Supply Chain
Supplier–customer relationships between named firms, and how concentrated each supply layer is.
Supplier–customer relationships
The graph
2 corrections · latest 25 Sep 2026
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Show the top 500 public-provenance supply records as a table (alternative to the interactive graph)
| Supplier | Customer | Category | Product / service | Association evidence | Period | Criticality | Sole source |
|---|---|---|---|---|---|---|---|
| Applied Materials | Micron | Not established | Not established | — | Oct 2026 | — | — |
| Lam Research | Micron | Not established | Not established | — | Oct 2026 | — | — |
| NVIDIA | Alphabet | Not established | Not established | — | Oct 2026 | — | — |
| NVIDIA | Lambda Labs | Not established | Not established | — | Oct 2026 | — | — |
| Amkor | NVIDIA | Not established | Not established | — | Oct 2026 | — | — |
| Ibiden | NVIDIA | Not established | Not established | — | Oct 2026 | — | — |
| King Yuan Electronics | NVIDIA | Not established | Not established | — | Oct 2026 | — | — |
| Samsung Electro-Mechanics Co., Ltd. | NVIDIA | Not established | Not established | — | Oct 2026 | — | — |
| Siliconware Precision Industries Co., Ltd. | NVIDIA | Not established | Not established | — | Oct 2026 | — | — |
| Unimicron | NVIDIA | Not established | Not established | — | Oct 2026 | — | — |
| NVIDIA | Dell Technologies | Not established | Not established | — | Oct 2026 | — | — |
| NVIDIA | Super Micro Computer, Inc. | Not established | Not established | — | Oct 2026 | — | — |
| ARM | Alphabet | Not established | Not established | — | Oct 2026 | — | — |
| TRUMPF SE + Co. KG | ASML | Not established | Not established | — | Oct 2026 | — | — |
| Alphabet | OpenAI | Other | Not established | — | Oct 2026 | — | — |
| NVIDIA | Quanta Computer | Not established | Not established | — | Oct 2026 | — | — |
| TSMC | Marvell Technology | Not established | Not established | — | Oct 2026 | — | — |
| NVIDIA | Lenovo Group | Not established | Not established | — | Sep 2026 | — | — |
| Wiwynn | Amazon.com, Inc. | Other | Not established | — | Sep 2026 | — | — |
| NVIDIA | Amazon.com, Inc. | Not established | Not established | — | Aug 2026 | — | — |
| NVIDIA | OpenAI | Not established | Not established | — | Aug 2026 | — | — |
| Microsoft Corporation | OpenAI | Other | Not established | — | Aug 2026 | — | — |
| NVIDIA | xAI | Not established | Not established | — | Aug 2026 | — | — |
| TSMC | NVIDIA | Not established | Not established | — | Aug 2026 | — | — |
| Foxconn | NVIDIA | Other | Not established | — | Aug 2026 | — | — |
| Wistron | NVIDIA | Other | Not established | — | Aug 2026 | — | — |
| AMD | Microsoft Corporation | Not established | Not established | — | Aug 2026 | — | — |
| AMD | Oracle Corporation | Not established | Not established | — | Aug 2026 | — | — |
| NVIDIA | Foxconn | Not established | Not established | — | Jul 2026 | — | — |
| NVIDIA | Microsoft Corporation | Not established | Not established | — | Jul 2026 | — | — |
| AMD | Hewlett Packard Enterprise | Not established | Not established | — | Jul 2026 | — | — |
| Amazon.com, Inc. | Anthropic | Not established | Not established | — | Jun 2026 | — | — |
| NVIDIA | CoreWeave | Not established | Not established | — | Jun 2026 | — | — |
| Amazon.com, Inc. | Anthropic | Other | Not established | — | Jun 2026 | — | — |
| Amazon.com, Inc. | OpenAI | Other | Not established | — | Jun 2026 | — | — |
| CoreWeave | Microsoft Corporation | Other | Not established | — | Jun 2026 | — | — |
| CoreWeave | OpenAI | Other | Not established | — | Jun 2026 | — | — |
| Nebius | Meta Platforms, Inc. | Other | Not established | — | Jun 2026 | — | — |
| Nebius | Microsoft Corporation | Other | Not established | — | Jun 2026 | — | — |
| KLA | TSMC | Not established | Not established | — | Jun 2026 | — | — |
| Micron | Super Micro Computer, Inc. | Not established | Not established | — | Jun 2026 | — | — |
| Lam Research | Samsung | Not established | Not established | — | Jun 2026 | — | — |
| Lam Research | SK Hynix | Not established | Not established | — | Jun 2026 | — | — |
| Lam Research | TSMC | Not established | Not established | — | Jun 2026 | — | — |
| AMD | Meta Platforms, Inc. | Not established | Not established | — | Jun 2026 | — | — |
| AMD | OpenAI | Not established | Not established | — | Jun 2026 | — | — |
| Intel | Hewlett Packard Enterprise | Not established | Not established | — | Jun 2026 | — | — |
| Broadcom Inc. | OpenAI | Not established | Not established | — | Jun 2026 | — | — |
| Amkor | TSMC | Not established | Not established | — | Jun 2026 | — | — |
| Space Exploration Technologies Corp. | Anthropic | Other | Not established | — | Jun 2026 | — | — |
| Amazon.com, Inc. | Meta Platforms, Inc. | Not established | Not established | — | Jun 2026 | — | — |
| NVIDIA | Meta Platforms, Inc. | Not established | Not established | — | Jun 2026 | — | — |
| ARM | NVIDIA | Not established | Not established | — | Jun 2026 | — | — |
| NVIDIA | Wistron | Not established | Not established | — | May 2026 | — | — |
| Alphabet | Anthropic | Not established | Not established | — | May 2026 | — | — |
| NVIDIA | Inventec | Not established | Not established | — | May 2026 | — | — |
| TSMC | Cerebras Systems | Not established | Not established | — | May 2026 | — | — |
| ASE Technology Holding | Cerebras Systems | Not established | Not established | — | May 2026 | — | — |
| NVIDIA | Anthropic | Not established | Not established | — | May 2026 | — | — |
| Oracle Corporation | OpenAI | Other | Not established | — | Apr 2026 | — | — |
| Cadence | NVIDIA | Not established | Not established | — | Apr 2026 | — | — |
| Broadcom Inc. | Meta Platforms, Inc. | Not established | Not established | — | Apr 2026 | — | — |
| CoreWeave | Meta Platforms, Inc. | Other | Not established | — | Apr 2026 | — | — |
| Broadcom Inc. | Alphabet | Not established | Not established | — | Apr 2026 | — | — |
| Alphabet | Anthropic | Other | Not established | — | Apr 2026 | — | — |
| NVIDIA | Oracle Corporation | Not established | Not established | — | Mar 2026 | — | — |
| Tokyo Electron | Samsung | Not established | Not established | — | Mar 2026 | — | — |
| Tokyo Electron | TSMC | Not established | Not established | — | Mar 2026 | — | — |
| Advantest | NVIDIA | Not established | Not established | — | Mar 2026 | — | — |
| Advantest | TSMC | Not established | Not established | — | Mar 2026 | — | — |
| Ibiden | Intel | Not established | Not established | — | Mar 2026 | — | — |
| FormFactor | SK Hynix | Not established | Not established | — | Mar 2026 | — | — |
| GlobalWafers | TSMC | Not established | Not established | — | Mar 2026 | — | — |
| Applied Materials | Intel | Not established | Not established | — | Mar 2026 | — | — |
