Varamir

SANM co-mover map

Supply chainMoved with it

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

The tape agrees with SANM's filings on 2 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 · 2

Advanced Micro Devices IncAMDr 0.57 · 499d
Arista Networks, Inc.ANETr 0.39 · 501d

Not in any filing · top 9 of 40

Benchmark Electronics IncBHEr 0.63 · 499d
Plexus CorpPLXSr 0.59 · 499d
Amkor Technology, Inc.AMKRr 0.58 · 499d
Jabil IncJBLr 0.58 · 499d
TTM Technologies IncTTMIr 0.58 · 499d
Flex Ltd.FLEXr 0.57 · 499d
Advanced Energy Industries IncAEISr 0.55 · 499d
Knowles CorpKNr 0.54 · 499d
Arteris, Inc.AIPr 0.54 · 499d

The next 31 the filings never mention, by industry

industrials & materials · 14semiconductor · 12hardware · 2memory · 1cloud · 1consumer · 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.