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URL:  https://boards.fool.com/carefree-cloud-overlaps-for-november-34968835.aspx

Subject:  Carefree Cloud Overlaps for November Date:  11/2/2021  10:41 AM
Author:  fivesolas Number:  299 of 354

In an effort to remain relatively “carefree” the table below is intended to show what SAAS (software as a service) stocks are currently popular among some sources. Specifically, this ad hoc “opinion poll” shows stocks that more or less frequently appear among several SAAS-focused portfolios and screens. The data comes from free public sources that I consider current and reliable. This method does not factor in individual weightings, etc. of the holdings unless otherwise indicated.

MotleyPeer’s post 79749 on Saul’s Board provides a link to a similar compilation which uses only reports made on that board.

Sources for the data I used are:
1 EMCLOUD index, stocks with an efficiency score greater than or equal to 40 @ https://cloudindex.bvp.com/explore-index
2 ARKW, the Next Generation Internet holdings, one of Cathie Wood's actively managed funds @ https://ark-funds.com/arkw
3 Saul’s board. Saul’s most recent reported holdings as well as holdings of a few others whose monthly updates got a high number of recommendations.
4 CMF_muji’s holdings reported in his fool.com profile. He frequently gets honorable mention on Saul’s board
5 Bert Hochfield, picks made within the last 30 days as shown on the free side of Tipranks mined from Seeking Alpha, he frequently gets honorable mention on Saul’s board
6 Peter Offinga’s personal holdings as reported at softwarestackinvesting.com, he occasionally gets honorable mention on Saul’s board
7 From the Mechanical Investing board, Tech Growers by Rdutt. Mostly SAAS stocks - returns for the top 9 seem competitive with returns posted on Saul’s board. See latest SI Pro post by Lohill on MI board for current picks.

I borrowed the macro to produce the table below from an overlap posting that used to run on the Mechanical Investing board. Although the macro produces the stocks in descending/alphabetical based on their relative frequency of overlaps, I am not sure as to how it calculates the count.


		

Symbol Count
DDOG 36
NET 28
CRWD 21
UPST 21
SNOW 15
ZS 15
LSPD 10
MNDY 10
AFRM 3
TWLO 3
AMPL 1
BILL 1
DOCN 1
DOCU 1
GLBE 1
OKTA 1
ROKU 1
SE 1
SHOP 1
SQ 1
ZI 1
ZM 1

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