| ASM International | Intel | Not established | Not established | — | Mar 2026 | — | — |
| CAMTEK | Intel | Not established | Not established | — | Mar 2026 | — | — |
| KLA | Intel | Not established | Not established | — | Mar 2026 | — | — |
| Kokusai Electric | Intel | Not established | Not established | — | Mar 2026 | — | — |
| Lam Research | Intel | Not established | Not established | — | Mar 2026 | — | — |
| Lasertec | Intel | Not established | Not established | — | Mar 2026 | — | — |
| Nova | Intel | Not established | Not established | — | Mar 2026 | — | — |
| Tokyo Electron | Intel | Not established | Not established | — | Mar 2026 | — | — |
| Veeco Instruments | Intel | Not established | Not established | — | Mar 2026 | — | — |
| UMC | Intel | Not established | Not established | — | Mar 2026 | — | — |
| ASML | Intel | Not established | Not established | — | Mar 2026 | — | — |
| Disco | Intel | Not established | Not established | — | Mar 2026 | — | — |
| FormFactor | Intel | Not established | Not established | — | Mar 2026 | — | — |
| Siliconware Precision Industries Co., Ltd. | Intel | Not established | Not established | — | Mar 2026 | — | — |
| NVIDIA | Samsung | Not established | Not established | — | Mar 2026 | — | — |
| TSMC | Microsoft Corporation | Not established | Not established | — | Jan 2026 | — | — |
| Samsung | NVIDIA | Not established | Not established | — | Jan 2026 | — | — |
| Micron | NVIDIA | Not established | Not established | — | Jan 2026 | — | — |
| Samsung | NVIDIA | Not established | Not established | — | Jan 2026 | — | — |
| SK Hynix | NVIDIA | Not established | Not established | — | Jan 2026 | — | — |
| Fabrinet | NVIDIA | Other | Not established | — | Jan 2026 | — | — |
| NVIDIA | Nebius | Not established | Not established | — | Dec 2025 | — | — |
| Celestica | Applied Materials | Not established | Not established | — | Dec 2025 | — | — |
| Celestica | Lam Research | Not established | Not established | — | Dec 2025 | — | — |
| Samsung | Tesla | Not established | Not established | — | Dec 2025 | — | — |
| ASML | TSMC | Not established | Not established | — | Dec 2025 | — | — |
| Entegris | TSMC | Not established | Not established | — | Dec 2025 | — | — |
| Tokyo Ohka Kogyo | TSMC | Not established | Not established | — | Dec 2025 | — | — |
| Celestica | Alphabet | Other | Not established | — | Dec 2025 | — | — |
| Celestica | Amazon.com, Inc. | Other | Not established | — | Dec 2025 | — | — |
| Celestica | Dell Technologies | Other | Not established | — | Dec 2025 | — | — |
| Celestica | Hewlett Packard Enterprise | Other | Not established | — | Dec 2025 | — | — |
| Celestica | Meta Platforms, Inc. | Other | Not established | — | Dec 2025 | — | — |
| Inventec | Hewlett Packard Enterprise | Other | Not established | — | Dec 2025 | — | — |
| Intel | Lenovo Group | Not established | SEC >10% customer disclosure | — | FY2025 | — | — |
| Intel | HP Inc | Not established | SEC >10% customer disclosure | — | FY2025 | — | — |
| Intel | Dell Technologies | Not established | SEC >10% customer disclosure | — | FY2025 | — | — |
| Arista Networks | Meta Platforms, Inc. | Not established | SEC >10% customer disclosure | — | FY2025 | — | — |
| Arista Networks | Microsoft Corporation | Not established | SEC >10% customer disclosure | — | FY2025 | — | — |
| Digital Realty | Lumen Technologies | Other | SEC >10% customer disclosure | — | FY2025 | — | — |
| Digital Realty | Oracle Corporation | Other | SEC >10% customer disclosure | — | FY2025 | — | — |
| Digital Realty | Equinix, Inc. | Other | SEC >10% customer disclosure | — | FY2025 | — | — |
| Digital Realty | Meta Platforms, Inc. | Other | SEC >10% customer disclosure | — | FY2025 | — | — |
| Digital Realty | Morgan Stanley | Other | SEC >10% customer disclosure | — | FY2025 | — | — |
| Digital Realty | AT&T | Other | SEC >10% customer disclosure | — | FY2025 | — | — |
| Digital Realty | Rackspace US, Inc. | Other | SEC >10% customer disclosure | — | FY2025 | — | — |
| Digital Realty | JPMorgan Chase | Other | SEC >10% customer disclosure | — | FY2025 | — | — |
| Digital Realty | IBM | Other | SEC >10% customer disclosure | — | FY2025 | — | — |
| Digital Realty | LINKEDIN CORP | Other | SEC >10% customer disclosure | — | FY2025 | — | — |
| Digital Realty | Comcast | Other | SEC >10% customer disclosure | — | FY2025 | — | — |
| GlobalFoundries | AMD | Not established | Not established | — | Dec 2025 | — | — |
| Samsung | AMD | Not established | Not established | — | Dec 2025 | — | — |
| TSMC | AMD | Not established | Not established | — | Dec 2025 | — | — |
| TSMC | Intel | Not established | Not established | — | Dec 2025 | — | — |
| UMC | AMD | Not established | Not established | — | Dec 2025 | — | — |
| King Yuan Electronics | AMD | Not established | Not established | — | Dec 2025 | — | — |
| Siliconware Precision Industries Co., Ltd. | AMD | Not established | Not established | — | Dec 2025 | — | — |
| ARM | Amazon.com, Inc. | Not established | Not established | — | Dec 2025 | — | — |
| Broadcom Inc. | Hewlett Packard Enterprise | Not established | Not established | — | Dec 2025 | — | — |
| Oracle Corporation | Meta Platforms, Inc. | Other | Not established | — | Nov 2025 | — | — |
| JSR Corporation | TSMC | Not established | Not established | — | Nov 2025 | — | — |
| Resonac Holdings | TSMC | Not established | Not established | — | Nov 2025 | — | — |
| Shin-Etsu | TSMC | Not established | Not established | — | Nov 2025 | — | — |
| SUMCO | TSMC | Not established | Not established | — | Nov 2025 | — | — |
| Applied Materials | TSMC | Not established | Not established | — | Nov 2025 | — | — |
| EBARA | TSMC | Not established | Not established | — | Nov 2025 | — | — |
| Kokusai Electric | TSMC | Not established | Not established | — | Nov 2025 | — | — |
| Onto Innovation | TSMC | Not established | Not established | — | Nov 2025 | — | — |
| Screen | TSMC | Not established | Not established | — | Nov 2025 | — | — |
| ULVAC | TSMC | Not established | Not established | — | Nov 2025 | — | — |
| Canon | TSMC | Not established | Not established | — | Nov 2025 | — | — |
| Disco | TSMC | Not established | Not established | — | Nov 2025 | — | — |
| Microsoft Corporation | Anthropic | Other | Not established | — | Nov 2025 | — | — |
| ARM | Microsoft Corporation | Not established | Not established | — | Nov 2025 | — | — |
| Broadcom Inc. | Dell Technologies | Not established | Not established | — | Nov 2025 | — | — |
| TSMC | Broadcom Inc. | Not established | Not established | — | Nov 2025 | — | — |
| Amkor | Broadcom Inc. | Not established | Not established | — | Nov 2025 | — | — |
| ASE Technology Holding | Broadcom Inc. | Not established | Not established | — | Nov 2025 | — | — |
