# Portfolio overlap — FDHT vs FSMEX

Comparing **Fidelity Digital Health ETF** (2025-09-30) and **Select Medical Technology and Devices Portfolio** (2026-02-28).

- Shared positions: 8
- Fidelity Digital Health ETF covered by Select Medical Technology and Devices Portfolio: 0.1655427645112713968924178108
- Select Medical Technology and Devices Portfolio covered by Fidelity Digital Health ETF: 0.1655427645112713968924178107

## Fidelity Digital Health ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VEEVA SYSTEMS-A | 0.049677 | ✓ |
| GE HEALTHCARE TECHNOLOGIES INC WI | 0.045636 | ✓ |
| INTUITIVE SURGICAL INC | 0.044310 | ✓ |
| KONINKLIJKE PHIL | 0.043317 |  |
| INSULET CORP | 0.040212 | ✓ |
| SIEMENS HEALTHINEERS AG COMMON STOCK | 0.038705 |  |
| DEXCOM INC | 0.037600 |  |
| HIMS & HERS HEAL | 0.036308 |  |
| FISHER & PAYKEL | 0.034672 |  |
| PRO MEDICUS LTD | 0.034118 |  |
| DOXIMITY INC-A | 0.032499 | ✓ |
| JD HEALTH INTERN | 0.030852 |  |
| MASIMO CORP | 0.027152 | ✓ |
| MAXIMUS INC | 0.024479 |  |
| ALIBABA HEALTH | 0.024005 |  |
| IRHYTHM TECHNOLOGIES INC | 0.023817 | ✓ |
| SECTRA AB-B | 0.022183 |  |
| APPLE INC | 0.021274 |  |
| WAYSTAR HOLDING CORP | 0.019541 | ✓ |
| THE CIGNA GROUP | 0.019039 |  |
| PREMIER INC-CL A | 0.017989 |  |
| NIHON KOHDEN | 0.016315 |  |
| CORVEL CORP | 0.015808 |  |
| CLEARPOINT NEURO INC | 0.015792 |  |
| INSPIRE MEDICAL SYSTEMS INC | 0.015520 |  |
| PING AN HEALTHCA | 0.015490 |  |
| SHOP APOTHEKE EU | 0.014781 |  |
| CATAPULT SPORTS | 0.014679 |  |
| NOVOCURE LTD | 0.014648 |  |
| TELADOC HEALTH INC | 0.014279 |  |
| OMNICELL INC | 0.013715 |  |
| ASTRANA HEALTH INC | 0.012773 |  |
| PHREESIA INC | 0.011812 |  |
| RaySearch Laboratories AB (publ) | 0.011764 |  |
| JMDC INC | 0.011600 |  |
| TANDEM DIABETES CARE INC | 0.011489 |  |
| EVOLENT HEALTH INC A | 0.011348 |  |
| HEALTHSTREAM INC | 0.010910 |  |
| YIDU TECH INC | 0.010233 |  |
| TALKSPACE INC CL A | 0.009084 |  |
| OPTIMIZERX CORP | 0.008904 |  |
| GUARDIAN PHARMACY SERVICES INC | 0.008842 |  |
| ZUR ROSE GROUP A | 0.008791 |  |
| GOODRX HOLDINGS INC | 0.008662 |  |
| SENSEONICS HOLDINGS INC | 0.008187 |  |
| LIFEMD INC | 0.008127 |  |
| DELCATH SYSTEMS | 0.007994 |  |
| TRUBRIDGE INC | 0.007521 |  |
| MULTIPLAN CORP CL A | 0.007233 |  |
| HEALTH CATALYST INC | 0.006310 |  |

## Select Medical Technology and Devices Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| DANAHER CORP | 0.136574 |  |
| BOSTON SCIENTIFIC CORP | 0.123513 |  |
| THERMO FISHER SCIENTIFIC INC | 0.095922 |  |
| INTUITIVE SURGICAL INC | 0.087149 | ✓ |
| EDWARDS LIFESCIENCES CORP | 0.056065 |  |
| STRYKER CORP | 0.049499 |  |
| ABBOTT LABS | 0.048907 |  |
| MASIMO CORP | 0.026978 | ✓ |
| VEEVA SYSTEMS-A | 0.026402 | ✓ |
| INSULET CORP | 0.024391 | ✓ |
| IQVIA HOLDINGS INC | 0.022106 |  |
| WAYSTAR HOLDING CORP | 0.019731 | ✓ |
| REPLIGEN CORP | 0.019098 |  |
| BIO-TECHNE CORP | 0.017506 |  |
| WATERS CORP | 0.015794 |  |
| Sartorius Stedim Biotech S.A. | 0.015454 |  |
| BECTON DICKINSON and CO | 0.015418 |  |
| CARIS LIFE SCIENCES INC | 0.014940 |  |
| MEDLINE INC-A | 0.013575 |  |
| IRHYTHM TECHNOLOGIES INC | 0.013522 | ✓ |
| 10X GENOMICS INC | 0.012459 |  |
| NATERA INC | 0.011431 |  |
| PENUMBRA INC | 0.011354 |  |
| VERACYTE INC | 0.010631 |  |
| GUARDANT HEALTH INC | 0.010577 |  |
| AGILENT TECHNOLOGIES INC | 0.010004 |  |
| GE HEALTHCARE TECHNOLOGIES INC WI | 0.009724 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.009266 |  |
| KARDIUM SRE D-7 PC PP (REDOMICILE CLOSING AUGUST 2025) | 0.009220 |  |
| LIFESTANCE HEALTH GROUP INC | 0.007161 |  |
| KESTRA MEDICAL TECHNOLOGIES INC | 0.006396 |  |
| Fidelity Cash Central Fund | 0.006155 |  |
| HEARTFLOW INC | 0.005854 |  |
| METTLER-TOLEDO INTL INC | 0.004806 |  |
| ELEMENT BIOSCIENCES INC SER D PC PP | 0.004699 |  |
| BRUKER CORP | 0.003967 |  |
| OMADA HEALTH INC | 0.003374 |  |
| SHOULDER INNOVATIONS INC(180 Day Lockup) | 0.003260 |  |
| FREENOME HOLDINGS INC SER D PC PP | 0.003219 |  |
| 10X GENOMICS INC CL B 144A | 0.002487 |  |
| ALEDADE INC SER F PC PP | 0.001737 |  |
| GALVANIZE THERAPEUTICS SER C-1 PC PERP PP | 0.001712 |  |
| ICU MEDICAL INC | 0.001655 |  |
| MANUS BIO INC SER ONE-6 PC PP | 0.001570 |  |
| DNA SCRIPT SAS SER C PC PP | 0.001386 |  |
| ASIMOV INC SER B PC PP | 0.000695 |  |
| DOXIMITY INC-A | 0.000674 | ✓ |
| SALUDA MEDICAL INC WT PP | 0.000596 |  |
| DMED BIOPHARMACEUTICAL CO LTD SER C PC PP | 0.000471 |  |
| SALUDA MEDICAL INC CDI | 0.000407 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-25-002122` (as of 2025-09-30)
  <https://www.sec.gov/Archives/edgar/data/945908/000003540225002122/0000035402-25-002122-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002674` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002674/0000035402-26-002674-index.htm>

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