Holdings of Fidelity Environment and Alternative Energy Fund
Fidelity Select Portfolios · 66 declared positions · as of Feb 28, 2026
Original filing · Net assets 644.8M $ · Ten largest lines: 44.2 % of the equity sleeve
Sector breakdown
- Industrials 30.3 %
- Technology 26.3 %
- Consumer discretionary 8.5 %
- Materials 6.9 %
- Utilities 5.2 %
- Real estate 4.3 %
- Unattributed 18.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 94.6 %
- EUR 3.5 %
- GBP 1.3 %
- CAD 0.6 %
The quoted currency of each line, as declared.
Country breakdown
- US 89.1 %
- NL 3.5 %
- DE 3.5 %
- IE 1.9 %
- GB 1.3 %
- CA 0.6 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 61 | 566.6M $ | 89.14 % |
| NL | 1 | 22.5M $ | 3.54 % |
| DE | 1 | 22M $ | 3.47 % |
| IE | 1 | 12.2M $ | 1.92 % |
| GB | 1 | 8.5M $ | 1.34 % |
| CA | 1 | 3.8M $ | 0.60 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Tesla Inc | 133,680 | 53.8M $ | 8.34 % |
| Microsoft Corp | 115,000 | 45.2M $ | 7.00 % |
| Cisco Systems, Inc. | 320,910 | 25.5M $ | 3.95 % |
| Prologis Inc | 161,890 | 23.1M $ | 3.58 % |
| Linde PLC | 44,380 | 22.5M $ | 3.50 % |
| NXP Semiconductors NV | 99,010 | 22.5M $ | 3.49 % |
| Eaton Corp PLC | 59,480 | 22.4M $ | 3.47 % |
| NextEra Energy Inc | 235,870 | 22.1M $ | 3.43 % |
| Siemens Energy AG | 111,990 | 22M $ | 3.42 % |
| Analog Devices Inc | 61,320 | 21.8M $ | 3.38 % |
| Arista Networks Inc | 161,210 | 21.5M $ | 3.34 % |
| International Business Machines Corp. | 83,463 | 20M $ | 3.11 % |
| Trane Technologies PLC | 32,700 | 15.1M $ | 2.34 % |
| CSX Corp | 336,010 | 14.3M $ | 2.22 % |
| Pentair PLC | 141,476 | 14M $ | 2.18 % |
| Cummins Inc | 23,022 | 13.4M $ | 2.08 % |
| Republic Services Inc | 55,200 | 12.6M $ | 1.96 % |
| Johnson Controls International plc | 84,560 | 12.2M $ | 1.89 % |
| KBR Inc | 262,460 | 11.1M $ | 1.72 % |
| Westinghouse Air Brake Technologies Corp | 37,890 | 10M $ | 1.55 % |
| Acuity Inc | 32,210 | 9.7M $ | 1.51 % |
| WillScot Holdings Corp | 445,270 | 9.6M $ | 1.49 % |
| Severn Trent PLC | 192,960 | 8.5M $ | 1.32 % |
| Parker-Hannifin Corp | 7,340 | 7.4M $ | 1.15 % |
| EMCOR Group Inc | 10,140 | 7.3M $ | 1.14 % |
| Entergy Corp | 68,540 | 7.3M $ | 1.14 % |
| Ingersoll Rand Inc | 75,330 | 7.1M $ | 1.10 % |
| 3M Co | 41,670 | 6.9M $ | 1.07 % |
| ITT Inc | 33,700 | 6.8M $ | 1.06 % |
| Emerson Electric Co. | 43,860 | 6.6M $ | 1.03 % |
| ATI Inc | 38,600 | 6.3M $ | 0.98 % |
| Comfort Systems USA Inc | 4,390 | 6.3M $ | 0.97 % |
| Watts Water Technologies Inc | 18,780 | 6.2M $ | 0.96 % |
| First Solar Inc | 31,300 | 6.2M $ | 0.96 % |
| Core & Main Inc | 113,020 | 6.1M $ | 0.95 % |
| Carpenter Technology Corp | 15,250 | 6.1M $ | 0.94 % |
| Montrose Environmental Group Inc | 198,778 | 5.8M $ | 0.90 % |
| Woodward Inc | 14,330 | 5.5M $ | 0.86 % |
| Coherent Corp | 21,010 | 5.4M $ | 0.84 % |
| Clean Harbors Inc | 18,190 | 5.3M $ | 0.83 % |
| TopBuild Corp | 11,740 | 5.3M $ | 0.82 % |
| Vulcan Materials Co | 15,590 | 4.8M $ | 0.75 % |
| GE Vernova Inc | 5,350 | 4.7M $ | 0.72 % |
| Baker Hughes Co | 69,860 | 4.6M $ | 0.71 % |
| Equinix Inc | 4,370 | 4.3M $ | 0.66 % |
| Steel Dynamics Inc | 20,730 | 4M $ | 0.62 % |
| Forgent Power Solutions Inc | 113,900 | 3.9M $ | 0.61 % |
| Vistra Corp | 22,480 | 3.9M $ | 0.61 % |
| Advanced Drainage Systems Inc | 22,390 | 3.8M $ | 0.59 % |
| Canadian Pacific Kansas City Ltd | 43,500 | 3.8M $ | 0.59 % |
| Union Pacific Corp | 13,170 | 3.5M $ | 0.54 % |
| Bloom Energy Corp | 21,170 | 3.3M $ | 0.51 % |
| Nextpower Inc | 30,530 | 3.2M $ | 0.50 % |
| Ferguson Enterprises Inc | 11,640 | 3M $ | 0.47 % |
| Vontier Corp | 73,140 | 3M $ | 0.46 % |
| Zoom Communications Inc | 32,680 | 2.4M $ | 0.37 % |
| Rivian Automotive Inc | 150,790 | 2.3M $ | 0.36 % |
| KB Home | 30,360 | 1.9M $ | 0.30 % |
| Carrier Global Corp | 29,880 | 1.9M $ | 0.30 % |
| Granite Construction Inc | 13,570 | 1.8M $ | 0.28 % |
| Construction Partners Inc | 11,080 | 1.5M $ | 0.23 % |
| Tetra Tech Inc | 28,080 | 1M $ | 0.16 % |
| Enphase Energy Inc | 19,960 | 843.7K $ | 0.13 % |
| Centrus Energy Corp | 2,190 | 443.7K $ | 0.07 % |
| Legence Corp | 4,000 | 232.2K $ | 0.04 % |
| WaterBridge Infrastructure LLC | 5,600 | 148.2K $ | 0.02 % |