| Foxconn | Broadcom Inc. | Not established | Not established | — | Nov 2025 | — | — |
| Siliconware Precision Industries Co., Ltd. | Broadcom Inc. | Not established | Not established | — | Nov 2025 | — | — |
| TSMC | Broadcom Inc. | Not established | Not established | — | Nov 2025 | — | — |
| Tokyo Electron | Micron | Not established | Not established | — | Oct 2025 | — | — |
| NVIDIA | Hewlett Packard Enterprise | Not established | Not established | — | Oct 2025 | — | — |
| Broadcom Inc. | WT Microelectronics | Not established | SEC >10% customer disclosure | — | FY2025 | — | — |
| Qualcomm Inc | SAMSUNG ELECTRONICS CO -ADR | Not established | SEC >10% customer disclosure | — | FY2025 | — | — |
| Skyworks Solutions | Apple | Other | SEC segment disclosure: SKYWORKS SOLUTIONS INC → APPLE INC | — | FY2025 | — | — |
| Qualcomm Inc | Apple | Not established | SEC segment disclosure: QUALCOMM INC → APPLE INC | — | FY2025 | — | — |
| Qualcomm Inc | Samsung | Not established | SEC segment disclosure: QUALCOMM INC → SAMSUNG ELECTRONICS CO LTD | — | FY2025 | — | — |
| Qualcomm Inc | XIAOMI CORPORATION | Not established | SEC segment disclosure: QUALCOMM INC → XIAOMI CORPORATION | — | FY2025 | — | — |
| BELLRING BRANDS INC | Amazon.com, Inc. | Other | SEC segment disclosure: BELLRING BRANDS INC → AMAZON.COM INC | — | FY2025 | — | — |
| CoreWeave | NVIDIA | Other | Not established | — | Sep 2025 | — | — |
| ASML | SK Hynix | Not established | Not established | — | Sep 2025 | — | — |
| Jabil | Apple | Other | SEC segment disclosure: JABIL INC → APPLE INC | — | FY2025 | — | — |
| TSMC | Alphabet | Not established | Not established | — | Aug 2025 | — | — |
| KLA | TSMC | Not established | SEC >10% customer disclosure | — | FY2025 | — | — |
| Lam Research | TSMC | Not established | SEC >10% customer disclosure | — | FY2025 | — | — |
| KLA | TSMC | Not established | SEC segment disclosure: KLA CORP → TAIWAN SEMICONDUCTOR MFG CO | — | FY2025 | — | — |
| Koss | Amazon.com, Inc. | Other | SEC segment disclosure: KOSS CORP → AMAZON.COM INC | — | FY2025 | — | — |
| Lam Research | Samsung | Not established | SEC segment disclosure: LAM RESEARCH CORP → SAMSUNG ELECTRONICS CO LTD | — | FY2025 | — | — |
| Lam Research | TSMC | Not established | SEC segment disclosure: LAM RESEARCH CORP → TAIWAN SEMICONDUCTOR MFG CO | — | FY2025 | — | — |
| Lumentum Holdings | Apple | Other | SEC segment disclosure: LUMENTUM HOLDINGS INC → APPLE INC | — | FY2025 | — | — |
| Lumentum Holdings | Alphabet | Other | SEC segment disclosure: LUMENTUM HOLDINGS INC → ALPHABET INC | — | FY2025 | — | — |
| EGAIN CORP | Cisco | Other | SEC segment disclosure: EGAIN CORP → CISCO SYSTEMS INC | — | FY2025 | — | — |
| Fabrinet | Cisco | Other | SEC segment disclosure: FABRINET → CISCO SYSTEMS INC | — | FY2025 | — | — |
| FormFactor | TSMC | Not established | Not established | — | Jun 2025 | — | — |
| Oracle Corporation | xAI | Other | Not established | — | Jun 2025 | — | — |
| ARM | Arm Technology (China) Co. Limited | Not established | SEC >10% customer disclosure | — | FY2025 | — | — |
| CROWN CRAFTS INC | Amazon.com, Inc. | Other | SEC segment disclosure: CROWN CRAFTS INC → AMAZON.COM INC | — | FY2025 | — | — |
| EMERSON RADIO CORP | Amazon.com, Inc. | Other | SEC segment disclosure: EMERSON RADIO CORP → AMAZON.COM INC | — | FY2025 | — | — |
| Cirrus Logic | Apple | Other | SEC segment disclosure: CIRRUS LOGIC INC → APPLE INC | — | FY2025 | — | — |
| ELECTRONIC ARTS INC | Microsoft Corporation | Other | SEC segment disclosure: ELECTRONIC ARTS INC → MICROSOFT CORP | — | FY2025 | — | — |
| E.L.F. BEAUTY INC | Amazon.com, Inc. | Other | SEC segment disclosure: E.L.F. BEAUTY INC → AMAZON.COM INC | — | FY2025 | — | — |
| ARM | Qualcomm Inc | Not established | SEC segment disclosure: ARM HOLDINGS PLC → QUALCOMM INC | — | FY2025 | — | — |
| EPLUS INC | Cisco | Other | SEC segment disclosure: EPLUS INC → CISCO SYSTEMS INC | — | FY2025 | — | — |
| Qorvo | Apple | Other | SEC segment disclosure: QORVO INC → APPLE INC | — | FY2025 | — | — |
| Qorvo | Samsung | Other | SEC segment disclosure: QORVO INC → SAMSUNG ELECTRONICS CO LTD | — | FY2025 | — | — |
| Logitech International | Amazon.com, Inc. | Other | SEC segment disclosure: LOGITECH INTERNATIONAL SA → AMAZON.COM INC | — | FY2025 | — | — |
| PRESTIGE CONSUMER HEALTHCARE | Amazon.com, Inc. | Other | SEC segment disclosure: PRESTIGE CONSUMER HEALTHCARE → AMAZON.COM INC | — | FY2025 | — | — |
| HELEN OF TROY LTD | Amazon.com, Inc. | Other | SEC segment disclosure: HELEN OF TROY LTD → AMAZON.COM INC | — | FY2025 | — | — |
| Marvell Technology | Wintech Digital Systems Technology Corp | Not established | SEC >10% customer disclosure | — | FY2025 | — | — |
| Teradyne | Samsung | Not established | SEC >10% customer disclosure | — | FY2024 | — | — |
| Teradyne | TSMC | Not established | SEC >10% customer disclosure | — | FY2024 | — | — |
| GlobalFoundries | Sony Semiconductor Manufacturing Corporation | Not established | SEC >10% customer disclosure | — | FY2024 | — | — |
| GlobalFoundries | Mediatek Incorporation | Not established | SEC >10% customer disclosure | — | FY2024 | — | — |
| Digital Realty | Rackspace US, Inc. | Other | SEC >10% customer disclosure | — | FY2024 | — | — |
| Digital Realty | IBM | Other | SEC >10% customer disclosure | — | FY2024 | — | — |
| Cousins Properties | Amazon.com, Inc. | Other | SEC segment disclosure: COUSINS PROPERTIES INC → AMAZON.COM INC | — | FY2024 | — | — |
| Cousins Properties | Alphabet | Other | SEC segment disclosure: COUSINS PROPERTIES INC → ALPHABET INC | — | FY2024 | — | — |
| ESCALADE INC | Amazon.com, Inc. | Other | SEC segment disclosure: ESCALADE INC → AMAZON.COM INC | — | FY2024 | — | — |
| FEDERAL REALTY INVESTMENT TR | Cisco | Other | SEC segment disclosure: FEDERAL REALTY INVESTMENT TR → CISCO SYSTEMS INC | — | FY2024 | — | — |
| HASBRO INC | Amazon.com, Inc. | Other | SEC segment disclosure: HASBRO INC → AMAZON.COM INC | — | FY2024 | — | — |
| Intel | HP Inc | Not established | SEC segment disclosure: INTEL CORP → HP INC | — | FY2024 | — | — |
| Intel | Dell Technologies | Not established | SEC segment disclosure: INTEL CORP → DELL TECHNOLOGIES INC | — | FY2024 | — | — |
| Intel | Lenovo Group | Not established | SEC segment disclosure: INTEL CORP → LENOVO GROUP LTD | — | FY2024 | — | — |
| Interdigital | Apple | Other | SEC segment disclosure: INTERDIGITAL INC → APPLE INC | — | FY2024 | — | — |
| Interdigital | Samsung | Other | SEC segment disclosure: INTERDIGITAL INC → SAMSUNG ELECTRONICS CO LTD | — | FY2024 | — | — |
| NEWELL BRANDS INC | Amazon.com, Inc. | Other | SEC segment disclosure: NEWELL BRANDS INC → AMAZON.COM INC | — | FY2024 | — | — |
| Teradyne | TSMC | Not established | SEC segment disclosure: TERADYNE INC → TAIWAN SEMICONDUCTOR MFG CO | — | FY2024 | — | — |
