Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CSGAX vs SEMI
Shared holdings
20
CSGAX covered by SEMI
43.04%
SEMI covered by CSGAX
43.04%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
CSGAX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| BLOOM ENERGY CORP CL A | 12.36% | |
| LAM RESEARCH CORP | 8.09% | |
| NVIDIA CORP | 5.48% | |
| ALPHABET INC CL A | 4.81% | |
| WESTERN DIGITAL CORP | 4.80% | |
| BROADCOM INC | 4.31% | |
| APPLIED MATERIALS INC | 3.74% | |
| MICROSOFT CORP | 3.50% | |
| APPLE INC | 3.11% | |
| MARVELL TECHNOLOGY INC | 3.06% | |
| TERADYNE INC | 2.18% | |
| ALPHABET INC CL C | 2.00% | |
| VISA INC-CLASS A | 1.82% | |
| SYNAPTICS INC | 1.61% | |
| ARISTA NETWORKS INC | 1.58% | |
| NETAPP INC | 1.49% | |
| CISCO SYSTEMS INC | 1.49% | |
| META PLATFORMS INC CL A | 1.49% | |
| GEN DIGITAL INC | 1.43% | |
| SEMTECH CORP | 1.38% | |
| RENESAS ELECTRON | 1.38% | |
| NXP SEMICONDUCTORS NV | 1.36% | |
| ORACLE CORP | 1.34% | |
| HEWLETT PACKARD ENTERPRISE CO | 1.34% | |
| GLOBAL PAYMENTS INC | 1.33% | |
| SALESFORCE INC | 1.31% | |
| AMAZON.COM INC | 1.19% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 1.12% | |
| ADV ENERGY INDS | 1.08% | |
| MATCH GROUP INC | 1.07% | |
| LYFT INC-A | 0.97% | |
| ON SEMICONDUCTOR CORP | 0.95% | |
| QUALCOMM INC | 0.92% | |
| WIX.COM LTD | 0.89% | |
| PINTEREST INC CL A | 0.88% | |
| SYNOPSYS INC | 0.88% | |
| GODADDY INC CL A | 0.84% | |
| CHECK POINT SOFTWARE TECHS LTD | 0.78% | |
| ADEIA INC | 0.74% | |
| EBAY INC | 0.66% | |
| BLOCK INC CL A | 0.62% | |
| F5 INC | 0.61% | |
| PALO ALTO NETWORKS INC | 0.58% | |
| AIRBNB INC CLASS A | 0.56% | |
| DROPBOX INC CL A | 0.53% | |
| RINGCENTRAL INC CL A | 0.49% | |
| COLUMBIA SHORT TERM CASH FUND | 0.47% | |
| RIGAKU HOLDINGS | 0.46% | |
| DOCUSIGN INC | 0.45% | |
| KULICKE and SOFFA INDUSTRIES INC | 0.43% |
SEMI (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 17.63% | |
| BROADCOM INC | 9.27% | |
| APPLE INC | 8.51% | |
| MICROSOFT CORP | 7.69% | |
| LAM RESEARCH CORP | 6.74% | |
| ALPHABET INC CL A | 4.94% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 4.33% | |
| AMAZON.COM INC | 3.77% | |
| MICRON TECHNOLOGY INC | 3.74% | |
| META PLATFORMS INC CL A | 3.15% | |
| ASML HOLDING-NY | 3.12% | |
| APPLIED MATERIALS INC | 2.43% | |
| GOLDMAN FINANCIAL SQ PRIME OBLIG | 2.04% | |
| VISA INC-CLASS A | 1.99% | |
| SYNOPSYS INC | 1.82% | |
| MASTERCARD INC CL A | 1.70% | |
| CROWDSTRIKE HOLDINGS INC | 1.44% | |
| ANALOG DEVICES INC | 1.21% | |
| NETFLIX INC | 1.20% | |
| ORACLE CORP | 1.16% | |
| SHOPIFY INC CL A | 0.98% | |
| ARISTA NETWORKS INC | 0.96% | |
| INTUIT INC | 0.90% | |
| CISCO SYSTEMS INC | 0.89% | |
| WESTERN DIGITAL CORP | 0.89% | |
| AMPHENOL CORPORATION CL A | 0.85% | |
| NXP SEMICONDUCTORS NV | 0.79% | |
| UBER TECHNOLOGIES INC | 0.77% | |
| ADV MICRO DEVICE | 0.77% | |
| PALO ALTO NETWORKS INC | 0.72% | |
| SERVICENOW INC | 0.68% | |
| CADENCE DESIGN SYSTEMS INC | 0.67% | |
| INTL BUS MACH CORP | 0.62% | |
| ROBINHOOD MARKETS INC | 0.60% | |
| MARVELL TECHNOLOGY INC | 0.58% | |
| SNOWFLAKE INC CL A | 0.44% |
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