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No. of Recommendations: 6
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 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 Again from the free side of Tipranks, picks made within the last 30 days by their current two top-rated Wall Street analysts for tech companies that include SAAS
8 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
CRWD 28
DDOG 28
NET 28
UPST 21
SNOW 15
ZS 15
DOCU 10
LSPD 10
MNDY 6
ROKU 6
SE 6
OKTA 3
PATH 3
SQ 3
TWLO 3
ZM 3
ADBE 1
ASAN 1
COUP 1
CRM 1
DCBO 1
DOCN 1
SHOP 1
SPT 1
ZI 1
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