| Teradyne | SK Hynix | Not established | SEC segment disclosure: TERADYNE INC → SK HYNIX INC | — | FY2024 | — | — |
| UNITED PARCEL SERVICE INC | Amazon.com, Inc. | Other | SEC segment disclosure: UNITED PARCEL SERVICE INC → AMAZON.COM INC | — | FY2024 | — | — |
| VORNADO REALTY TRUST | Amazon.com, Inc. | Other | SEC segment disclosure: VORNADO REALTY TRUST → AMAZON.COM INC | — | FY2024 | — | — |
| VORNADO REALTY TRUST | Meta Platforms, Inc. | Other | SEC segment disclosure: VORNADO REALTY TRUST → META PLATFORMS INC | — | FY2024 | — | — |
| Lattice Semiconductor | ARROW ELECTRONICS, INC. | Other | SEC segment disclosure: LATTICE SEMICONDUCTOR CORP → ARROW ELECTRONICS INC | — | FY2024 | — | — |
| Applied Optoelectronics | Microsoft Corporation | Other | SEC segment disclosure: APPLIED OPTOELECTRONICS INC → MICROSOFT CORP | — | FY2024 | — | — |
| Applied Optoelectronics | Oracle Corporation | Other | SEC segment disclosure: APPLIED OPTOELECTRONICS INC → ORACLE CORP | — | FY2024 | — | — |
| Turtle Beach | Amazon.com, Inc. | Other | SEC segment disclosure: TURTLE BEACH CORP → AMAZON.COM INC | — | FY2024 | — | — |
| INVENTRUST PROPERTIES CORP | Amazon.com, Inc. | Other | SEC segment disclosure: INVENTRUST PROPERTIES CORP → AMAZON.COM INC | — | FY2024 | — | — |
| Arista Networks | Microsoft Corporation | Not established | SEC segment disclosure: ARISTA NETWORKS INC → MICROSOFT CORP | — | FY2024 | — | — |
| Arista Networks | Meta Platforms, Inc. | Not established | SEC segment disclosure: ARISTA NETWORKS INC → META PLATFORMS INC | — | FY2024 | — | — |
| Benchmark Electronics | Applied Materials | Other | SEC segment disclosure: BENCHMARK ELECTRONICS INC → APPLIED MATERIALS INC | — | FY2024 | — | — |
| INUVO INC | Alphabet | Other | SEC segment disclosure: INUVO INC → ALPHABET INC | — | FY2024 | — | — |
| KORNIT DIGITAL LTD | Amazon.com, Inc. | Other | SEC segment disclosure: KORNIT DIGITAL LTD → AMAZON.COM INC | — | FY2024 | — | — |
| LIFETIME BRANDS INC | Amazon.com, Inc. | Other | SEC segment disclosure: LIFETIME BRANDS INC → AMAZON.COM INC | — | FY2024 | — | — |
| Kimco Realty | Amazon.com, Inc. | Other | SEC segment disclosure: KIMCO REALTY CORP → AMAZON.COM INC | — | FY2024 | — | — |
| Intellia Therapeutics, Inc. | REGENERON PHARMACEUTICALS | Other | SEC segment disclosure: INTELLIA THERAPEUTICS INC → REGENERON PHARMACEUTICALS | — | FY2024 | — | — |
| YETI HOLDINGS INC | Amazon.com, Inc. | Other | SEC segment disclosure: YETI HOLDINGS INC → AMAZON.COM INC | — | FY2024 | — | — |
| LXP INDUSTRIAL TRUST | Amazon.com, Inc. | Other | SEC segment disclosure: LXP INDUSTRIAL TRUST → AMAZON.COM INC | — | FY2024 | — | — |
| Ichor Holdings | Applied Materials | Other | SEC segment disclosure: ICHOR HOLDINGS LTD → APPLIED MATERIALS INC | — | FY2024 | — | — |
| Ichor Holdings | Lam Research | Other | SEC segment disclosure: ICHOR HOLDINGS LTD → LAM RESEARCH CORP | — | FY2024 | — | — |
| Ichor Holdings | ASML | Other | SEC segment disclosure: ICHOR HOLDINGS LTD → ASML HOLDING NV | — | FY2024 | — | — |
| MADDEN STEVEN LTD | Amazon.com, Inc. | Other | SEC segment disclosure: MADDEN STEVEN LTD → AMAZON.COM INC | — | FY2024 | — | — |
| Prologis | Amazon.com, Inc. | Other | SEC segment disclosure: PROLOGIS INC → AMAZON.COM INC | — | FY2024 | — | — |
| STMicroelectronics | Apple | Other | SEC segment disclosure: STMICROELECTRONICS NV → APPLE INC | — | FY2024 | — | — |
| Harmonic | Apple | Other | SEC segment disclosure: HARMONIC INC → APPLE INC | — | FY2024 | — | — |
| Borqs Technologies | Intel | Other | SEC segment disclosure: BORQS TECHNOLOGIES INC → INTEL CORP | — | FY2024 | — | — |
| Borqs Technologies | Marvell Technology | Other | SEC segment disclosure: BORQS TECHNOLOGIES INC → MARVELL TECHNOLOGY INC | — | FY2024 | — | — |
| ROKU INC | Amazon.com, Inc. | Other | SEC segment disclosure: ROKU INC → AMAZON.COM INC | — | FY2024 | — | — |
| ACM Research | SMIC | Other | SEC segment disclosure: ACM RESEARCH INC → SEMICONDUCTOR MFG INTL CORP | — | FY2024 | — | — |
| Datavault AI | Amazon.com, Inc. | Other | SEC segment disclosure: DATAVAULT AI INC → AMAZON.COM INC | — | FY2024 | — | — |
| KONTOOR BRANDS INC | Amazon.com, Inc. | Other | SEC segment disclosure: KONTOOR BRANDS INC → AMAZON.COM INC | — | FY2024 | — | — |
| SiTime | Apple | Other | SEC segment disclosure: SITIME CORP → APPLE INC | — | FY2024 | — | — |
| SYSTEM1 INC | Microsoft Corporation | Other | SEC segment disclosure: SYSTEM1 INC → MICROSOFT CORP | — | FY2024 | — | — |
| SYSTEM1 INC | Alphabet | Other | SEC segment disclosure: SYSTEM1 INC → ALPHABET INC | — | FY2024 | — | — |
| IAC INC | Alphabet | Other | SEC segment disclosure: IAC INC → ALPHABET INC | — | FY2024 | — | — |
| Corsair Gaming | Amazon.com, Inc. | Other | SEC segment disclosure: CORSAIR GAMING INC → AMAZON.COM INC | — | FY2024 | — | — |
| BUZZFEED INC | Amazon.com, Inc. | Other | SEC segment disclosure: BUZZFEED INC → AMAZON.COM INC | — | FY2024 | — | — |
| BUZZFEED INC | Alphabet | Other | SEC segment disclosure: BUZZFEED INC → ALPHABET INC | — | FY2024 | — | — |
| PLAYTIKA HOLDING CORP | Apple | Other | SEC segment disclosure: PLAYTIKA HOLDING CORP → APPLE INC | — | FY2024 | — | — |
| PLAYTIKA HOLDING CORP | Alphabet | Other | SEC segment disclosure: PLAYTIKA HOLDING CORP → ALPHABET INC | — | FY2024 | — | — |
| PLAYTIKA HOLDING CORP | Meta Platforms, Inc. | Other | SEC segment disclosure: PLAYTIKA HOLDING CORP → META PLATFORMS INC | — | FY2024 | — | — |
| CORE SCIENTIFIC INC | CoreWeave | Other | SEC segment disclosure: CORE SCIENTIFIC INC → COREWEAVE INC | — | FY2024 | — | — |
| TASKUS INC | Meta Platforms, Inc. | Other | SEC segment disclosure: TASKUS INC → META PLATFORMS INC | — | FY2024 | — | — |
| indie Semiconductor, Inc. | Aptiv | Other | SEC segment disclosure: INDIE SEMICONDUCTOR INC → APTIV PLC | — | FY2024 | — | — |
| PLAYSTUDIOS INC | Apple | Other | SEC segment disclosure: PLAYSTUDIOS INC → APPLE INC | — | FY2024 | — | — |
| PLAYSTUDIOS INC | Alphabet | Other | SEC segment disclosure: PLAYSTUDIOS INC → ALPHABET INC | — | FY2024 | — | — |
| DUOLINGO INC | Apple | Other | SEC segment disclosure: DUOLINGO INC → APPLE INC | — | FY2024 | — | — |
| DUOLINGO INC | Alphabet | Other | SEC segment disclosure: DUOLINGO INC → ALPHABET INC | — | FY2024 | — | — |
| TABOOLA.COM LTD | Microsoft Corporation | Other | SEC segment disclosure: TABOOLA.COM LTD → MICROSOFT CORP | — | FY2024 | — | — |
| STAGWELL INC | Apple | Other | SEC segment disclosure: STAGWELL INC → APPLE INC | — | FY2024 | — | — |
| STAGWELL INC | Amazon.com, Inc. | Other | SEC segment disclosure: STAGWELL INC → AMAZON.COM INC | — | FY2024 | — | — |
| STAGWELL INC | Alphabet | Other | SEC segment disclosure: STAGWELL INC → ALPHABET INC | — | FY2024 | — | — |
