Select Industrials Portfolio

Fund Profile

Fund profile

Tickers

FCYIX

Fund manager

Fidelity Select Telecommunications Portfolio

Total assets

$712.44 mm

Liabilities

$15.00 mm

Net assets

$697.44 mm

Number of holdings

53.00

53 Holdings

As of Nov 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
GE General Electric Company	40.66 mm	223.20 k shares	5.83	Common equity	Long	USA
HWM Howmet Aerospace Inc.	34.26 mm	289.44 k shares	4.91	Common equity	Long	USA
GEV GE Vernova Inc.	33.70 mm	100.85 k shares	4.83	Common equity	Long	USA
PH Parker-Hannifin Corporation	30.08 mm	42.80 k shares	4.31	Common equity	Long	USA
IR Ingersoll Rand Inc.	29.01 mm	278.46 k shares	4.16	Common equity	Long	USA
TRANE TECHNOLOGIES PLC	27.90 mm	67.04 k shares	4.00	Common equity	Long	Ireland
EATON CORP PLC	25.27 mm	67.30 k shares	3.62	Common equity	Long	Ireland
UNP Union Pacific Corporation	23.66 mm	96.70 k shares	3.39	Common equity	Long	USA
BA The Boeing Company	23.34 mm	150.16 k shares	3.35	Common equity	Long	USA
TDG TransDigm Group Incorporated	22.22 mm	17.74 k shares	3.19	Common equity	Long	USA
AME AMETEK, Inc.	20.86 mm	107.32 k shares	2.99	Common equity	Long	USA
ITT ITT Inc.	20.11 mm	128.80 k shares	2.88	Common equity	Long	USA
DOV Dover Corporation	19.54 mm	94.88 k shares	2.80	Common equity	Long	USA
WAB Westinghouse Air Brake Technologies Corporation	17.47 mm	87.10 k shares	2.51	Common equity	Long	USA
URI United Rentals, Inc.	16.97 mm	19.60 k shares	2.43	Common equity	Long	USA
UBER Uber Technologies, Inc.	15.31 mm	212.70 k shares	2.19	Common equity	Long	USA
RRX Regal Rexnord Corporation	15.25 mm	88.27 k shares	2.19	Common equity	Long	USA
PWR Quanta Services, Inc.	14.92 mm	43.30 k shares	2.14	Common equity	Long	USA
Fidelity Securities Lending Cash Central Fund	14.46 mm	14.45 mm shares	2.07	Short-term investment vehicle	Long	USA
FDX FedEx Corporation	13.26 mm	43.80 k shares	1.90	Common equity	Long	USA
WCN Waste Connections, Inc.	13.18 mm	68.50 k shares	1.89	Common equity	Long	Canada
GTLS Chart Industries, Inc.	12.79 mm	66.20 k shares	1.83	Common equity	Long	USA
AZEK The AZEK Company Inc.	12.62 mm	237.56 k shares	1.81	Common equity	Long	USA
FBIN Fortune Brands Innovations, Inc.	12.57 mm	160.50 k shares	1.80	Common equity	Long	USA
ODFL Old Dominion Freight Line, Inc.	12.54 mm	55.70 k shares	1.80	Common equity	Long	USA
KNX Knight-Swift Transportation Holdings Inc.	12.49 mm	210.40 k shares	1.79	Common equity	Long	USA
GD General Dynamics Corporation	12.04 mm	42.40 k shares	1.73	Common equity	Long	USA
Leidos Holdings, Inc.	11.63 mm	70.29 k shares	1.67	Common equity	Long	USA
DE Deere & Company	11.32 mm	24.30 k shares	1.62	Common equity	Long	USA
XPO XPO Logistics, Inc.	11.29 mm	74.10 k shares	1.62	Common equity	Long	USA
GWW W.W. Grainger, Inc.	9.77 mm	8.11 k shares	1.40	Common equity	Long	USA
FTAI AVIATION LTD	9.29 mm	55.00 k shares	1.33	Common equity	Long	Cayman Islands
JOHNSON CONTROLS INTERNATIONAL PLC	8.93 mm	106.50 k shares	1.28	Common equity	Long	Ireland
CSL Carlisle Companies Incorporated	8.86 mm	19.40 k shares	1.27	Common equity	Long	USA
CAT Caterpillar Inc.	8.61 mm	21.20 k shares	1.23	Common equity	Long	USA
Fidelity Cash Central Fund	8.15 mm	8.15 mm shares	1.17	Short-term investment vehicle	Long	USA
KBR KBR, Inc.	7.82 mm	128.60 k shares	1.12	Common equity	Long	USA
CNM Core & Main, Inc.	7.82 mm	161.10 k shares	1.12	Common equity	Long	USA
SSD Simpson Manufacturing Co., Inc.	6.99 mm	37.08 k shares	1.00	Common equity	Long	USA
WSO Watsco, Inc.	6.73 mm	12.20 k shares	0.96	Common equity	Long	USA
CTAS Cintas Corporation	6.53 mm	28.90 k shares	0.94	Common equity	Long	USA
EXP Eagle Materials Inc.	6.51 mm	21.07 k shares	0.93	Common equity	Long	USA
WSC WillScot Holdings Corporation	6.04 mm	157.90 k shares	0.87	Common equity	Long	USA
FIX Comfort Systems USA, Inc.	5.87 mm	11.90 k shares	0.84	Common equity	Long	USA
AXON Axon Enterprise, Inc.	5.43 mm	8.40 k shares	0.78	Common equity	Long	USA
VRT Vertiv Holdings Co	5.32 mm	41.70 k shares	0.76	Common equity	Long	USA
LMT Lockheed Martin Corporation	4.57 mm	8.62 k shares	0.65	Common equity	Long	USA
HII Huntington Ingalls Industries, Inc.	2.83 mm	14.30 k shares	0.41	Common equity	Long	USA
CSX CSX Corporation	2.52 mm	69.07 k shares	0.36	Common equity	Long	USA
CHRW C.H. Robinson Worldwide, Inc.	1.37 mm	13.00 k shares	0.20	Common equity	Long	USA
RKLB Rocket Lab USA, Inc.	1.19 mm	43.60 k shares	0.17	Common equity	Long	USA
STANDARDAERO INC	88.85 k	3.10 k shares	0.01	Common equity	Long	USA
LOAR Loar Holdings Inc.	55.25 k	600.00 shares	0.01	Common equity	Long	USA