Varamir

Q co-mover map

Supply chainMoved with it

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

The tape agrees with Q's filings on one name, and adds 69 they never mention.

Every pair regressed over our own daily closes, 194 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

Taiwan Semiconductor Manufacturing Co LtdTSMr 0.66 · 194d

Not in any filing · top 9 of 69

LAM Research CorpLRCXr 0.69 · 194d
Applied Materials IncAMATr 0.68 · 194d
KLA CorpKLACr 0.67 · 194d
Comfort Systems USA IncFIXr 0.67 · 194d
Teradyne, IncTERr 0.66 · 194d
ASE Technology Holding Co., Ltd.ASXr 0.65 · 194d
Eaton Corp plcETNr 0.65 · 194d
Ametek Inc/AMEr 0.65 · 194d
Caterpillar IncCATr 0.64 · 194d

The next 60 the filings never mention, by industry

semiconductor · 26industrials & materials · 13hardware · 5energy & real estate · 4healthcare · 4cloud · 3memory · 3consumer · 2

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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.