Varamir

DY co-mover map

Supply chainMoved with it

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

The tape agrees with DY's filings on one name, 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 · 1

Lumen Technologies, Inc.LUMNr 0.34 · 500d

Not in any filing · top 9 of 40

Quanta Services, Inc.PWRr 0.59 · 499d
Comfort Systems USA IncFIXr 0.56 · 499d
EMCOR Group, Inc.EMEr 0.55 · 499d
Sterling Infrastructure, Inc.STRLr 0.54 · 499d
MYR Group Inc.MYRGr 0.53 · 499d
Vertiv Holdings CoVRTr 0.49 · 499d
Legence Corp.LGNr 0.47 · 231d
IES Holdings, Inc.IESCr 0.47 · 499d
Coherent Corp.COHRr 0.47 · 499d

The next 31 the filings never mention, by industry

industrials & materials · 12semiconductor · 12hardware · 6financials · 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.