Geopolitics Alpha

8-K - Silvaco Group, Inc. (0001943289) (Filer)

Published . Updated .

Key takeaways

  • 8-K - Silva Group filed an 8-K with the SEC on Nov 4 (a notice of a material company event).
  • Exposed: SVCO, XLRE, WELL, PLD, EQIX
  • Market reaction: price tracking starts with the next trading session.

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GEOPOLITICS ALPHA8-K - Silvaco Group, Inc.(0001943289) (Filer)SVCOGEOPOLITICS ALPHA

8-K - Silva Group filed an 8-K with the SEC on Nov 4 (a notice of a material company event).

Directly affected

  • SVCO Silvaco Group

    Named in this report.

Indirectly affected

  • XLRE Real Estate Select Sector SPDR+2.7% 30d

    Real Estate Select Sector SPDR holds the real estate sector that Service Properties Trust belongs to, so it often moves with news about it.

  • WELL Welltower+3.2% 30d

    Welltower is a peer of Service Properties Trust in real estate investment trusts; rivals often move on the same news.

  • PLD Prologis-3.7% 30d

    Prologis is a peer of Service Properties Trust in real estate investment trusts; rivals often move on the same news.

  • EQIX Equinix+0.4% 5d

    Equinix is a peer of Service Properties Trust in real estate investment trusts; rivals often move on the same news.

  • AMT American Tower+9.7% 30d

    American Tower is a peer of Service Properties Trust in real estate investment trusts; rivals often move on the same news.

  • SPG Simon Property Group

    Simon Property Group is a peer of Service Properties Trust in real estate investment trusts; rivals often move on the same news.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SVCO+15.07%+0.60%baseafter closeafter closeafter closeafter close
XLRE-4.53%-3.24%baseafter closeafter closeafter closeafter close
WELL-5.95%-3.59%baseafter closeafter closeafter closeafter close
PLD-2.56%-1.30%baseafter closeafter closeafter closeafter close
EQIX-1.64%-5.69%baseafter closeafter closeafter closeafter close
AMT-4.61%-3.31%baseafter closeafter closeafter closeafter close
SPG-5.58%-2.92%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Filed: 2026-11-04 AccNo: 0001628280-26-070138 Size: 516 KB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits

Source: sec-edgar

Silvaco Group (SVCO) since this story, compared with the market

CompanyWhenMoveStatus
American Tower (AMT)three days earlier-3.31%final price
American Tower (AMT)five days earlier-4.61%final price
Equinix (EQIX)three days earlier-5.69%final price
Equinix (EQIX)five days earlier-1.64%final price
Prologis (PLD)three days earlier-1.30%final price
Prologis (PLD)five days earlier-2.56%final price
Simon Property Group (SPG)three days earlier-2.92%final price
Simon Property Group (SPG)five days earlier-5.58%final price
Silvaco Group (SVCO)three days earlier+0.60%final price
Silvaco Group (SVCO)five days earlier+15.07%final price
Welltower (WELL)three days earlier-3.59%final price
Welltower (WELL)five days earlier-5.95%final price
Select Sector Spdr Tr (XLRE)three days earlier-3.24%final price
Select Sector Spdr Tr (XLRE)five days earlier-4.53%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Silvaco Group (SVCO)

Companies carried with this story

  • SVCO Silvaco Group

    For “8-K - Silvaco Group, Inc. (0001943289) (Filer),” Silvaco Group (SVCO) is linked, with no stored direction, high confidence. Reason on file: SEC 8-K filing -> direct issuer disclosure -> SVCO

  • XLRE Select Sector Spdr Tr

    Select Sector Spdr Tr (XLRE) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “8-K - Silvaco Group, Inc. (0001943289) (Filer).” Reason on file: Real Estate Select Sector SPDR holds the real estate sector that Service Properties Trust belongs to, so it often moves with news about it

  • WELL Welltower

    Welltower (WELL) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “8-K - Silvaco Group, Inc. (0001943289) (Filer).” Reason on file: Welltower is a peer of Service Properties Trust in real estate investment trusts; rivals often move on the same news

  • PLD Prologis

    Prologis (PLD) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “8-K - Silvaco Group, Inc. (0001943289) (Filer).” Reason on file: Prologis is a peer of Service Properties Trust in real estate investment trusts; rivals often move on the same news

  • EQIX Equinix

    For “8-K - Silvaco Group, Inc. (0001943289) (Filer),” Equinix (EQIX) is linked, with no stored direction, medium confidence. Reason on file: Equinix is a peer of Service Properties Trust in real estate investment trusts; rivals often move on the same news

  • AMT American Tower

    In “8-K - Silvaco Group, Inc. (0001943289) (Filer),” American Tower (AMT) is linked, with no stored direction, medium confidence. Reason on file: American Tower is a peer of Service Properties Trust in real estate investment trusts; rivals often move on the same news

  • SPG Simon Property Group

    Simon Property Group (SPG) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “8-K - Silvaco Group, Inc. (0001943289) (Filer).” Reason on file: Simon Property Group is a peer of Service Properties Trust in real estate investment trusts; rivals often move on the same news

How “8-K - Silvaco Group, Inc. (0001943289) (Filer)” reaches Silvaco Group (SVCO)

On 4 Nov 2026, “8-K - Silvaco Group, Inc. (0001943289) (Filer)” is the story that connects Silvaco Group (SVCO) to this story.

The link for Silvaco Group (SVCO) is this: SEC 8-K filing -> direct issuer disclosure -> SVCO

Also listed, Select Sector Spdr Tr (XLRE): Real Estate Select Sector SPDR holds the real estate sector that Service Properties Trust belongs to, so it often moves with news about it

Dates and price levels for Silvaco Group (SVCO)

WELL traded between 217.81 and 242.60 across 20 sessions. The latest close on file is 241.17. XLRE traded between 40.28 and 43.70 across 20 sessions. The latest close on file is 43.64.

How strong the case is around Silvaco Group (SVCO)

46 out of 100

“8-K - Silvaco Group, Inc. (0001943289) (Filer)” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.