| GlobalFoundries | AMD | Not established | SEC segment disclosure: GLOBALFOUNDRIES INC → ADVANCED MICRO DEVICES | — | FY2024 | — | — |
| GlobalFoundries | Skyworks Solutions | Not established | SEC segment disclosure: GLOBALFOUNDRIES INC → SKYWORKS SOLUTIONS INC | — | FY2024 | — | — |
| GlobalFoundries | Cirrus Logic | Not established | SEC segment disclosure: GLOBALFOUNDRIES INC → CIRRUS LOGIC INC | — | FY2024 | — | — |
| GlobalFoundries | Qualcomm Inc | Not established | SEC segment disclosure: GLOBALFOUNDRIES INC → QUALCOMM INC | — | FY2024 | — | — |
| GlobalFoundries | Qorvo | Not established | SEC segment disclosure: GLOBALFOUNDRIES INC → QORVO INC | — | FY2024 | — | — |
| GlobalFoundries | Samsung | Not established | SEC segment disclosure: GLOBALFOUNDRIES INC → SAMSUNG ELECTRONICS CO LTD | — | FY2024 | — | — |
| GlobalFoundries | Infineon Technologies | Not established | SEC segment disclosure: GLOBALFOUNDRIES INC → INFINEON TECHNOLOGIES AG | — | FY2024 | — | — |
| GlobalFoundries | NXP Semiconductors NV | Not established | SEC segment disclosure: GLOBALFOUNDRIES INC → NXP SEMICONDUCTORS NV | — | FY2024 | — | — |
| SHARKNINJA INC | Amazon.com, Inc. | Other | SEC segment disclosure: SHARKNINJA INC → AMAZON.COM INC | — | FY2024 | — | — |
| Net Lease Office Properties | Alphabet | Other | SEC segment disclosure: NET LEASE OFFICE PROPERTIES → ALPHABET INC | — | FY2024 | — | — |
| JAKKS PACIFIC INC | Amazon.com, Inc. | Other | SEC segment disclosure: JAKKS PACIFIC INC → AMAZON.COM INC | — | FY2024 | — | — |
| Kilroy Realty | Amazon.com, Inc. | Other | SEC segment disclosure: KILROY REALTY CORP → AMAZON.COM INC | — | FY2024 | — | — |
| Rambus | Micron | Other | SEC segment disclosure: RAMBUS INC → MICRON TECHNOLOGY INC | — | FY2024 | — | — |
| Rambus | Samsung | Other | SEC segment disclosure: RAMBUS INC → SAMSUNG ELECTRONICS CO LTD | — | FY2024 | — | — |
| Rambus | SK Hynix | Other | SEC segment disclosure: RAMBUS INC → SK HYNIX INC | — | FY2024 | — | — |
| BXP | Microsoft Corporation | Other | SEC segment disclosure: BXP INC → MICROSOFT CORP | — | FY2024 | — | — |
| BXP | Alphabet | Other | SEC segment disclosure: BXP INC → ALPHABET INC | — | FY2024 | — | — |
| BROWNIE'S MARINE GROUP INC | Amazon.com, Inc. | Other | SEC segment disclosure: BROWNIE'S MARINE GROUP INC → AMAZON.COM INC | — | FY2024 | — | — |
| Amkor | Apple | Other | SEC segment disclosure: AMKOR TECHNOLOGY INC → APPLE INC | — | FY2024 | — | — |
| Amkor | Qualcomm Inc | Other | SEC segment disclosure: AMKOR TECHNOLOGY INC → QUALCOMM INC | — | FY2024 | — | — |
| Celestica | Applied Materials | Other | SEC segment disclosure: CELESTICA INC → APPLIED MATERIALS INC | — | FY2024 | — | — |
| Celestica | Lam Research | Other | SEC segment disclosure: CELESTICA INC → LAM RESEARCH CORP | — | FY2024 | — | — |
| Celestica | Amazon.com, Inc. | Other | SEC segment disclosure: CELESTICA INC → AMAZON.COM INC | — | FY2024 | — | — |
| Celestica | Juniper Networks, Inc. | Other | SEC segment disclosure: CELESTICA INC → JUNIPER NETWORKS INC | — | FY2024 | — | — |
| Celestica | Alphabet | Other | SEC segment disclosure: CELESTICA INC → ALPHABET INC | — | FY2024 | — | — |
| Celestica | Meta Platforms, Inc. | Other | SEC segment disclosure: CELESTICA INC → META PLATFORMS INC | — | FY2024 | — | — |
| NEXTPLAT CORP | Amazon.com, Inc. | Other | SEC segment disclosure: NEXTPLAT CORP → AMAZON.COM INC | — | FY2024 | — | — |
| Plug Power | Amazon.com, Inc. | Other | SEC segment disclosure: PLUG POWER INC → AMAZON.COM INC | — | FY2024 | — | — |
| Onto Innovation | TSMC | Other | SEC segment disclosure: ONTO INNOVATION INC → TAIWAN SEMICONDUCTOR MFG CO | — | FY2024 | — | — |
| Onto Innovation | SK Hynix | Other | SEC segment disclosure: ONTO INNOVATION INC → SK HYNIX INC | — | FY2024 | — | — |
| Pixelworks | Tokyo Electron Device Ltd. | Other | SEC segment disclosure: PIXELWORKS INC → TOKYO ELECTRON DEVICE LTD | — | FY2024 | — | — |
| Entegris | TSMC | Other | SEC segment disclosure: ENTEGRIS INC → TAIWAN SEMICONDUCTOR MFG CO | — | FY2024 | — | — |
| FormFactor | Intel | Other | SEC segment disclosure: FORMFACTOR INC → INTEL CORP | — | FY2024 | — | — |
| FormFactor | Samsung | Other | SEC segment disclosure: FORMFACTOR INC → SAMSUNG ELECTRONICS CO LTD | — | FY2024 | — | — |
| FormFactor | SK Hynix | Other | SEC segment disclosure: FORMFACTOR INC → SK HYNIX INC | — | FY2024 | — | — |
| Enpro | Applied Materials | Other | SEC segment disclosure: ENPRO INC → APPLIED MATERIALS INC | — | FY2024 | — | — |
| Enpro | ASML | Other | SEC segment disclosure: ENPRO INC → ASML HOLDING NV | — | FY2024 | — | — |
| NETGEAR | Amazon.com, Inc. | Other | SEC segment disclosure: NETGEAR INC → AMAZON.COM INC | — | FY2024 | — | — |
| Digital Realty | Verizon Communications, Inc. | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → VERIZON COMMUNICATIONS INC | — | FY2024 | — | — |
| Digital Realty | Lumen Technologies | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → LUMEN TECHNOLOGIES INC | — | FY2024 | — | — |
| Digital Realty | JPMorgan Chase | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → JPMORGAN CHASE & CO | — | FY2024 | — | — |
| Digital Realty | Comcast | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → COMCAST CORP | — | FY2024 | — | — |
| Digital Realty | IBM | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → INTL BUSINESS MACHINES CORP | — | FY2024 | — | — |
| Digital Realty | Morgan Stanley | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → MORGAN STANLEY | — | FY2024 | — | — |
| Digital Realty | Oracle Corporation | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → ORACLE CORP | — | FY2024 | — | — |
| Digital Realty | Cyxtera | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → CYXTERA TECHNOLOGIES INC | — | FY2024 | — | — |
| Digital Realty | Equinix, Inc. | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → EQUINIX INC | — | FY2024 | — | — |
| Digital Realty | Meta Platforms, Inc. | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → META PLATFORMS INC | — | FY2024 | — | — |
| Digital Realty | RACKSPACE HOSTING INC | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → RACKSPACE HOSTING INC | — | FY2024 | — | — |
| Digital Realty | LINKEDIN CORP | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → LINKEDIN CORP | — | FY2024 | — | — |
| Intellinetics, Inc. | APPLIED INNOVATION INC | Other | SEC segment disclosure: INTELLINETICS INC → APPLIED INNOVATION INC | — | FY2024 | — | — |
| DHI GROUP INC | Microsoft Corporation | Other | SEC segment disclosure: DHI GROUP INC → MICROSOFT CORP | — | FY2024 | — | — |
| DHI GROUP INC | Cisco | Other | SEC segment disclosure: DHI GROUP INC → CISCO SYSTEMS INC | — | FY2024 | — | — |
| Terreno Realty | Amazon.com, Inc. | Other | SEC segment disclosure: TERRENO REALTY CORP → AMAZON.COM INC | — | FY2024 | — | — |
