Varamir

ROKU co-mover map

Supply chainMoved with it

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

The tape agrees with ROKU's filings on 5 names, and adds 40 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

Amazon.com IncAMZNr 0.48 · 499d
Best Buy Co IncBBYr 0.31 · 500d
Adeia Inc.ADEAr 0.29 · 502d
Netflix IncNFLXr 0.29 · 500d
Target CorpTGTr 0.27 · 500d

Not in any filing · top 9 of 40

Block, Inc.XYZr 0.54 · 499d
Robinhood Markets, Inc.HOODr 0.52 · 499d
Airbnb, Inc.ABNBr 0.49 · 499d
Magnite, Inc.MGNIr 0.48 · 499d
Carnival Corp Ltd.CCLr 0.46 · 499d
Coinbase Global, Inc.COINr 0.46 · 499d
KKR & Co. Inc.KKRr 0.45 · 499d
Recursion Pharmaceuticals, Inc.RXRXr 0.45 · 499d
Invesco Ltd.IVZr 0.44 · 499d

The next 31 the filings never mention, by industry

financials · 13consumer · 5energy & real estate · 4industrials & materials · 4cloud · 3hardware · 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.