Select Construction and Housing Portfolio

Fund Profile

Fund profile

Tickers

FSHOX

Fund manager

Fidelity Select Telecommunications Portfolio

Total assets

$965.40 mm

Liabilities

$559.46 k

Net assets

$964.84 mm

Number of holdings

50.00

50 Holdings

As of Nov 2024

Security	$Holding	Balance	% of Fund	Category	Position	Country
HD The Home Depot, Inc.	174.90 mm	407.58 k shares	18.13	Common equity	Long	USA
LOW Lowe's Companies, Inc.	126.09 mm	462.83 k shares	13.07	Common equity	Long	USA
TRANE TECHNOLOGIES PLC	49.71 mm	119.43 k shares	5.15	Common equity	Long	Ireland
JOHNSON CONTROLS INTERNATIONAL PLC	44.45 mm	530.05 k shares	4.61	Common equity	Long	Ireland
CRH PLC	38.24 mm	373.89 k shares	3.96	Common equity	Long	Ireland
MLM Martin Marietta Materials, Inc.	34.45 mm	57.42 k shares	3.57	Common equity	Long	USA
PWR Quanta Services, Inc.	28.24 mm	81.97 k shares	2.93	Common equity	Long	USA
PHM PulteGroup, Inc.	24.86 mm	183.82 k shares	2.58	Common equity	Long	USA
CARR Carrier Global Corporation	24.19 mm	312.62 k shares	2.51	Common equity	Long	USA
INVH Invitation Homes Inc.	24.03 mm	701.67 k shares	2.49	Common equity	Long	USA
BLDR Builders FirstSource, Inc.	22.90 mm	122.81 k shares	2.37	Common equity	Long	USA
SUI Sun Communities, Inc.	19.43 mm	153.79 k shares	2.01	Common equity	Long	USA
TOL Toll Brothers, Inc.	19.34 mm	117.12 k shares	2.00	Common equity	Long	USA
WSC WillScot Holdings Corporation	18.40 mm	481.28 k shares	1.91	Common equity	Long	USA
BLD TopBuild Corp.	17.76 mm	45.46 k shares	1.84	Common equity	Long	USA
FND Floor & Decor Holdings, Inc.	16.48 mm	146.83 k shares	1.71	Common equity	Long	USA
TPX Tempur Sealy International, Inc.	16.47 mm	294.25 k shares	1.71	Common equity	Long	USA
EME EMCOR Group, Inc.	15.34 mm	30.07 k shares	1.59	Common equity	Long	USA
ESS Essex Property Trust, Inc.	15.31 mm	49.33 k shares	1.59	Common equity	Long	USA
ELME Elme Communities	14.99 mm	885.17 k shares	1.55	Common equity	Long	USA
MAA Mid-America Apartment Communities, Inc.	14.33 mm	87.31 k shares	1.49	Common equity	Long	USA
CSL Carlisle Companies Incorporated	13.39 mm	29.31 k shares	1.39	Common equity	Long	USA
ACM AECOM	13.36 mm	114.22 k shares	1.38	Common equity	Long	USA
WSM Williams-Sonoma, Inc.	13.25 mm	77.05 k shares	1.37	Common equity	Long	USA
FIX Comfort Systems USA, Inc.	12.03 mm	24.38 k shares	1.25	Common equity	Long	USA
FBIN Fortune Brands Innovations, Inc.	11.82 mm	150.92 k shares	1.22	Common equity	Long	USA
DHI D.R. Horton, Inc.	11.70 mm	69.32 k shares	1.21	Common equity	Long	USA
AZEK The AZEK Company Inc.	11.41 mm	214.88 k shares	1.18	Common equity	Long	USA
NVR NVR, Inc.	10.67 mm	1.16 k shares	1.11	Common equity	Long	USA
Vulcan Materials Company	10.49 mm	36.40 k shares	1.09	Common equity	Long	USA
Aarons Holdings Company Inc.	9.71 mm	71.21 k shares	1.01	Common equity	Long	USA
KBH KB Home	8.27 mm	99.90 k shares	0.86	Common equity	Long	USA
SSD Simpson Manufacturing Co., Inc.	7.84 mm	41.62 k shares	0.81	Common equity	Long	USA
EXP Eagle Materials Inc.	7.69 mm	24.90 k shares	0.80	Common equity	Long	USA
Fidelity Cash Central Fund	7.39 mm	7.39 mm shares	0.77	Short-term investment vehicle	Long	USA
AFIIQ Armstrong Flooring, Inc.	7.24 mm	45.32 k shares	0.75	Common equity	Long	USA
LEN Lennar Corporation	6.88 mm	39.46 k shares	0.71	Common equity	Long	USA
FLR Fluor Corporation	6.02 mm	107.21 k shares	0.62	Common equity	Long	USA
MTH Meritage Homes Corporation	5.90 mm	30.89 k shares	0.61	Common equity	Long	USA
EQR Equity Residential	5.14 mm	67.09 k shares	0.53	Common equity	Long	USA
UFPI UFP Industries, Inc.	3.23 mm	23.76 k shares	0.33	Common equity	Long	USA
APOG Apogee Enterprises, Inc.	3.12 mm	37.00 k shares	0.32	Common equity	Long	USA
COMP Compass, Inc.	3.05 mm	429.50 k shares	0.32	Common equity	Long	USA
AMWD American Woodmark Corporation	2.98 mm	32.88 k shares	0.31	Common equity	Long	USA
SHW The Sherwin-Williams Company	2.95 mm	7.42 k shares	0.31	Common equity	Long	USA
WSO Watsco, Inc.	2.81 mm	5.09 k shares	0.29	Common equity	Long	USA
WHR Whirlpool Corporation	2.34 mm	20.99 k shares	0.24	Common equity	Long	USA
CVCO Cavco Industries, Inc.	1.97 mm	3.82 k shares	0.20	Common equity	Long	USA
UHAL U-Haul Holding Company	1.62 mm	25.90 k shares	0.17	Common equity	Long	USA
BLU INVESTMENTS LLC PP	3.72 k	11.99 mm shares	0.00	Common equity	Long	USA