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URL:  https://boards.fool.com/carefree-cloud-overlaps-for-august-34890412.aspx

Subject:  Carefree Cloud Overlaps for August Date:  7/31/2021  5:06 PM
Author:  fivesolas Number:  286 of 301

This is an ad hoc “opinion poll” based on current data showing the frequency that particular stocks appeared multiple times among several “software as a service” (SAAS) focused portfolios and screens from free public sources on the web that I consider current and reliable. The tier rankings do not factor in weightings of the portfolio holdings. ASlso I only show those with the most frequent overlaps.

Tied for top tier
NET, SNOW

Tied for tier 2
CRWD, DDOG, TWLO, ZS

Tied for tier 3
DOCU, SE, SHOP, SQ, ZM

Sources for stocks I used here were:

EMCLOUD index of stocks with efficiency scores of 40 or greater
(https://www.bvp.com/bvp-nasdaq-emerging-cloud-index)
ARKW holdings, one of Cathie Wood's actively managed funds, identified as the Next Generation Internet
From Saul’s board, Saul’s most recent reported holdings
softwarestockrecommendations, a site run by Peter Offringa who occasionally gets honorable mention on Saul’s board
CMF_muji, often a “Top Recommended Fool”, whose profile is mostly SAAS holdings
https://www.publiccomps.com, a site run by Jon Ma with fee-based analytical data for SAAS companies

There are other reliable sources that post their monthly holdings and results on Saul’s board. If you want to explore this further, the Excel overlap worksheets from HankDfrmSD’s overlap posts on the Mechanical Investing board would be helpful. You can just repopulate the worksheets with additional portfolio data.
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