# Portfolio overlap — FDCPX vs VCSTX

Comparing **Select Tech Hardware Portfolio** (2026-02-28) and **Science & Technology Fund** (2026-02-28).

- Shared positions: 11
- Select Tech Hardware Portfolio covered by Science & Technology Fund: 0.2184287959874451748768961151
- Science & Technology Fund covered by Select Tech Hardware Portfolio: 0.2184287959874451748768961150

## Select Tech Hardware Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SAMSUNG ELECTRONICS CO LTD | 0.151240 | ✓ |
| WESTERN DIGITAL CORP | 0.086885 | ✓ |
| CISCO SYSTEMS INC | 0.086844 | ✓ |
| ARISTA NETWORKS INC | 0.071059 | ✓ |
| APPLE INC | 0.059807 | ✓ |
| MOTOROLA SOLUTIONS INC | 0.049208 |  |
| TSMC | 0.042963 |  |
| SONY GROUP CORP | 0.041046 |  |
| NINTENDO CO LTD | 0.036782 |  |
| DELL TECHNOLOGIES INC CL C | 0.034408 |  |
| SANDISK CORPORATION | 0.034258 | ✓ |
| CIENA CORP | 0.033161 | ✓ |
| KEYSIGHT TECHNOLOGIES INC | 0.028251 |  |
| GARMIN LTD | 0.027591 |  |
| PANASONIC HOLDIN | 0.023136 |  |
| NOKIA OYJ | 0.021877 |  |
| MICROSOFT CORP | 0.021448 | ✓ |
| ALPHABET INC CL A | 0.020474 | ✓ |
| SK HYNIX INC | 0.019744 |  |
| XIAOMI CORP-W | 0.018405 |  |
| TD SYNNEX CORP | 0.016698 |  |
| PURE STORAGE INC CL A | 0.015163 |  |
| PALO ALTO NETWORKS INC | 0.010260 | ✓ |
| AMAZON.COM INC | 0.009456 | ✓ |
| OSI SYSTEMS INC | 0.007347 |  |
| MIRION TECHNOLOGIES INC-A | 0.005826 |  |
| IBIDEN CO LTD | 0.005448 |  |
| Fidelity Cash Central Fund | 0.004646 |  |
| HOYA CORP | 0.004528 |  |
| ACCTON TECH | 0.004253 |  |
| Fidelity Securities Lending Cash Central Fund | 0.003554 |  |
| Montage Technology Co Ltd | 0.002363 |  |
| VAST DATA LTD SER E PC PP | 0.001870 |  |

## Science & Technology Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.122312 |  |
| APPLE INC | 0.074184 | ✓ |
| BROADCOM INC | 0.066707 |  |
| MICROSOFT CORP | 0.060441 | ✓ |
| SAMSUNG ELECTRONICS CO LTD | 0.056137 | ✓ |
| ALPHABET INC CL C | 0.051957 |  |
| LAM RESEARCH CORP | 0.029587 |  |
| META PLATFORMS INC CL A | 0.027915 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.026419 |  |
| MICRON TECHNOLOGY INC | 0.022300 |  |
| ALPHABET INC CL A | 0.021886 | ✓ |
| AMPHENOL CORPORATION CL A | 0.017321 |  |
| KLA CORP | 0.016950 |  |
| SNOWFLAKE INC CL A | 0.016047 |  |
| LUMENTUM HOLDINGS INC | 0.015945 |  |
| ARISTA NETWORKS INC | 0.015656 | ✓ |
| PALANTIR TECHNOLOGIES INC | 0.013418 |  |
| ANALOG DEVICES INC | 0.013130 |  |
| ADVANTEST CORP | 0.013070 |  |
| MONOLITHIC POWER SYS INC | 0.012303 |  |
| APPLIED MATERIALS INC | 0.012009 |  |
| CROWDSTRIKE HOLDINGS INC | 0.011763 |  |
| WESTERN DIGITAL CORP | 0.011576 | ✓ |
| KRANESH CSI CHINA INTERNET MUTUAL FUND | 0.010849 |  |
| PALO ALTO NETWORKS INC | 0.009570 | ✓ |
| AMAZON.COM INC | 0.008915 | ✓ |
| ELITE MATERIAL | 0.008466 |  |
| SANDISK CORPORATION | 0.008341 | ✓ |
| TESLA INC | 0.008129 |  |
| SHOPIFY INC CL A | 0.007957 |  |
| COHERENT CORP | 0.007846 |  |
| ORACLE CORP | 0.007798 |  |
| VERTIV HOLDINGS CO | 0.007621 |  |
| SIEMENS ENERGY AG | 0.007593 |  |
| SOFTBANK GROUP CORP | 0.007504 |  |
| CLOUDFLARE INC-A | 0.007447 |  |
| MONGODB INC CL A | 0.007010 |  |
| RUBRIK INC-A | 0.006997 |  |
| GOLD CIRCUIT | 0.006978 |  |
| SPOTIFY TECHNOLOGY SA | 0.006770 |  |
| ADV MICRO DEVICE | 0.006491 |  |
| ASML Holding NV | 0.006089 |  |
| ADV ENERGY INDS | 0.005751 |  |
| BLOOM ENERGY CORP CL A | 0.005565 |  |
| BWX TECHNOLOGIES INC | 0.005483 |  |
| AKAMAI TECHNOLOGIES INC | 0.005225 |  |
| TAKE-TWO INTERACTV SOFTWR INC | 0.005131 |  |
| CELESTICA INC SUB VTG | 0.004821 |  |
| NXP SEMICONDUCTORS NV | 0.004681 |  |
| CORNING INC | 0.004502 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002670` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002670/0000035402-26-002670-index.htm>
- N-PORT (fund B) — accession `0001410368-26-041604` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/719423/000141036826041604/0001410368-26-041604-index.htm>

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