FSCSX Holdings — Select Software and IT Services Portfolio
All 58 reported holdings of Select Software and IT Services Portfolio (FSCSX) by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets | Value (USD) |
|---|---|---|
| Microsoft Corp. | 24.44% | $1.84B |
| Palo Alto Networks, Inc. | 5.30% | $398.98M |
| Datadog, Inc. | 4.77% | $359.16M |
| Palantir Technologies, Inc. | 4.08% | $307.54M |
| Salesforce, Inc. | 3.99% | $300.35M |
| Oracle Corp. | 3.84% | $289.00M |
| Twilio, Inc. | 3.57% | $268.55M |
| Snowflake, Inc. | 3.39% | $254.99M |
| Synopsys, Inc. | 3.25% | $244.54M |
| Applovin Corp. | 2.91% | $219.10M |
| Amazon.com, Inc. | 2.84% | $213.88M |
| Autodesk, Inc. | 2.52% | $189.82M |
| Okta, Inc. | 2.44% | $184.02M |
| Crowdstrike Holdings, Inc. | 2.38% | $179.01M |
| Intuit, Inc. | 2.03% | $152.98M |
| Rubrik, Inc. | 2.02% | $152.03M |
| Cloudflare, Inc. | 1.96% | $147.55M |
| Mongodb, Inc. | 1.85% | $139.69M |
| Shopify, Inc. | 1.72% | $129.47M |
| Riot Platforms, Inc. | 1.42% | $106.83M |
| Unity Software, Inc. | 1.28% | $96.09M |
| Klaviyo, Inc. | 1.26% | $94.71M |
| Fidelity Revere Street Trust | 1.18% | $88.90M |
| Figma, Inc. | 1.18% | $88.52M |
| Cadence Design Systems, Inc. | 1.10% | $82.71M |
| Adobe, Inc. | 1.04% | $78.59M |
| Coreweave, Inc. | 0.91% | $68.53M |
| Alphabet, Inc. | 0.90% | $67.89M |
| Servicenow, Inc. | 0.88% | $65.94M |
| Jfrog Ltd. | 0.87% | $65.21M |
| Accenture PLC | 0.81% | $61.34M |
| Verisign, Inc. | 0.71% | $53.51M |
| Samsara, Inc. | 0.71% | $53.16M |
| Anthropic Pbc | 0.67% | $50.24M |
| IBM Corporation | 0.64% | $48.45M |
| Epam Systems, Inc. | 0.60% | $45.44M |
| Toast, Inc. | 0.54% | $40.46M |
| Fair Isaac Corporation | 0.50% | $37.74M |
| Hubspot, Inc. | 0.49% | $36.61M |
| Amplitude, Inc. | 0.47% | $35.14M |
| Terawulf, Inc. | 0.44% | $33.22M |
| Zoominfo Technologies, Inc. | 0.41% | $30.88M |
| Bill Holdings, Inc. | 0.36% | $26.95M |
| Strategy, Inc. | 0.34% | $25.42M |
| Zscaler, Inc. | 0.32% | $23.97M |
| Braze, Inc. | 0.31% | $23.10M |
| Blackline, Inc. | 0.30% | $22.96M |
| Monday.com Ltd. | 0.24% | $17.97M |
| Fidelity Revere Street Trust | 0.23% | $17.46M |
| Gen Digital, Inc. | 0.23% | $17.33M |
| Workday, Inc. | 0.14% | $10.91M |
| Cognizant Technology Solutions Corp. | 0.13% | $9.71M |
| Box, Inc. | 0.11% | $8.09M |
| Fastly, Inc. | 0.10% | $7.56M |
| Databricks, Inc. | 0.06% | $4.67M |
| Atlassian Corp. PLC | 0.02% | $1.26M |
| Meta Platforms, Inc. | 0.00% | $126.50K |
| Pivotal Software, Inc. | 0.00% | $33 |
FSCSX overview: performance, fees, allocation and SEC filings