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 much more elaborate compilation which uses only reports made on Saul’s board at this link:
https://docs.google.com/spreadsheets/d/15WYEG7cX2mdErck42Im4…. However, as of now it has not been updated for January.
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 Peter Offinga’s personal holdings as reported at softwarestackinvesting.com, he occasionally gets honorable mention on Saul’s board
6 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 28
NET 21
MNDY 15
ZS 15
SNOW 12
BILL 6
CRWD 6
S 3
TWLO 3
UPST 3
AMPL 1
OKTA 1
PATH 1
SHOP 1
ZI 1
ZM 1