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Fidelity Environment and Alternative Energy Fund

Filed by Fidelity Select Portfolios. What this fund reported holding in its latest quarterly NPORT-P. Positions are ordered by share of the fund rather than by size, because that is what separates a conviction from a rounding error.

Positions
46
matched to a ticker
Fund size
$663.5M
the filing's own figure
Matched value
$504.7M
of the positions below
As of
2026-08-31
S000007461

What it holds

Largest share of the fund first.

Company% of fundValue
MSFTMicrosoft Corp10.40%$68.9M
TSLATesla Inc9.34%$61.8M
ANETArista Networks Inc4.64%$30.7M
CSCOCisco Systems Inc4.38%$29M
GEVGE Vernova Inc3.95%$26.2M
PLDPrologis Inc3.42%$22.7M
ADIAnalog Devices Inc3.18%$21.1M
NEENextera Energy Inc2.93%$19.4M
CSXCSX Corp2.56%$17M
AYIAcuity Inc2.46%$16.3M
IBMInternational Business Machines Corp2.38%$15.8M
RSGRepublic Services Inc2.03%$13.4M
CMICummins Inc1.88%$12.5M
WABWestinghouse Air Brake Technologies Corp1.64%$10.8M
WSCWillScot Holdings Corp1.39%$9.2M
ITTITT Inc1.22%$8.1M
EMEEMCOR Group Inc1.13%$7.4M
ETREntergy Corp1.10%$7.3M
MMM3M Co1.08%$7.2M
FIXComfort Systems USA Inc1.03%$6.8M
FSLRFirst Solar Inc0.95%$6.3M
VNTVontier Corp0.94%$6.2M
CLHClean Harbors Inc0.87%$5.7M
PHParker-Hannifin Corp0.79%$5.3M
IRIngersoll Rand Inc0.79%$5.2M
CNMCore & Main Inc0.73%$4.9M
STLDSteel Dynamics Inc0.73%$4.8M
WTSWatts Water Technologies Inc0.70%$4.6M
EQIXEquinix Inc0.69%$4.6M
BKRBaker Hughes Co0.67%$4.4M
WWDWoodward Inc0.65%$4.3M
CPCanadian Pacific Kansas City Ltd0.61%$4M
UNPUnion Pacific Corp0.60%$4M
COHRCoherent Corp0.58%$3.9M
DOVDover Corp0.50%$3.3M
VSTVistra Corp0.47%$3.1M
BEBloom Energy Corp0.45%$2.9M
EMREmerson Electric Co0.40%$2.6M
FERGFerguson Enterprises Inc0.39%$2.6M
RIVNRivian Automotive Inc0.37%$2.4M
CARRCarrier Global Corp0.26%$1.7M
ZMZoom Communications Inc0.25%$1.7M
KBHKB Home0.24%$1.6M
ROADConstruction Partners Inc0.18%$1.2M
TTEKTetra Tech Inc0.15%$1M
ENPHEnphase Energy Inc0.11%$726.9K

Source: NPORT-P filings, via EDGAR. Positions arrive by CUSIP, and only a CUSIP verified against a ticker is kept — so this is what we could match, not everything the fund holds, and the matched value is therefore below the fund's own size. A balance is shares where the filing says `NS` and a principal amount where it says `PA`, which is why it is not labelled shares in both cases.

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