Varamir

ANET co-mover map

Supply chainMoved with it

Moved with it · ANET · measured on our own daily closes

The tape agrees with ANET's filings on 6 names, and adds 43 they never mention.

Every pair regressed over our own daily closes, 499 shared sessions behind the strongest. Companies that move together, not companies that move each other — this measures the tape, it does not explain it.

In its filings · 6

Broadcom Inc.AVGOr 0.59 · 499d
Jabil IncJBLr 0.46 · 499d
Sanmina CorpSANMr 0.39 · 500d
Flex Ltd.FLEXr 0.39 · 501d
Meta Platforms, Inc.METAr 0.34 · 501d
Microsoft CorpMSFTr 0.32 · 501d

Not in any filing · top 9 of 43

Vertiv Holdings CoVRTr 0.62 · 499d
Eaton Corp plcETNr 0.61 · 499d
Amphenol CorpAPHr 0.58 · 499d
EMCOR Group, Inc.EMEr 0.56 · 499d
Taiwan Semiconductor Manufacturing Co LtdTSMr 0.56 · 499d
Nvidia CorpNVDAr 0.56 · 499d
Comfort Systems USA IncFIXr 0.56 · 499d
GE Vernova Inc.GEVr 0.56 · 499d
Credo Technology Group Holding LtdCRDOr 0.55 · 499d

The next 34 the filings never mention, by industry

hardware · 10semiconductor · 9industrials & materials · 8energy & real estate · 3financials · 2memory · 1cloud · 1

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Not investment advice. Varamir is not a brokerage and does not execute orders. Prices via Intrinio; the tape shows ETF proxies. The supply-chain graph is published under CC BY 4.0; licensed market data is not redistributable.