| Terreno Realty | Meta Platforms, Inc. | Other | SEC segment disclosure: TERRENO REALTY CORP → META PLATFORMS INC | — | FY2024 | — | — |
| NXP Semiconductors NV | Avnet | Other | SEC segment disclosure: NXP SEMICONDUCTORS NV → AVNET INC | — | FY2024 | — | — |
| STAG Industrial | Amazon.com, Inc. | Other | SEC segment disclosure: STAG INDUSTRIAL INC → AMAZON.COM INC | — | FY2024 | — | — |
| STAG Industrial | SCHNEIDER ELECTRIC S E | Other | SEC segment disclosure: STAG INDUSTRIAL INC → SCHNEIDER ELECTRIC S E | — | FY2024 | — | — |
| Sequans Communications ADR | Qualcomm Inc | Other | SEC segment disclosure: SEQUANS COMMUNICATIONS SA → QUALCOMM INC | — | FY2024 | — | — |
| Magnachip Semiconductor | SAMT | Other | SEC segment disclosure: MAGNACHIP SEMICONDUCTOR CORP → SAMT CO LTD | — | FY2024 | — | — |
| Ultra Clean | Applied Materials | Other | SEC segment disclosure: ULTRA CLEAN HOLDINGS INC → APPLIED MATERIALS INC | — | FY2024 | — | — |
| Ultra Clean | Lam Research | Other | SEC segment disclosure: ULTRA CLEAN HOLDINGS INC → LAM RESEARCH CORP | — | FY2024 | — | — |
| Ultra Clean | ASML | Other | SEC segment disclosure: ULTRA CLEAN HOLDINGS INC → ASML HOLDING NV | — | FY2024 | — | — |
| ChipMOS Technologies | Micron | Other | SEC segment disclosure: CHIPMOS TECHNOLOGIES INC → MICRON TECHNOLOGY INC | — | FY2024 | — | — |
| ChipMOS Technologies | Raydium Semiconductor | Other | SEC segment disclosure: CHIPMOS TECHNOLOGIES INC → RAYDIUM SEMICONDUCTOR CORP | — | FY2024 | — | — |
| LIFE360 INC | Apple | Other | SEC segment disclosure: LIFE360 INC → APPLE INC | — | FY2024 | — | — |
| LIFE360 INC | Amazon.com, Inc. | Other | SEC segment disclosure: LIFE360 INC → AMAZON.COM INC | — | FY2024 | — | — |
| LIFE360 INC | Alphabet | Other | SEC segment disclosure: LIFE360 INC → ALPHABET INC | — | FY2024 | — | — |
| TD SYNNEX Corp | Apple | Other | SEC segment disclosure: TD SYNNEX CORP → APPLE INC | — | FY2024 | — | — |
| Applied Materials | TSMC | Not established | SEC >10% customer disclosure | — | FY2024 | — | — |
| Applied Materials | Intel | Not established | SEC segment disclosure: APPLIED MATERIALS INC → INTEL CORP | — | FY2024 | — | — |
| Applied Materials | Samsung | Not established | SEC segment disclosure: APPLIED MATERIALS INC → SAMSUNG ELECTRONICS CO LTD | — | FY2024 | — | — |
| Applied Materials | TSMC | Not established | SEC segment disclosure: APPLIED MATERIALS INC → TAIWAN SEMICONDUCTOR MFG CO | — | FY2024 | — | — |
| Photronics | Samsung | Other | SEC segment disclosure: PHOTRONICS INC → SAMSUNG ELECTRONICS CO LTD | — | FY2024 | — | — |
| Photronics | SMIC | Other | SEC segment disclosure: PHOTRONICS INC → SEMICONDUCTOR MFG INTL CORP | — | FY2024 | — | — |
| Photronics | United Microelectronics Corp. | Other | SEC segment disclosure: PHOTRONICS INC → UNITED MICROELECTRONICS CORP | — | FY2024 | — | — |
| Broadcom Inc. | WT Microelectronics | Not established | SEC segment disclosure: BROADCOM INC → WT MICROELECTRONICS CO LTD | — | FY2024 | — | — |
| Qualcomm Inc | SAMSUNG ELECTRONICS CO -ADR | Not established | SEC >10% customer disclosure | — | FY2024 | — | — |
| Skyworks Solutions | Apple | Other | SEC segment disclosure: SKYWORKS SOLUTIONS INC → APPLE INC | — | FY2024 | — | — |
| Qualcomm Inc | Apple | Not established | SEC segment disclosure: QUALCOMM INC → APPLE INC | — | FY2024 | — | — |
| Qualcomm Inc | Samsung | Not established | SEC segment disclosure: QUALCOMM INC → SAMSUNG ELECTRONICS CO LTD | — | FY2024 | — | — |
| Qualcomm Inc | XIAOMI CORPORATION | Not established | SEC segment disclosure: QUALCOMM INC → XIAOMI CORPORATION | — | FY2024 | — | — |
| CENTRAL GARDEN & PET CO | Amazon.com, Inc. | Other | SEC segment disclosure: CENTRAL GARDEN & PET CO → AMAZON.COM INC | — | FY2024 | — | — |
| BELLRING BRANDS INC | Amazon.com, Inc. | Other | SEC segment disclosure: BELLRING BRANDS INC → AMAZON.COM INC | — | FY2024 | — | — |
| Amdocs Ltd. | AT&T | Other | SEC segment disclosure: AMDOCS → AT&T INC | — | FY2024 | — | — |
| Amdocs Ltd. | T-MOBILE US INC | Other | SEC segment disclosure: AMDOCS → T-MOBILE US INC | — | FY2024 | — | — |
| WARNER MUSIC GROUP CORP | Apple | Other | SEC segment disclosure: WARNER MUSIC GROUP CORP → APPLE INC | — | FY2024 | — | — |
| Jabil | Apple | Other | SEC segment disclosure: JABIL INC → APPLE INC | — | FY2024 | — | — |
| KLA | TSMC | Not established | SEC >10% customer disclosure | — | FY2024 | — | — |
| Lam Research | TSMC | Not established | SEC >10% customer disclosure | — | FY2024 | — | — |
| KLA | TSMC | Not established | SEC segment disclosure: KLA CORP → TAIWAN SEMICONDUCTOR MFG CO | — | FY2024 | — | — |
| Koss | Amazon.com, Inc. | Other | SEC segment disclosure: KOSS CORP → AMAZON.COM INC | — | FY2024 | — | — |
| Lam Research | Micron | Not established | SEC segment disclosure: LAM RESEARCH CORP → MICRON TECHNOLOGY INC | — | FY2024 | — | — |
| Lam Research | Samsung | Not established | SEC segment disclosure: LAM RESEARCH CORP → SAMSUNG ELECTRONICS CO LTD | — | FY2024 | — | — |
| Lam Research | TSMC | Not established | SEC segment disclosure: LAM RESEARCH CORP → TAIWAN SEMICONDUCTOR MFG CO | — | FY2024 | — | — |
| Lam Research | SK Hynix | Not established | SEC segment disclosure: LAM RESEARCH CORP → SK HYNIX INC | — | FY2024 | — | — |
| Lumentum Holdings | Apple | Other | SEC segment disclosure: LUMENTUM HOLDINGS INC → APPLE INC | — | FY2024 | — | — |
| Lumentum Holdings | Alphabet | Other | SEC segment disclosure: LUMENTUM HOLDINGS INC → ALPHABET INC | — | FY2024 | — | — |
| EGAIN CORP | Cisco | Other | SEC segment disclosure: EGAIN CORP → CISCO SYSTEMS INC | — | FY2024 | — | — |
| Fabrinet | Cisco | Other | SEC segment disclosure: FABRINET → CISCO SYSTEMS INC | — | FY2024 | — | — |
| ARM | Arm Technology (China) Co. Limited | Not established | SEC >10% customer disclosure | — | FY2024 | — | — |
| CROWN CRAFTS INC | Amazon.com, Inc. | Other | SEC segment disclosure: CROWN CRAFTS INC → AMAZON.COM INC | — | FY2024 | — | — |
| EMERSON RADIO CORP | Amazon.com, Inc. | Other | SEC segment disclosure: EMERSON RADIO CORP → AMAZON.COM INC | — | FY2024 | — | — |
| Cirrus Logic | Apple | Other | SEC segment disclosure: CIRRUS LOGIC INC → APPLE INC | — | FY2024 | — | — |
| ELECTRONIC ARTS INC | Microsoft Corporation | Other | SEC segment disclosure: ELECTRONIC ARTS INC → MICROSOFT CORP | — | FY2024 | — | — |
| EPLUS INC | Cisco | Other | SEC segment disclosure: EPLUS INC → CISCO SYSTEMS INC | — | FY2024 | — | — |
| Qorvo | Apple | Other | SEC segment disclosure: QORVO INC → APPLE INC | — | FY2024 | — | — |
| Qorvo | Samsung | Other | SEC segment disclosure: QORVO INC → SAMSUNG ELECTRONICS CO LTD | — | FY2024 | — | — |
| Logitech International | Amazon.com, Inc. | Other | SEC segment disclosure: LOGITECH INTERNATIONAL SA → AMAZON.COM INC | — | FY2024 | — | — |
