Columbia Select Technology ETF (SEMI) is a semiconductor ETF. As of October 9, 2026, ETF Copilot scores SEMI 8.0 out of 10 — highest on Quality (10.0), lowest on Risk (1.3). Its ten largest holdings are 64% of the fund.
What stands out in SEMI's data
Technology and technology-related companies of any size, including semiconductors.
Trades at a valuation in line with the peer group — the edge comes from what the companies earn, not what they cost.
Its trailing EBITDA multiple of 24.9x sits near the category median of 25.2x. Return on equity of 50.0% and return on invested capital of 39.8% are both exceptionally high.
A concentrated sleeve that adds broad technology exposure alongside other portfolio holdings.
Why did SEMI move this week? It fell 1.0% in the week to October 9, 2026 — Lam Research and Micron Technology drove it
SEMI fell 1.0% in the week to October 9, 2026. The holdings that moved it most were Lam Research (−8.2%), Micron Technology (−4.3%) and Nvidia (−2.0%); Microsoft (+3.4%) pushed the other way.
How is SEMI rated? ETF Copilot scores Columbia Select Technology ETF (SEMI) 8.0 out of 10
As of October 9, 2026, ETF Copilot scores Columbia Select Technology ETF (SEMI) 8.0 out of 10 overall.
ETF Copilot scores (0–10 scale, higher is better):
- Overall: 8.0 / 10
- Growth: 9.8 / 10
- Value: 8.9 / 10
- Risk: 1.3 / 10
- Quality: 10.0 / 10
- Return: 9.0 / 10
What's inside SEMI? 87% Tech
What's inside SEMI: Size (Large 100%, Mid 0%, Small 0%); Geography (International 11%, US 89%); Tech 87.1%; Magnificent 7 38.3%; AI 41.8%; Semiconductors 53.8%; Memory 41.5%.
What are SEMI's top holdings? The ten largest are 64% of the fund
Nvidia, Apple, Micron Technology, Broadcom, Lam Research, Microsoft, Taiwan Semiconductor, Alphabet, Amazon.com and ASML are SEMI's largest holdings, in that order.
More concentrated than 72% of Semiconductors ETFs.
Half of SEMI's weight sits in its 7 largest positions, and once those weights are taken into account it behaves like 18 equally weighted holdings.
What is SEMI's expense ratio? 0.75% a year
As of October 9, 2026, SEMI charges 0.75% a year, yields 3.41% and holds $46M in assets across 36 positions.
| Measure | SEMI |
|---|---|
| Expense ratio | 0.75% |
| Dividend yield | 3.41% |
| Assets under management | $46M |
| Holdings | 36 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Cite this
ETF Copilot, “Columbia Select Technology ETF (SEMI) scores and holdings analysis”, as of October 9, 2026.
https://etf-copilot.com/etf/semi
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