Fidelity Environment and Alternative Energy Fund

Fidelity Environment and Alternative Energy Fund reported 70 holdings worth US$700M as of May 31, 2026 (Form N-PORT)

As of May 31, 2026 · Filed Jul 24, 2026

Fidelity Environment and Alternative Energy Fund reported 70 holdings worth US$700M as of May 31, 2026. Largest: Tesla, Inc., Microsoft Corp. and Cisco Systems, Inc. Filed Jul 24, 2026 (Form N-PORT).

Holdings
70
Value as reported
US$700M

The filing in full

CompanySharesValue as reported% of portfolio
Tesla, Inc.155KUS$67.5M9.7%
Microsoft Corp.127KUS$57M8.1%
Cisco Systems, Inc.298KUS$35.9M5.1%
Nxp Semiconductors N.v.99,010US$31.8M4.5%
Arista Networks, Inc.161KUS$25.7M3.7%
Analog Devices, Inc.61,320US$25.4M3.6%
Eaton Corporation, Plc59,480US$23.8M3.4%
Prologis, Inc.162KUS$23.2M3.3%
International Business Machines Corporation74,373US$22.1M3.2%
Linde Plc43,100US$21.5M3.1%
Siemens Energy Ag109KUS$20.7M3.0%
Nextera Energy, Inc.236KUS$20.5M2.9%
Acuity Inc.53,570US$16.3M2.3%
Csx Corporation336KUS$15.2M2.2%
Cummins Inc.23,022US$14.9M2.1%
Trane Technologies Plc32,700US$14.8M2.1%
Republic Services, Inc.60,690US$12.2M1.7%
Willscot Holdings Corporation445KUS$11.5M1.6%
Johnson Controls International Plc84,560US$11.3M1.6%
Pentair Plc.141KUS$10M1.4%
Westinghouse Air Brake Technologies Corporation37,890US$9.9M1.4%
First Solar, Inc.31,300US$9.6M1.4%
Kbr, Inc.262KUS$9.17M1.3%
Forgent Power Solutions, Inc.154KUS$8.41M1.2%
Emcor Group, Inc.10,140US$8.38M1.2%
Comfort Systems Usa, Inc.4,390US$8.03M1.1%
Itt Inc.40,220US$7.84M1.1%
Severn Trent Plc193KUS$7.72M1.1%
Onterris, Inc.476KUS$7.63M1.1%
Entergy Corporation68,540US$7.47M1.1%
Carpenter Technology Corporation13,820US$6.48M0.93%
3m Company41,670US$6.38M0.91%
Core & Main, Inc.113KUS$5.59M0.80%
Steel Dynamics, Inc.20,730US$5.39M0.77%
Clean Harbors, Inc.18,190US$5.11M0.73%
Coherent Corp.13,890US$5.02M0.72%
Ingersoll Rand Inc.67,920US$4.87M0.70%
Nextpower Inc.30,530US$4.77M0.68%
Equinix, Inc.4,370US$4.67M0.67%
Ati Inc.26,320US$4.61M0.66%
Parker-hannifin Corporation5,370US$4.54M0.65%
Woodward, Inc.12,750US$4.46M0.64%
Baker Hughes Company69,860US$4.46M0.64%
Vulcan Materials Company (holding Company)15,590US$4.41M0.63%
Bloom Energy Corporation14,280US$4.07M0.58%
Watts Water Technologies, Inc.12,650US$3.91M0.56%
Canadian Pacific Kansas City Limited43,500US$3.88M0.56%
Ge Vernova Inc.3,930US$3.81M0.54%
Vistra Corp.22,480US$3.6M0.51%
Union Pacific Corporation13,170US$3.46M0.49%
Zoom Communications, Inc.32,680US$3.32M0.47%
Emerson Electric Company21,940US$3.16M0.45%
Advanced Drainage Systems, Inc.22,390US$3.12M0.45%
Ferguson Enterprises Inc.11,640US$2.63M0.38%
Rivian Automotive, Inc.151KUS$2.46M0.35%
Vontier Corporation73,140US$2.08M0.30%
Carrier Global Corporation29,880US$1.91M0.27%
Kb Home30,360US$1.48M0.21%
Enphase Energy, Inc.19,960US$1.36M0.20%
Construction Partners, Inc.11,080US$1.29M0.18%
Tetra Tech, Inc.28,080US$772K0.11%
Cerebras Systems Inc.2,000US$474K0.07%
Tecnoglass Inc.9,780US$421K0.06%
Centrus Energy Corp.2,190US$400K0.06%
Madison Air Solutions Corporation5,700US$248K0.04%
Fervo Energy Company2,700US$98,9820.01%
Granite Construction Incorporated0US$00.00%
Topbuild Corp.0US$00.00%
Legence Corp.0US$00.00%
Waterbridge Infrastructure Llc0US$00.00%

Source

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