SITM co-mover map

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

The tape agrees with SITM's filings on 6 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 · 6

ASE Technology Holding Co., Ltd.ASXr 0.55 · 499d
Taiwan Semiconductor Manufacturing Co LtdTSMr 0.52 · 499d
Arrow Electronics, Inc.ARWr 0.45 · 500d
Teledyne Technologies IncTDYr 0.37 · 501d
United Microelectronics CorpUMCr 0.35 · 500d
Apple Inc.AAPLr 0.28 · 500d

Not in any filing · top 9 of 40

Semtech CorpSMTCr 0.59 · 499d
Diodes Inc /del/DIODr 0.58 · 499d
LAM Research CorpLRCXr 0.57 · 499d
Kulicke & Soffa Industries IncKLICr 0.56 · 499d
Coherent Corp.COHRr 0.56 · 499d
Ceva IncCEVAr 0.55 · 499d
Formfactor IncFORMr 0.55 · 499d
Monolithic Power Systems, Inc.MPWRr 0.55 · 499d
Advanced Energy Industries IncAEISr 0.55 · 499d

The next 31 the filings never mention, by industry

semiconductor · 19industrials & materials · 6hardware · 3memory · 2cloud · 1

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