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…
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 am no longer including Bert Hochfield, picks as shown on the free side of Tipranks since there are so few.)
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.
Ticker/Count
SNOW 24
DDOG 21
NET 21
ZS 21
CRWD 15
MNDY 10
BILL 6
UPST 6
AMPL 3
TWLO 3
ZI 3
AFRM 1
DOCU 1
MDB 1
OKTA 1
PATH 1
S 1
SHOP 1
ZM 1