELECTRONIC ARTS INC | 0.006707 |  |
| TERADYNE INC | 0.006201 | ✓ |
| AUTODESK INC | 0.006096 |  |
| FORTINET INC | 0.006047 |  |
| Nebius Group NV, Class A | 0.006000 |  |


## 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 `0000940400-26-022992` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/899148/000094040026022992/0000940400-26-022992-index.htm>

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