| PRESTIGE CONSUMER HEALTHCARE | Amazon.com, Inc. | Other | SEC segment disclosure: PRESTIGE CONSUMER HEALTHCARE → AMAZON.COM INC | — | FY2024 | — | — |
| HELEN OF TROY LTD | Amazon.com, Inc. | Other | SEC segment disclosure: HELEN OF TROY LTD → AMAZON.COM INC | — | FY2024 | — | — |
| Marvell Technology | Wintech Digital Systems Technology Corp | Not established | SEC >10% customer disclosure | — | FY2024 | — | — |
| GlobalFoundries | Sony Semiconductor Manufacturing Corporation | Not established | SEC >10% customer disclosure | — | FY2023 | — | — |
| GlobalFoundries | Mediatek Incorporation | Not established | SEC >10% customer disclosure | — | FY2023 | — | — |
| Digital Realty | Rackspace US, Inc. | Other | SEC >10% customer disclosure | — | FY2023 | — | — |
| Digital Realty | IBM | Other | SEC >10% customer disclosure | — | FY2023 | — | — |
| Cousins Properties | Amazon.com, Inc. | Other | SEC segment disclosure: COUSINS PROPERTIES INC → AMAZON.COM INC | — | FY2023 | — | — |
| Cousins Properties | Meta Platforms, Inc. | Other | SEC segment disclosure: COUSINS PROPERTIES INC → META PLATFORMS INC | — | FY2023 | — | — |
| ESCALADE INC | Amazon.com, Inc. | Other | SEC segment disclosure: ESCALADE INC → AMAZON.COM INC | — | FY2023 | — | — |
| HASBRO INC | Amazon.com, Inc. | Other | SEC segment disclosure: HASBRO INC → AMAZON.COM INC | — | FY2023 | — | — |
| Intel | HP Inc | Not established | SEC segment disclosure: INTEL CORP → HP INC | — | FY2023 | — | — |
| Intel | Dell Technologies | Not established | SEC segment disclosure: INTEL CORP → DELL TECHNOLOGIES INC | — | FY2023 | — | — |
| Intel | Lenovo Group | Not established | SEC segment disclosure: INTEL CORP → LENOVO GROUP LTD | — | FY2023 | — | — |
| Interdigital | Apple | Other | SEC segment disclosure: INTERDIGITAL INC → APPLE INC | — | FY2023 | — | — |
| NEWELL BRANDS INC | Amazon.com, Inc. | Other | SEC segment disclosure: NEWELL BRANDS INC → AMAZON.COM INC | — | FY2023 | — | — |
| Teradyne | Texas Instruments | Not established | SEC segment disclosure: TERADYNE INC → TEXAS INSTRUMENTS INC | — | FY2023 | — | — |
| UNITED PARCEL SERVICE INC | Amazon.com, Inc. | Other | SEC segment disclosure: UNITED PARCEL SERVICE INC → AMAZON.COM INC | — | FY2023 | — | — |
| VORNADO REALTY TRUST | Amazon.com, Inc. | Other | SEC segment disclosure: VORNADO REALTY TRUST → AMAZON.COM INC | — | FY2023 | — | — |
| VORNADO REALTY TRUST | Meta Platforms, Inc. | Other | SEC segment disclosure: VORNADO REALTY TRUST → META PLATFORMS INC | — | FY2023 | — | — |
| Lattice Semiconductor | ARROW ELECTRONICS, INC. | Other | SEC segment disclosure: LATTICE SEMICONDUCTOR CORP → ARROW ELECTRONICS INC | — | FY2023 | — | — |
| Applied Optoelectronics | Microsoft Corporation | Other | SEC segment disclosure: APPLIED OPTOELECTRONICS INC → MICROSOFT CORP | — | FY2023 | — | — |
| KNOWLES CORP | Apple | Other | SEC segment disclosure: KNOWLES CORP → APPLE INC | — | FY2023 | — | — |
| Turtle Beach | Amazon.com, Inc. | Other | SEC segment disclosure: TURTLE BEACH CORP → AMAZON.COM INC | — | FY2023 | — | — |
| INVENTRUST PROPERTIES CORP | Amazon.com, Inc. | Other | SEC segment disclosure: INVENTRUST PROPERTIES CORP → AMAZON.COM INC | — | FY2023 | — | — |
| Arista Networks | Microsoft Corporation | Not established | SEC segment disclosure: ARISTA NETWORKS INC → MICROSOFT CORP | — | FY2023 | — | — |
| Arista Networks | Meta Platforms, Inc. | Not established | SEC segment disclosure: ARISTA NETWORKS INC → META PLATFORMS INC | — | FY2023 | — | — |
| Benchmark Electronics | Applied Materials | Other | SEC segment disclosure: BENCHMARK ELECTRONICS INC → APPLIED MATERIALS INC | — | FY2023 | — | — |
| INUVO INC | Alphabet | Other | SEC segment disclosure: INUVO INC → ALPHABET INC | — | FY2023 | — | — |
| KORNIT DIGITAL LTD | Amazon.com, Inc. | Other | SEC segment disclosure: KORNIT DIGITAL LTD → AMAZON.COM INC | — | FY2023 | — | — |
| LIFETIME BRANDS INC | Amazon.com, Inc. | Other | SEC segment disclosure: LIFETIME BRANDS INC → AMAZON.COM INC | — | FY2023 | — | — |
| Seritage Growth Properties A | Amazon.com, Inc. | Other | SEC segment disclosure: SERITAGE GROWTH PROPERTIES → AMAZON.COM INC | — | FY2023 | — | — |
| Kimco Realty | Amazon.com, Inc. | Other | SEC segment disclosure: KIMCO REALTY CORP → AMAZON.COM INC | — | FY2023 | — | — |
| Intellia Therapeutics, Inc. | REGENERON PHARMACEUTICALS | Other | SEC segment disclosure: INTELLIA THERAPEUTICS INC → REGENERON PHARMACEUTICALS | — | FY2023 | — | — |
| YETI HOLDINGS INC | Amazon.com, Inc. | Other | SEC segment disclosure: YETI HOLDINGS INC → AMAZON.COM INC | — | FY2023 | — | — |
| LXP INDUSTRIAL TRUST | Amazon.com, Inc. | Other | SEC segment disclosure: LXP INDUSTRIAL TRUST → AMAZON.COM INC | — | FY2023 | — | — |
| Ichor Holdings | Applied Materials | Other | SEC segment disclosure: ICHOR HOLDINGS LTD → APPLIED MATERIALS INC | — | FY2023 | — | — |
| Ichor Holdings | Lam Research | Other | SEC segment disclosure: ICHOR HOLDINGS LTD → LAM RESEARCH CORP | — | FY2023 | — | — |
| Ichor Holdings | ASML | Other | SEC segment disclosure: ICHOR HOLDINGS LTD → ASML HOLDING NV | — | FY2023 | — | — |
| Prologis | Amazon.com, Inc. | Other | SEC segment disclosure: PROLOGIS INC → AMAZON.COM INC | — | FY2023 | — | — |
| STMicroelectronics | Apple | Other | SEC segment disclosure: STMICROELECTRONICS NV → APPLE INC | — | FY2023 | — | — |
| Harmonic | Apple | Other | SEC segment disclosure: HARMONIC INC → APPLE INC | — | FY2023 | — | — |
| PETIQ INC | Amazon.com, Inc. | Other | SEC segment disclosure: PETIQ INC → AMAZON.COM INC | — | FY2023 | — | — |
| Borqs Technologies | Intel | Other | SEC segment disclosure: BORQS TECHNOLOGIES INC → INTEL CORP | — | FY2023 | — | — |
| Borqs Technologies | Marvell Technology | Other | SEC segment disclosure: BORQS TECHNOLOGIES INC → MARVELL TECHNOLOGY INC | — | FY2023 | — | — |
| ROKU INC | Amazon.com, Inc. | Other | SEC segment disclosure: ROKU INC → AMAZON.COM INC | — | FY2023 | — | — |
| ACM Research | SMIC | Other | SEC segment disclosure: ACM RESEARCH INC → SEMICONDUCTOR MFG INTL CORP | — | FY2023 | — | — |
| KONTOOR BRANDS INC | Amazon.com, Inc. | Other | SEC segment disclosure: KONTOOR BRANDS INC → AMAZON.COM INC | — | FY2023 | — | — |
| SiTime | Apple | Other | SEC segment disclosure: SITIME CORP → APPLE INC | — | FY2023 | — | — |
| SYSTEM1 INC | Microsoft Corporation | Other | SEC segment disclosure: SYSTEM1 INC → MICROSOFT CORP | — | FY2023 | — | — |
| SYSTEM1 INC | Alphabet | Other | SEC segment disclosure: SYSTEM1 INC → ALPHABET INC | — | FY2023 | — | — |
| IAC INC | Alphabet | Other | SEC segment disclosure: IAC INC → ALPHABET INC | — | FY2023 | — | — |
