Varamir

LUMN co-mover map

Supply chainMoved with it

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

The tape agrees with LUMN's filings on one name, and adds 42 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

Dycom Industries IncDYr 0.34 · 500d

Not in any filing · top 9 of 42

Knowles CorpKNr 0.44 · 499d
Proto Labs IncPRLBr 0.44 · 499d
Amphenol CorpAPHr 0.43 · 499d
Eaton Corp plcETNr 0.43 · 499d
Riot Platforms, Inc.RIOTr 0.43 · 499d
Qnity Electronics, Inc.Qr 0.42 · 194d
EMCOR Group, Inc.EMEr 0.42 · 499d
Core Scientific, Inc./txCORZr 0.41 · 499d
Benchmark Electronics IncBHEr 0.41 · 499d

The next 33 the filings never mention, by industry

semiconductor · 13industrials & materials · 6financials · 6hardware · 4consumer · 3memory · 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.