Varamir

ARLO co-mover map

Supply chainMoved with it

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

The tape agrees with ARLO's filings on 4 names, and adds 40 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 · 4

Amazon.com IncAMZNr 0.34 · 499d
TD Synnex CorpSNXr 0.32 · 501d
Best Buy Co IncBBYr 0.29 · 501d
ADT Inc.ADTr 0.28 · 499d

Not in any filing · top 9 of 40

Block, Inc.XYZr 0.44 · 499d
Scansource, Inc.SCSCr 0.44 · 499d
Turtle Beach CorpTBCHr 0.42 · 499d
Trimble Inc.TRMBr 0.42 · 499d
Roku, IncROKUr 0.40 · 499d
EverCommerce Inc.EVCMr 0.39 · 499d
Lyft, Inc.LYFTr 0.39 · 499d
Emerson Electric CoEMRr 0.38 · 499d
Sonos IncSONOr 0.38 · 499d

The next 31 the filings never mention, by industry

cloud · 12consumer · 7financials · 4hardware · 3industrials & materials · 2healthcare · 2semiconductor · 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.