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No. of Recommendations: 7
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 knowledgeable 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 except as indicated below.

Sources for the data here are:
EMCLOUD index, the highest ranked fifteen stocks based on their efficiency scores @ https://cloudindex.bvp.com/explore-index
ARKW, the Next Generation Internet holdings, top fifteen by weight, one of Cathie Wood's actively managed funds @ https://ark-funds.com/arkw
CMF_muji’s holdings reported in his fool.com profile. He operates a SAAS blog at https://hhhypergrowth.com/ and frequently gets honorable mention on Saul’s board
Peter Offinga’s personal holdings as reported at softwarestackinvesting.com, he occasionally gets honorable mention on Saul’s board
Bert Hochfield, the most recent ten recommendations as shown on the free side of Tipranks which come from the free side of SeekingAlpha, he frequently gets honorable mention on Saul’s Board
Again from the free side of Tipranks, the most recent ten from two of their top rated Wall Street analysts for SAAS companies, Alex Zukin and Brent Bracelin
Saul’s board. Saul’s most recent reported holdings as well as holdings of others who get high recommendations. They typically include Bear, StockNovice and GauchoRico.

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.

Finally, this is a preliminary count since some do not post on Saul’s board until later in the week. So in a few days I plan to post an update.

	
Symbol Count
CRWD 15
DDOG 10
TWLO 10
ZS 10
SNOW* 6
UPST 6
NET 3
BILL 1
DOCS 1
DOCU 1
LSPD 1
MNDY 1
PLTR 1
ROKU 1
SHOP 1
SQ 1
U 1
ZI 1
ZM 1


*Saul, as well as other prominent members of Saul’s Board have recently sold their positions in SNOW
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