# Portfolio overlap — FCYIX vs FSLEX

Comparing **Select Industrials Portfolio** (2025-08-31) and **Fidelity Environment and Alternative Energy Fund** (2026-02-28).

- Shared positions: 17
- Select Industrials Portfolio covered by Fidelity Environment and Alternative Energy Fund: 0.2043215567403072326562851736
- Fidelity Environment and Alternative Energy Fund covered by Select Industrials Portfolio: 0.2043215567403072326562851735

## Select Industrials Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| GENERAL ELECTRIC CO | 0.079511 |  |
| GE VERNOVA LLC | 0.063105 | ✓ |
| HOWMET AEROSPACE INC | 0.054403 |  |
| BOEING CO/THE | 0.050654 |  |
| PARKER HANNIFIN CORP | 0.042056 | ✓ |
| TRANE TECHNOLOGIES PLC | 0.040824 | ✓ |
| EATON CORP PLC | 0.037401 | ✓ |
| INGERSOLL RAND INC | 0.028577 | ✓ |
| TRANSDIGM GROUP INC | 0.028518 |  |
| DEERE & CO | 0.028254 |  |
| ITT INC | 0.028228 | ✓ |
| UNITED RENTALS INC | 0.026652 |  |
| UBER TECHNOLOGIES INC | 0.025653 |  |
| AMETEK INC NEW | 0.025625 |  |
| CINTAS CORP | 0.024599 |  |
| DOVER CORP | 0.023405 |  |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.021684 | ✓ |
| QUANTA SVCS INC | 0.021111 |  |
| 3M CO | 0.020154 | ✓ |
| WASTE CONNECTIONS INC | 0.019819 |  |
| UNION PACIFIC CORP | 0.019533 | ✓ |
| CUMMINS INC | 0.019444 | ✓ |
| AXON ENTERPRISE INC | 0.018805 |  |
| LEIDOS HOLDINGS INC | 0.017783 |  |
| GENERAL DYNAMICS CORPORATION | 0.017747 |  |
| JOHNSON CONTROLS INTERNATIONAL PLC | 0.014945 | ✓ |
| CORE & MAIN IN-A | 0.013744 | ✓ |
| XPO LOGISTICS INC | 0.012598 |  |
| Fidelity Securities Lending Cash Central Fund | 0.012345 | ✓ |
| CATERPILLAR INC | 0.012122 |  |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | 0.012012 |  |
| HEICO CORP CL A | 0.011726 |  |
| SIMPSON MFG | 0.011120 |  |
| OLD DOMINION FRT | 0.011007 |  |
| WW GRAINGER INC | 0.010975 |  |
| CARLISLE COS INC | 0.010845 |  |
| COMFORT SYSTEMS USA INC | 0.010670 | ✓ |
| RTX CORP | 0.010500 |  |
| CHART INDUSTRIES INC | 0.009213 |  |
| KBR INC | 0.007880 | ✓ |
| REGAL REXNORD CORP | 0.007756 |  |
| VERTIV HOLDINGS CO | 0.007049 |  |
| WATSCO INC | 0.006340 |  |
| EAGLE MATERIALS INC | 0.006156 |  |
| Fidelity Cash Central Fund | 0.005677 | ✓ |
| CSX CORP | 0.002728 | ✓ |
| ALLISON TRANSMISSION HLDGS INC | 0.002515 |  |
| ROCKET LAB CORP | 0.002492 |  |
| CH ROBINSON WORLDWIDE INC | 0.001967 |  |
| RBC BEARINGS INC | 0.001788 |  |

## Fidelity Environment and Alternative Energy Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TESLA INC | 0.083084 |  |
| MICROSOFT CORP | 0.069739 |  |
| CISCO SYSTEMS INC | 0.039374 |  |
| PROLOGIS INC REIT | 0.035639 |  |
| LINDE PLC | 0.034817 |  |
| NXP SEMICONDUCTORS NV | 0.034706 |  |
| EATON CORP PLC | 0.034526 | ✓ |
| NEXTERA ENERGY INC | 0.034152 |  |
| SIEMENS ENERGY AG | 0.034010 |  |
| ANALOG DEVICES INC | 0.033688 |  |
| ARISTA NETWORKS INC | 0.033231 |  |
| INTL BUS MACH CORP | 0.030957 |  |
| TRANE TECHNOLOGIES PLC | 0.023343 | ✓ |
| CSX CORP | 0.022149 | ✓ |
| PENTAIR PLC | 0.021668 |  |
| CUMMINS INC | 0.020756 | ✓ |
| REPUBLIC SVCS | 0.019519 |  |
| JOHNSON CONTROLS INTERNATIONAL PLC | 0.018841 | ✓ |
| KBR INC | 0.017114 | ✓ |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.015443 | ✓ |
| ACUITY INC | 0.015000 |  |
| WILLSCOT MOBILE MINI HOLDINGS CORP | 0.014858 |  |
| Fidelity Cash Central Fund | 0.013441 | ✓ |
| SEVERN TRENT | 0.013170 |  |
| PARKER HANNIFIN CORP | 0.011438 | ✓ |
| EMCOR GROUP INC | 0.011345 |  |
| ENTERGY CORP | 0.011336 |  |
| INGERSOLL RAND INC | 0.010950 | ✓ |
| 3M CO | 0.010637 | ✓ |
| ITT INC | 0.010533 | ✓ |
| EMERSON ELECTRIC CO | 0.010209 |  |
| ATI INC | 0.009750 |  |
| COMFORT SYSTEMS USA INC | 0.009689 | ✓ |
| WATTS WATER TECH INC CL A | 0.009533 |  |
| FIRST SOLAR INC | 0.009531 |  |
| CORE & MAIN IN-A | 0.009452 | ✓ |
| CARPENTER TECHNOLOGY CORP | 0.009374 |  |
| MONTROSE ENVIRONMENTAL GROUP INC | 0.008969 |  |
| WOODWARD INC | 0.008558 |  |
| COHERENT CORP | 0.008400 |  |
| CLEAN HARBORS INC | 0.008235 |  |
| TOPBUILD CORP | 0.008127 |  |
| VULCAN MATERIALS CO | 0.007462 |  |
| GE VERNOVA LLC | 0.007217 | ✓ |
| BAKER HUGHES CO | 0.007040 |  |
| EQUINIX INC | 0.006574 |  |
| STEEL DYNAMICS INC | 0.006182 |  |
| FORGENT POWER SOLUTIONS INC | 0.006048 |  |
| VISTRA CORP | 0.006036 |  |
| ADVANCED DRAINAGE SYSTEMS INC | 0.005924 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-25-001467` (as of 2025-08-31)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540225001467/0000035402-25-001467-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002578` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002578/0000035402-26-002578-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_