Varamir

FN co-mover map

Supply chainMoved with it

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

The tape agrees with FN's filings on 3 names, and adds 41 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

Lumentum Holdings Inc.LITEr 0.68 · 499d
Nvidia CorpNVDAr 0.54 · 499d
Cisco Systems, Inc.CSCOr 0.41 · 500d

Not in any filing · top 9 of 41

Coherent Corp.COHRr 0.72 · 499d
Ciena CorpCIENr 0.66 · 499d
Jabil IncJBLr 0.63 · 499d
Advanced Energy Industries IncAEISr 0.63 · 499d
Corning IncGLWr 0.62 · 499d
Vertiv Holdings CoVRTr 0.62 · 499d
TTM Technologies IncTTMIr 0.61 · 499d
Eaton Corp plcETNr 0.61 · 499d
Comfort Systems USA IncFIXr 0.59 · 499d

The next 32 the filings never mention, by industry

semiconductor · 20industrials & materials · 7hardware · 3memory · 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.