Columbia Global Technology Growth Fund

Shareclass
Columbia Global Technology Growth Inst2 (CTHRX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Columbia Global Technology Growth Fund

FUND COVERAGE
# of holdings96
% of assets95%
Score
52 / 100
Rank

56.6 percentile

Group: Sector Equity

Rank: #376 out of 865

Grade
C

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

24 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Mastercard Inc Class A
         % of fund invested: 1.51%
         $USD invested: $65.93M
  • 2. Uber Technologies Inc
         % of fund invested: 0.86%
         $USD invested: $37.63M
  • 3. Accenture PLC Class A
         % of fund invested: 0.51%
         $USD invested: $22.29M
  • 4. Autodesk Inc
         % of fund invested: 0.32%
         $USD invested: $13.85M
  • 5. SAP SE ADR
         % of fund invested: 0.56%
         $USD invested: $24.62M
  • 6. Microsoft Corp
         % of fund invested: 8.64%
         $USD invested: $377.64M
  • 7. HubSpot Inc
         % of fund invested: 0.27%
         $USD invested: $11.65M
  • 8. Keysight Technologies Inc
         % of fund invested: 0.21%
         $USD invested: $9.17M
  • 9. Dassault Systemes SE
         % of fund invested: 0.1%
         $USD invested: $4.56M
  • 10. Intuit Inc
         % of fund invested: 1.03%
         $USD invested: $44.95M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 0.85%
         $USD invested: $37.08M
  • 2. Astera Labs Inc
         % of fund invested: 0.37%
         $USD invested: $16.16M
  • 3. Kratos Defense & Security Solutions Inc
         % of fund invested: 0.14%
         $USD invested: $6.05M
  • 4. Roblox Corp Ordinary Shares - Class A
         % of fund invested: 0.23%
         $USD invested: $9.87M
  • 5. Palantir Technologies Inc Ordinary Shares - Class A
         % of fund invested: 0.27%
         $USD invested: $11.82M
  • 6. Vertiv Holdings Co Class A
         % of fund invested: 0.22%
         $USD invested: $9.51M
  • 7. Reddit Inc Class A Shares
         % of fund invested: 0.5%
         $USD invested: $21.85M
  • 8. Keyence Corp
         % of fund invested: 0.28%
         $USD invested: $12.44M
  • 9. AppLovin Corp Ordinary Shares - Class A
         % of fund invested: 0.33%
         $USD invested: $14.24M
  • 10. CrowdStrike Holdings Inc Class A
         % of fund invested: 1.32%
         $USD invested: $57.75M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Columbia Global Technology Growth Fund

Totals

Holdings
Assets
Weight
Prisons
4
$681.11M
16%
     Prisons high risk
1
$25.21M
0.58%
     Private prisons
0
$0
0%
Borders
8
$759.24M
17%
     Borders high risk
2
$37.04M
0.85%
Total
8
$759.24M
17%
Full fund results

Holdings — 8 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$377.64M
8.64%
Prisons
Borders :
$377.64M
8.64%
2.
Alphabet Inc Class A
Prisons
Borders
$151.23M
3.46%
Prisons
Borders :
$151.23M
3.46%
3.
Amazon.com Inc
Prisons
Borders
$127.02M
2.91%
Prisons
Borders :
$127.02M
2.91%
4.
Salesforce Inc
Borders
$30.59M
0.7%
Borders :
$30.59M
0.7%
5.
Motorola Solutions Inc
Prisons
Borders
$25.21M
0.58%
Prisons
Borders :
$25.21M
0.58%
6.
Accenture PLC Class A
Borders
$22.29M
0.51%
Borders :
$22.29M
0.51%
7.
RELX PLC
Borders
$13.42M
0.31%
Borders :
$13.42M
0.31%
8.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$11.82M
0.27%
Borders :
$11.82M
0.27%
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