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Author: fivesolas Three stars, 500 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore)
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Subject: Carefree Cloud Overlaps for December
Date: 12/5/2021 11:17 AM
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No. of Recommendations: 5
In an effort to remain relatively “carefree” the table below is intended to show what SAAS (software as a service) and/or hypergrowth 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 SeekingAlpha, 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 how it calculates the count.


		
Symbol	Count
DDOG	28
CRWD	21
NET	21
BILL	15
MNDY	15
ZS	15
SNOW	6
TWLO	6
AMPL	3
ASAN	3
UPST	3
AFRM	1
DOCN	1
DOCU	1
OKTA	1
PATH	1
SHOP	1
ZM	1
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