SLMCX Holdings List

As of Jun 30, 2024

No.	Symbol	Name	% Weight	Shares
1	LRCX	Lam Research Corporation	5.55%	703,078
2	AVGO	Broadcom Inc.	5.30%	445,592
3	MSFT	Microsoft Corporation	5.09%	1,536,050
4	n/a	Columbia Short-Term Cash	4.93%	663,103,860
5	NVDA	NVIDIA Corporation	4.52%	4,932,750
6	AAPL	Apple Inc	4.38%	2,803,500
7	GOOGL	Alphabet Inc.	3.95%	2,926,180
8	AMAT	Applied Materials, Inc.	3.27%	1,870,211
9	EBAY	eBay Inc.	2.85%	7,158,474
10	GDDY	GoDaddy Inc.	2.82%	2,718,966
11	AMZN	Amazon.com, Inc.	2.59%	1,810,900
12	META	Meta Platforms, Inc.	2.42%	648,750
13	TER	Teradyne, Inc.	2.40%	2,180,992
14	ORCL	Oracle Corporation	2.33%	2,230,176
15	GEN	Gen Digital Inc.	2.33%	12,563,808
16	NTAP	NetApp, Inc.	2.30%	2,409,429
17	BE	Bloom Energy Corporation	2.29%	25,298,842
18	V	Visa Inc.	2.28%	1,173,125
19	GOOG	Alphabet Inc.	2.09%	1,534,960
20	SYNA	Synaptics Incorporated	1.88%	2,879,075
21	DBX	Dropbox, Inc.	1.80%	10,783,709
22	MRVL	Marvell Technology, Inc.	1.79%	3,454,774
23	6723.T	Renesas Electronics Corp	1.71%	12,189,700
24	GPN	Global Payments Inc.	1.69%	2,360,459
25	ON	ON Semiconductor Corporation	1.63%	3,208,075
26	SNPS	Synopsys, Inc.	1.62%	367,492
27	WDC	Western Digital Corporation	1.56%	2,780,046
28	FFIV	F5, Inc.	1.52%	1,191,429
29	NXPI	NXP Semiconductors N.V.	1.51%	759,500
30	CMCSA	Comcast Corporation	1.30%	4,488,924
31	AEIS	Advanced Energy Industries, Inc.	1.28%	1,593,463
32	PANW	Palo Alto Networks, Inc.	1.12%	444,110
33	ANET	Arista Networks, Inc.	1.11%	426,544
34	FI	Fiserv, Inc.	1.04%	944,357
35	CCI	Crown Castle Inc.	1.03%	1,418,217
36	AMT	American Tower Corporation	1.00%	697,595
37	DIS	The Walt Disney Company	1.00%	1,364,200
38	CRM	Salesforce, Inc.	0.86%	453,874
39	ADI	Analog Devices, Inc.	0.86%	508,952
40	RNG	RingCentral, Inc.	0.85%	4,056,158
41	TMUS	T-Mobile US, Inc.	0.83%	634,415
42	SMTC	Semtech Corporation	0.71%	3,214,600
43	ADEA	Adeia Inc.	0.64%	7,726,106
44	TENB	Tenable Holdings, Inc.	0.59%	1,835,627
45	FOUR	Shift4 Payments, Inc.	0.57%	1,044,200
46	PINS	Pinterest, Inc.	0.50%	1,533,656
47	LYFT	Lyft, Inc.	0.50%	4,776,400
48	JNPR	Juniper Networks, Inc.	0.46%	1,687,700
49	MTCH	Match Group, Inc.	0.41%	1,803,800
50	ANSS	ANSYS, Inc.	0.40%	167,800

As of Jun 30, 2024

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Asset Allocation

Asset Class	% Weight
Stocks	94.97%
Cash	5.03%

Sector Breakdown

Sector	% Weight
Information Technology	82.04%
Communication Services	7.93%
Other	5.29%
Industrials	2.60%
Consumer Discretionary	1.99%
Health Care	0.15%

Country Breakdown

Sector	% Weight
United States	96.54%
Netherlands	1.25%
Other	1.12%
Japan	1.09%