Varamir

NTNX co-mover map

Supply chainMoved with it

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

The tape agrees with NTNX's filings on 5 names, and adds 43 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 · 5

Microsoft CorpMSFTr 0.41 · 501d
Hewlett Packard Enterprise CoHPEr 0.33 · 501d
Dell Technologies Inc.DELLr 0.29 · 501d
CSP IncCSPIr 0.27 · 500d
Amazon.com IncAMZNr 0.27 · 501d

Not in any filing · top 9 of 43

ServiceNow, Inc.NOWr 0.57 · 499d
CrowdStrike Holdings, Inc.CRWDr 0.55 · 499d
Salesforce, Inc.CRMr 0.54 · 499d
Workday, Inc.WDAYr 0.53 · 499d
PagerDuty, Inc.PDr 0.53 · 499d
Freshworks Inc.FRSHr 0.52 · 499d
Autodesk, Inc.ADSKr 0.51 · 499d
Palo Alto Networks IncPANWr 0.50 · 499d
Q2 Holdings, Inc.QTWOr 0.50 · 499d

The next 34 the filings never mention, by industry

cloud · 27hardware · 2industrials & materials · 2financials · 2semiconductor · 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.