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CSGAX vs SLMCX

Shared holdings
53
CSGAX covered by SLMCX
88.30%
SLMCX covered by CSGAX
88.30%

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)

SecurityWeight
BLOOM ENERGY CORP CL A12.36%
LAM RESEARCH CORP8.09%
NVIDIA CORP5.48%
ALPHABET INC CL A4.81%
WESTERN DIGITAL CORP4.80%
BROADCOM INC4.31%
APPLIED MATERIALS INC3.74%
MICROSOFT CORP3.50%
APPLE INC3.11%
MARVELL TECHNOLOGY INC3.06%
TERADYNE INC2.18%
ALPHABET INC CL C2.00%
VISA INC-CLASS A1.82%
SYNAPTICS INC1.61%
ARISTA NETWORKS INC1.58%
NETAPP INC1.49%
CISCO SYSTEMS INC1.49%
META PLATFORMS INC CL A1.49%
GEN DIGITAL INC1.43%
SEMTECH CORP1.38%
RENESAS ELECTRON1.38%
NXP SEMICONDUCTORS NV1.36%
ORACLE CORP1.34%
HEWLETT PACKARD ENTERPRISE CO1.34%
GLOBAL PAYMENTS INC1.33%
SALESFORCE INC1.31%
AMAZON.COM INC1.19%
TAIWAN SEMIC MFG CO LTD SP ADR1.12%
ADV ENERGY INDS1.08%
MATCH GROUP INC1.07%
LYFT INC-A0.97%
ON SEMICONDUCTOR CORP0.95%
QUALCOMM INC0.92%
WIX.COM LTD0.89%
PINTEREST INC CL A0.88%
SYNOPSYS INC0.88%
GODADDY INC CL A0.84%
CHECK POINT SOFTWARE TECHS LTD0.78%
ADEIA INC0.74%
EBAY INC0.66%
BLOCK INC CL A0.62%
F5 INC0.61%
PALO ALTO NETWORKS INC0.58%
AIRBNB INC CLASS A0.56%
DROPBOX INC CL A0.53%
RINGCENTRAL INC CL A0.49%
COLUMBIA SHORT TERM CASH FUND0.47%
RIGAKU HOLDINGS0.46%
DOCUSIGN INC0.45%
KULICKE and SOFFA INDUSTRIES INC0.43%

SLMCX (Feb. 28, 2026)

SecurityWeight
BLOOM ENERGY CORP CL A10.62%
LAM RESEARCH CORP7.90%
COLUMBIA SHORT TERM CASH FUND5.01%
APPLIED MATERIALS INC4.83%
WESTERN DIGITAL CORP4.70%
NVIDIA CORP4.70%
BROADCOM INC4.46%
ALPHABET INC CL A4.33%
MARVELL TECHNOLOGY INC4.08%
MICROSOFT CORP3.02%
APPLE INC2.96%
TERADYNE INC2.26%
ALPHABET INC CL C2.17%
VISA INC-CLASS A1.82%
SYNAPTICS INC1.82%
GLOBAL PAYMENTS INC1.63%
CISCO SYSTEMS INC1.62%
SEMTECH CORP1.61%
ARISTA NETWORKS INC1.57%
NETAPP INC1.46%
GODADDY INC CL A1.44%
LYFT INC-A1.43%
WIX.COM LTD1.40%
TAIWAN SEMIC MFG CO LTD SP ADR1.34%
HEWLETT PACKARD ENTERPRISE CO1.34%
GEN DIGITAL INC1.31%
ADV ENERGY INDS1.24%
META PLATFORMS INC CL A1.15%
RENESAS ELECTRON1.13%
AMAZON.COM INC1.10%
NXP SEMICONDUCTORS NV1.07%
MATCH GROUP INC1.04%
EBAY INC0.98%
ON SEMICONDUCTOR CORP0.96%
QUALCOMM INC0.85%
ADEIA INC0.85%
PINTEREST INC CL A0.82%
PALO ALTO NETWORKS INC0.74%
SYNOPSYS INC0.71%
SALESFORCE INC0.71%
BLOCK INC CL A0.63%
F5 INC0.59%
AIRBNB INC CLASS A0.57%
ORACLE CORP0.54%
RINGCENTRAL INC CL A0.51%
TENABLE HOLDINGS INC0.36%
BILL HOLDINGS INC0.34%
COHERENT CORP0.30%
DELL TECHNOLOGIES INC CL C0.30%
INTUIT INC0.26%

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