Varamir

PANW co-mover map

Supply chainMoved with it

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

The tape and PANW's filings agree on nothing, 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

No company that moves with PANW appears in its filings, or in anyone else's naming it.

Not in any filing · top 9 of 43

CrowdStrike Holdings, Inc.CRWDr 0.74 · 499d
Fortinet, Inc.FTNTr 0.66 · 499d
Tenable Holdings, Inc.TENBr 0.57 · 499d
ServiceNow, Inc.NOWr 0.55 · 499d
Datadog, Inc.DDOGr 0.53 · 499d
Nutanix, Inc.NTNXr 0.50 · 499d
Salesforce, Inc.CRMr 0.49 · 499d
Gen Digital Inc.GENr 0.49 · 499d
A10 Networks, Inc.ATENr 0.47 · 499d

The next 34 the filings never mention, by industry

cloud · 23financials · 5consumer · 2hardware · 2memory · 1semiconductor · 1

Sign in to keep this map. A saved view records which company, and which map, then draws it again against a live tape whenever you open it.

Sign in

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.