# Portfolio overlap — FSTCX vs FIUIX

Comparing **Select Telecommunications Portfolio** (2026-02-28) and **Fidelity Telecom and Utilities Fund** (2026-01-31).

- Shared positions: 7
- Select Telecommunications Portfolio covered by Fidelity Telecom and Utilities Fund: 0.2336034394506191647773407015
- Fidelity Telecom and Utilities Fund covered by Select Telecommunications Portfolio: 0.2336034394506191647773407015

## Select Telecommunications Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VERIZON COMMUNICATIONS INC | 0.224021 | ✓ |
| AT&T INC | 0.214076 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.074612 | ✓ |
| T-MOBILE US INC | 0.059976 | ✓ |
| AST SPACEMOBILE INC | 0.047028 |  |
| GLOBALSTAR INC | 0.040831 |  |
| Fidelity Cash Central Fund | 0.040252 | ✓ |
| IRIDIUM COMMUNICATIONS INC | 0.038005 |  |
| LUMEN TECHNOLOGIES INC | 0.035989 | ✓ |
| LIBERTY LATIN AMERICA LTD CL C | 0.029025 |  |
| UNITI GROUP INC | 0.025124 |  |
| IDT CORP CL B NEW | 0.023974 |  |
| COMCAST CORP CL A | 0.022587 |  |
| GCI LIBERTY INC. - CL C | 0.020231 |  |
| TELEPHONE & DATA | 0.019693 |  |
| US CELLULAR CORP | 0.019079 |  |
| LIBERTY GLOBAL LTD CL A | 0.012401 |  |
| LIBERTY GLOBAL LTD C | 0.012264 |  |
| COGENT COMMUNICATIONS HOLDINGS INC | 0.011458 |  |
| LIBERTY LATIN AMERICA LTD CL A | 0.008911 |  |
| ECHOSTAR CORP CL A | 0.008899 | ✓ |
| ANTERIX INC | 0.005171 |  |
| BANDWIDTH INC-A | 0.002455 |  |
| GCI LIBERTY INC. A | 0.002046 |  |
| SHENANDOAH TELECOM CO | 0.001345 |  |
| SPOK HOLDINGS INC | 0.000547 |  |

## Fidelity Telecom and Utilities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NEXTERA ENERGY INC | 0.115804 |  |
| VERIZON COMMUNICATIONS INC | 0.077876 | ✓ |
| CONSTELLATION ENERGY CORP | 0.061510 |  |
| AT&T INC | 0.060197 | ✓ |
| SEMPRA ENERGY | 0.055002 |  |
| T-MOBILE US INC | 0.051826 | ✓ |
| NRG ENERGY INC | 0.049790 |  |
| VISTRA CORP | 0.044858 |  |
| ENTERGY CORP | 0.040863 |  |
| EXELON CORP | 0.037136 |  |
| XCEL ENERGY INC | 0.036387 |  |
| AMEREN CORP | 0.032949 |  |
| CENTERPOINT ENERGY INC | 0.032700 |  |
| PPL CORPORATION | 0.028163 |  |
| EVERGY INC | 0.027578 |  |
| NISOURCE INC | 0.026393 |  |
| PG&E CORP | 0.026139 |  |
| DUKE ENERGY CORP NEW | 0.024557 |  |
| ECHOSTAR CORP CL A | 0.022190 | ✓ |
| Fidelity Cash Central Fund | 0.017754 | ✓ |
| NEXTRACKER INC CL A | 0.015176 |  |
| Fidelity Securities Lending Cash Central Fund | 0.014561 | ✓ |
| QUANTA SVCS INC | 0.013066 |  |
| GE VERNOVA LLC | 0.012110 |  |
| TALEN ENERGY CORP | 0.010273 |  |
| WASTE CONNECTIONS INC | 0.009451 |  |
| MASTEC INC | 0.008692 |  |
| ALLIANT ENERGY CORPORATION | 0.008643 |  |
| AMERICAN ELECTRIC POWER CO INC | 0.008457 |  |
| SIEMENS ENERGY AG | 0.006841 |  |
| NETFLIX INC | 0.005690 |  |
| AES CORP | 0.003763 |  |
| CATERPILLAR INC | 0.003684 |  |
| LUMEN TECHNOLOGIES INC | 0.002491 | ✓ |
| GFL ENVIRONM-SUB | 0.002464 |  |
| CAMECO CORP | 0.002230 |  |
| BLOOM ENERGY CORP CL A | 0.001537 |  |
| OKLO INC | 0.000770 |  |
| NUSCALE POWER CORP | 0.000430 |  |
| GCI LIBERTY INC CL A ESCROW LINE | 0.000000 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002675` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002675/0000035402-26-002675-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002120` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002120/0000035402-26-002120-index.htm>

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