Varamir

CSCO co-mover map

Supply chainMoved with it

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

The tape agrees with CSCO's filings on 7 names, and adds 39 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 · 7

TD Synnex CorpSNXr 0.45 · 499d
FabrinetFNr 0.41 · 499d
Skyworks Solutions, Inc.SWKSr 0.40 · 499d
Insight Enterprises IncNSITr 0.35 · 500d
Eplus IncPLUSr 0.34 · 500d
PC Connection IncCNXNr 0.31 · 500d
Nutanix, Inc.NTNXr 0.26 · 499d

Not in any filing · top 9 of 39

Extreme Networks IncEXTRr 0.53 · 499d
Hewlett Packard Enterprise CoHPEr 0.52 · 499d
Arista Networks, Inc.ANETr 0.49 · 499d
F5, Inc.FFIVr 0.47 · 499d
Knowles CorpKNr 0.46 · 499d
Morgan StanleyMSr 0.46 · 499d
Citigroup IncCr 0.45 · 499d
NetApp, Inc.NTAPr 0.44 · 499d
Coherent Corp.COHRr 0.44 · 499d

The next 30 the filings never mention, by industry

semiconductor · 13industrials & materials · 7hardware · 5financials · 3cloud · 1consumer · 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.