BHE co-mover map

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

The tape agrees with BHE's filings on 3 names, and adds 65 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 · 3

Applied Materials IncAMATr 0.63 · 499d
Ouster, Inc.OUSTr 0.40 · 500d
Trimble Inc.TRMBr 0.39 · 500d

Not in any filing · top 9 of 65

Plexus CorpPLXSr 0.77 · 499d
Knowles CorpKNr 0.75 · 499d
CTS CorpCTSr 0.73 · 499d
Advanced Energy Industries IncAEISr 0.72 · 499d
Caterpillar IncCATr 0.71 · 499d
Cohu IncCOHUr 0.70 · 499d
Avnet IncAVTr 0.70 · 499d
Enpro Inc.NPOr 0.68 · 499d
Jabil IncJBLr 0.68 · 499d

The next 56 the filings never mention, by industry

semiconductor · 21industrials & materials · 20hardware · 6consumer · 5cloud · 1memory · 1healthcare · 1energy & real estate · 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.