# Portfolio overlap — FSLEX vs FIDU

Comparing **Fidelity Environment and Alternative Energy Fund** (2026-02-28) and **Fidelity MSCI Industrials Index ETF** (2026-04-30).

- Shared positions: 36
- Fidelity Environment and Alternative Energy Fund covered by Fidelity MSCI Industrials Index ETF: 0.1965355893026146280816486905
- Fidelity MSCI Industrials Index ETF covered by Fidelity Environment and Alternative Energy Fund: 0.1965355893026146280816486905

## 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 | ✓ |

## Fidelity MSCI Industrials Index ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CATERPILLAR INC | 0.059581 |  |
| GENERAL ELECTRIC CO | 0.043744 |  |
| GE VERNOVA LLC | 0.042049 | ✓ |
| RTX CORP | 0.033767 |  |
| BOEING CO/THE | 0.025653 |  |
| EATON CORP PLC | 0.024056 | ✓ |
| UNION PACIFIC CORP | 0.022864 | ✓ |
| DEERE & CO | 0.021677 |  |
| UBER TECHNOLOGIES INC | 0.021066 |  |
| HONEYWELL INTL INC | 0.019464 |  |
| VERTIV HOLDINGS CO | 0.017067 |  |
| PARKER HANNIFIN CORP | 0.016415 | ✓ |
| TRANE TECHNOLOGIES PLC | 0.015621 | ✓ |
| QUANTA SVCS INC | 0.015524 |  |
| LOCKHEED MARTIN CORP | 0.015429 |  |
| WASTE MANAGEMENT INC | 0.013401 |  |
| HOWMET AEROSPACE INC | 0.013278 |  |
| CUMMINS INC | 0.013249 | ✓ |
| FEDEX CORP | 0.012886 |  |
| JOHNSON CONTROLS INTERNATIONAL PLC | 0.012785 | ✓ |
| AUTOMATIC DATA PROCESSING INC | 0.012261 |  |
| CSX CORP | 0.012101 | ✓ |
| UNITED PARCEL SERVICE INC CL B | 0.011500 |  |
| GENERAL DYNAMICS CORPORATION | 0.011308 |  |
| EMERSON ELECTRIC CO | 0.011286 | ✓ |
| NORTHROP GRUMMAN CORP | 0.011237 |  |
| 3M CO | 0.011133 | ✓ |
| ILLINOIS TOOL WORKS INC | 0.010171 |  |
| NORFOLK SOUTHERN CORP | 0.010137 |  |
| TRANSDIGM GROUP INC | 0.009345 |  |
| COMFORT SYSTEMS USA INC | 0.009286 | ✓ |
| BLOOM ENERGY CORP CL A | 0.009106 | ✓ |
| CINTAS CORP | 0.008994 |  |
| PACCAR INC | 0.008925 |  |
| UNITED RENTALS INC | 0.008736 |  |
| L3HARRIS TECHNOLOGIES INC | 0.008576 |  |
| AMETEK INC NEW | 0.007754 |  |
| WW GRAINGER INC | 0.007502 |  |
| FERGUSON ENTERPRISES INC | 0.007488 | ✓ |
| FASTENAL CO | 0.007378 |  |
| CARRIER GLOBAL CORP | 0.007283 | ✓ |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.006600 | ✓ |
| ROCKWELL AUTOMATION INC | 0.006577 |  |
| REPUBLIC SVCS | 0.006485 | ✓ |
| WASTE CONNECTIONS INC | 0.006032 |  |
| OLD DOMINION FRT | 0.005718 |  |
| EMCOR GROUP INC | 0.005711 | ✓ |
| ROCKET LAB CORP | 0.005674 |  |
| INGERSOLL RAND INC | 0.004514 | ✓ |
| DOVER CORP | 0.004443 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002578` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002578/0000035402-26-002578-index.htm>
- N-PORT (fund B) — accession `0001410368-26-063878` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/945908/000141036826063878/0001410368-26-063878-index.htm>

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