Varamir

SVCO co-mover map

Supply chainMoved with it

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

The tape agrees with SVCO's filings on 3 names, and adds 39 they never mention.

Every pair regressed over our own daily closes, 500 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 · 3

Cadence Design Systems IncCDNSr 0.38 · 500d
Micron Technology IncMUr 0.30 · 501d
NXP Semiconductors N.V.NXPIr 0.27 · 501d

Not in any filing · top 9 of 39

Penguin Solutions, Inc.PENGr 0.45 · 500d
Ceva IncCEVAr 0.41 · 500d
Arteris, Inc.AIPr 0.41 · 500d
Cohu IncCOHUr 0.39 · 500d
Alpha & Omega Semiconductor LtdAOSLr 0.37 · 500d
DXP Enterprises IncDXPEr 0.37 · 500d
Rambus IncRMBSr 0.37 · 500d
Applied Materials IncAMATr 0.37 · 500d
Amkor Technology, Inc.AMKRr 0.36 · 500d

The next 30 the filings never mention, by industry

semiconductor · 23industrials & materials · 3cloud · 2hardware · 1financials · 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.