FundWatcher
FSLEX
Fidelity Environment and Alternative Energy Fund
Fidelity Select Portfolios

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Nov 30, 2025 → Feb 28, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
ITT INC 0 33,700 33,700 1.05% $6.82M
FORGENT POWER SOLUTIONS INC 0 113,900 113,900 0.60% $3.92M
CANADIAN PACIFIC KANSAS CITY LTD 0 43,500 43,500 0.59% $3.81M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
GENERAL ELECTRIC CO 61,320 0 -61,320 0.00% -$18.30M
NORFOLK SOUTHERN CORP 48,450 0 -48,450 0.00% -$14.15M
TRIMAS CORP 159,350 0 -159,350 0.00% -$5.43M
DELL TECHNOLOGIES INC CL C 16,080 0 -16,080 0.00% -$2.14M
BUILDERS FIRSTSOURCE 10,490 0 -10,490 0.00% -$1.18M
CAMECO CORP 6,920 0 -6,920 0.00% -$612.49K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
CISCO SYSTEMS INC 289,840 320,910 31,070 3.94% $3.20M
NXP SEMICONDUCTORS NV 73,080 99,010 25,930 3.47% $8.23M
EATON CORP PLC 53,840 59,480 5,640 3.45% $3.74M
NEXTERA ENERGY INC 183,680 235,870 52,190 3.42% $6.27M
ANALOG DEVICES INC 50,900 61,320 10,420 3.37% $8.31M
INTL BUS MACH CORP 75,503 83,463 7,960 3.10% -$3.25M
TRANE TECHNOLOGIES PLC 28,000 32,700 4,700 2.33% $3.32M
CSX CORP 51,090 336,010 284,920 2.21% $12.54M
PENTAIR PLC 76,436 141,476 65,040 2.17% $5.99M
REPUBLIC SVCS 49,550 55,200 5,650 1.95% $1.89M
JOHNSON CONTROLS INTERNATIONAL PLC 79,500 84,560 5,060 1.88% $2.96M
WESTINGHOUSE AIR BRAKE TECH CORP 35,100 37,890 2,790 1.54% $2.68M
ACUITY INC 23,580 32,210 8,630 1.50% $1.07M
Fidelity Cash Central Fund 6,009,166 8,702,743 2,693,577 1.34% $2.69M
CORE & MAIN IN-A 90,700 113,020 22,320 0.95% $1.74M
MONTROSE ENVIRONMENTAL GROUP INC 130,758 198,778 68,020 0.90% $2.45M
BLOOM ENERGY CORP CL A 15,590 21,170 5,580 0.51% $1.59M
Fidelity Securities Lending Cash Central Fund 2,095,587 3,258,900 1,163,313 0.50% $1.16M
FERGUSON ENTERPRISES INC 6,310 11,640 5,330 0.47% $1.45M
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
TESLA INC 147,390 133,680 -13,710 8.31% -$9.60M
MICROSOFT CORP 123,070 115,000 -8,070 6.97% -$15.39M
LINDE PLC 64,730 44,380 -20,350 3.48% -$4.01M
TOPBUILD CORP 14,280 11,740 -2,540 0.81% -$1.20M
ADVANCED DRAINAGE SYSTEMS INC 29,700 22,390 -7,310 0.59% -$689.38K
TETRA TECH INC 36,830 28,080 -8,750 0.16% -$273.09K
ENPHASE ENERGY INC 39,960 19,960 -20,000 0.13% -$309.14K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
PROLOGIS INC REIT 161,890 161,890 0 3.56% $2.27M
SIEMENS ENERGY AG 111,990 111,990 0 3.40% $7.03M
ARISTA NETWORKS INC 161,210 161,210 0 3.32% $454.61K
CUMMINS INC 23,022 23,022 0 2.08% $1.98M
KBR INC 262,460 262,460 0 1.71% $265.08K
WILLSCOT MOBILE MINI HOLDINGS CORP 445,270 445,270 0 1.49% $828.20K
SEVERN TRENT 192,960 192,960 0 1.32% $1.33M
PARKER HANNIFIN CORP 7,340 7,340 0 1.14% $1.08M
EMCOR GROUP INC 10,140 10,140 0 1.13% $1.11M
ENTERGY CORP 68,540 68,540 0 1.13% $657.30K
INGERSOLL RAND INC 75,330 75,330 0 1.10% $1.04M
3M CO 41,670 41,670 0 1.06% -$280.44K
EMERSON ELECTRIC CO 43,860 43,860 0 1.02% $761.85K
ATI INC 38,600 38,600 0 0.98% $2.42M
COMFORT SYSTEMS USA INC 4,390 4,390 0 0.97% $1.99M
WATTS WATER TECH INC CL A 18,780 18,780 0 0.95% $992.71K
FIRST SOLAR INC 31,300 31,300 0 0.95% -$2.37M
CARPENTER TECHNOLOGY CORP 15,250 15,250 0 0.94% $1.21M
WOODWARD INC 14,330 14,330 0 0.86% $1.24M
COHERENT CORP 21,010 21,010 0 0.84% $1.99M
CLEAN HARBORS INC 18,190 18,190 0 0.82% $1.19M
VULCAN MATERIALS CO 15,590 15,590 0 0.75% $198.93K
GE VERNOVA LLC 5,350 5,350 0 0.72% $1.46M
BAKER HUGHES CO 69,860 69,860 0 0.70% $1.05M
EQUINIX INC 4,370 4,370 0 0.66% $965.55K
STEEL DYNAMICS INC 20,730 20,730 0 0.62% $524.47K
VISTRA CORP 22,480 22,480 0 0.60% -$111.73K
UNION PACIFIC CORP 13,170 13,170 0 0.54% $436.59K
NEXTRACKER INC CL A 30,530 30,530 0 0.50% $411.54K
VONTIER CORP W/I 73,140 73,140 0 0.46% $339.37K
ZOOM VIDEO COMMUNICATIONS INC CL A 32,680 32,680 0 0.37% -$360.13K
RIVIAN AUTOMOTIVE INC 150,790 150,790 0 0.36% -$230.71K
KB HOME 30,360 30,360 0 0.30% -$22.77K
CARRIER GLOBAL CORP 29,880 29,880 0 0.30% $284.46K
GRANITE CONSTRUCTION INC 13,570 13,570 0 0.28% $365.44K
CONSTRUCTION PARTNERS INC CL A 11,080 11,080 0 0.23% $281.10K
CENTRUS ENERGY CORP CL A 2,190 2,190 0 0.07% -$124.19K
LEGENCE CORP-A 4,000 4,000 0 0.04% $48.28K
WATERBRIDGE IN-A 5,600 5,600 0 0.02% $20.55K
CELLINK CORP SER D PC PP 14,200 14,200 0 0.01% $3.83K

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