Columbia Seligman Global Technology Fund Q4 2025 Commentary

Columbia Threadneedle Investments1.01K FollowersFollow5ShareSavePlay(11min)CommentsSummaryInstitutional Class shares of Columbia Seligman Global Technology Fund returned 4.96% for the fourth quarter, outperforming the MSCI World Information Technology Index which returned 1.37%.Stock selection within semiconductors & semiconductor equipment; technology hardware, storage & peripherals; and electronic equipment, instruments & components contributed positively to performance relative to the benchmark.Positive fourth-quarter return was primarily a function of better-than-expected economic growth, robust corporate earnings results and inflation that largely remained below an annualized rate of 3%.Portfolio holding in semiconductor equipment manufacturer Lam Research contributed significantly to positive performance, as the stock performed exceptionally well during the quarter.Favorable Fed policy with the potential for additional rate cuts could support capital spending and technology investment in growth segments like AI and semiconductors. Arron Jones/iStock via Getty Images Fund performance Institutional Class shares of Columbia Seligman Global Technology Fund returned 4.96% for the fourth quarter. The fund's benchmark, the MSCI World Information Technology Index - Net (the index) returned 1.37% for the same period. This article was written byColumbia Threadneedle Investments1.01K FollowersFollowColumbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world.

Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE: AMP). For more information please visit columbiathreadneedleus.com.