| LAIRD SUPERFOOD INC | Amazon.com, Inc. | Other | SEC segment disclosure: LAIRD SUPERFOOD INC → AMAZON.COM INC | — | FY2023 | — | — |
| Corsair Gaming | Amazon.com, Inc. | Other | SEC segment disclosure: CORSAIR GAMING INC → AMAZON.COM INC | — | FY2023 | — | — |
| BUZZFEED INC | Amazon.com, Inc. | Other | SEC segment disclosure: BUZZFEED INC → AMAZON.COM INC | — | FY2023 | — | — |
| BUZZFEED INC | Alphabet | Other | SEC segment disclosure: BUZZFEED INC → ALPHABET INC | — | FY2023 | — | — |
| BUZZFEED INC | Meta Platforms, Inc. | Other | SEC segment disclosure: BUZZFEED INC → META PLATFORMS INC | — | FY2023 | — | — |
| PLAYTIKA HOLDING CORP | Apple | Other | SEC segment disclosure: PLAYTIKA HOLDING CORP → APPLE INC | — | FY2023 | — | — |
| PLAYTIKA HOLDING CORP | Alphabet | Other | SEC segment disclosure: PLAYTIKA HOLDING CORP → ALPHABET INC | — | FY2023 | — | — |
| PLAYTIKA HOLDING CORP | Meta Platforms, Inc. | Other | SEC segment disclosure: PLAYTIKA HOLDING CORP → META PLATFORMS INC | — | FY2023 | — | — |
| TASKUS INC | Meta Platforms, Inc. | Other | SEC segment disclosure: TASKUS INC → META PLATFORMS INC | — | FY2023 | — | — |
| indie Semiconductor, Inc. | Aptiv | Other | SEC segment disclosure: INDIE SEMICONDUCTOR INC → APTIV PLC | — | FY2023 | — | — |
| PLAYSTUDIOS INC | Apple | Other | SEC segment disclosure: PLAYSTUDIOS INC → APPLE INC | — | FY2023 | — | — |
| PLAYSTUDIOS INC | Alphabet | Other | SEC segment disclosure: PLAYSTUDIOS INC → ALPHABET INC | — | FY2023 | — | — |
| DUOLINGO INC | Apple | Other | SEC segment disclosure: DUOLINGO INC → APPLE INC | — | FY2023 | — | — |
| DUOLINGO INC | Alphabet | Other | SEC segment disclosure: DUOLINGO INC → ALPHABET INC | — | FY2023 | — | — |
| TABOOLA.COM LTD | Microsoft Corporation | Other | SEC segment disclosure: TABOOLA.COM LTD → MICROSOFT CORP | — | FY2023 | — | — |
| STAGWELL INC | Apple | Other | SEC segment disclosure: STAGWELL INC → APPLE INC | — | FY2023 | — | — |
| STAGWELL INC | Amazon.com, Inc. | Other | SEC segment disclosure: STAGWELL INC → AMAZON.COM INC | — | FY2023 | — | — |
| STAGWELL INC | Alphabet | Other | SEC segment disclosure: STAGWELL INC → ALPHABET INC | — | FY2023 | — | — |
| Arteris | Intel | Other | SEC segment disclosure: ARTERIS INC → INTEL CORP | — | FY2023 | — | — |
| Arteris | NXP Semiconductors NV | Other | SEC segment disclosure: ARTERIS INC → NXP SEMICONDUCTORS NV | — | FY2023 | — | — |
| GlobalFoundries | AMD | Not established | SEC segment disclosure: GLOBALFOUNDRIES INC → ADVANCED MICRO DEVICES | — | FY2023 | — | — |
| GlobalFoundries | Cirrus Logic | Not established | SEC segment disclosure: GLOBALFOUNDRIES INC → CIRRUS LOGIC INC | — | FY2023 | — | — |
| GlobalFoundries | Qualcomm Inc | Not established | SEC segment disclosure: GLOBALFOUNDRIES INC → QUALCOMM INC | — | FY2023 | — | — |
| GlobalFoundries | Qorvo | Not established | SEC segment disclosure: GLOBALFOUNDRIES INC → QORVO INC | — | FY2023 | — | — |
| GlobalFoundries | Samsung | Not established | SEC segment disclosure: GLOBALFOUNDRIES INC → SAMSUNG ELECTRONICS CO LTD | — | FY2023 | — | — |
| GlobalFoundries | Infineon Technologies | Not established | SEC segment disclosure: GLOBALFOUNDRIES INC → INFINEON TECHNOLOGIES AG | — | FY2023 | — | — |
| GlobalFoundries | Marvell Technology | Not established | SEC segment disclosure: GLOBALFOUNDRIES INC → MARVELL TECHNOLOGY INC | — | FY2023 | — | — |
| GlobalFoundries | NXP Semiconductors NV | Not established | SEC segment disclosure: GLOBALFOUNDRIES INC → NXP SEMICONDUCTORS NV | — | FY2023 | — | — |
| SHARKNINJA INC | Amazon.com, Inc. | Other | SEC segment disclosure: SHARKNINJA INC → AMAZON.COM INC | — | FY2023 | — | — |
| CoreWeave | Microsoft Corporation | Other | SEC segment disclosure: COREWEAVE INC → MICROSOFT CORP | — | FY2023 | — | — |
| Ambiq Micro | Alphabet | Other | SEC segment disclosure: AMBIQ MICRO INC → ALPHABET INC | — | FY2023 | — | — |
| JAKKS PACIFIC INC | Amazon.com, Inc. | Other | SEC segment disclosure: JAKKS PACIFIC INC → AMAZON.COM INC | — | FY2023 | — | — |
| MicroVision | Microsoft Corporation | Other | SEC segment disclosure: MICROVISION INC → MICROSOFT CORP | — | FY2023 | — | — |
| Kilroy Realty | Amazon.com, Inc. | Other | SEC segment disclosure: KILROY REALTY CORP → AMAZON.COM INC | — | FY2023 | — | — |
| Rambus | Micron | Other | SEC segment disclosure: RAMBUS INC → MICRON TECHNOLOGY INC | — | FY2023 | — | — |
| Rambus | SK Hynix | Other | SEC segment disclosure: RAMBUS INC → SK HYNIX INC | — | FY2023 | — | — |
| BXP | Microsoft Corporation | Other | SEC segment disclosure: BXP INC → MICROSOFT CORP | — | FY2023 | — | — |
| BXP | Alphabet | Other | SEC segment disclosure: BXP INC → ALPHABET INC | — | FY2023 | — | — |
| Qnity Electronics | Samsung | Other | SEC segment disclosure: QNITY ELECTRONICS INC → SAMSUNG ELECTRONICS CO LTD | — | FY2023 | — | — |
| Qnity Electronics | TSMC | Other | SEC segment disclosure: QNITY ELECTRONICS INC → TAIWAN SEMICONDUCTOR MFG CO | — | FY2023 | — | — |
| BROWNIE'S MARINE GROUP INC | Amazon.com, Inc. | Other | SEC segment disclosure: BROWNIE'S MARINE GROUP INC → AMAZON.COM INC | — | FY2023 | — | — |
| Amkor | Apple | Other | SEC segment disclosure: AMKOR TECHNOLOGY INC → APPLE INC | — | FY2023 | — | — |
| Celestica | Applied Materials | Other | SEC segment disclosure: CELESTICA INC → APPLIED MATERIALS INC | — | FY2023 | — | — |
| Celestica | Lam Research | Other | SEC segment disclosure: CELESTICA INC → LAM RESEARCH CORP | — | FY2023 | — | — |
| Celestica | Amazon.com, Inc. | Other | SEC segment disclosure: CELESTICA INC → AMAZON.COM INC | — | FY2023 | — | — |
| Celestica | Juniper Networks, Inc. | Other | SEC segment disclosure: CELESTICA INC → JUNIPER NETWORKS INC | — | FY2023 | — | — |
| Celestica | Alphabet | Other | SEC segment disclosure: CELESTICA INC → ALPHABET INC | — | FY2023 | — | — |
| Celestica | Meta Platforms, Inc. | Other | SEC segment disclosure: CELESTICA INC → META PLATFORMS INC | — | FY2023 | — | — |
| NEXTPLAT CORP | Amazon.com, Inc. | Other | SEC segment disclosure: NEXTPLAT CORP → AMAZON.COM INC | — | FY2023 | — | — |
| Plug Power | Amazon.com, Inc. | Other | SEC segment disclosure: PLUG POWER INC → AMAZON.COM INC | — | FY2023 | — | — |
| Immersion | Samsung | Other | SEC segment disclosure: IMMERSION CORP → SAMSUNG ELECTRONICS CO LTD | — | FY2023 | — | — |
| Onto Innovation | TSMC | Other | SEC segment disclosure: ONTO INNOVATION INC → TAIWAN SEMICONDUCTOR MFG CO | — | FY2023 | — | — |
| Onto Innovation | SK Hynix | Other | SEC segment disclosure: ONTO INNOVATION INC → SK HYNIX INC | — | FY2023 | — | — |
| Pixelworks | Tokyo Electron Device Ltd. | Other | SEC segment disclosure: PIXELWORKS INC → TOKYO ELECTRON DEVICE LTD | — | FY2023 | — | — |
| Entegris | TSMC | Other | SEC segment disclosure: ENTEGRIS INC → TAIWAN SEMICONDUCTOR MFG CO | — | FY2023 | — | — |
| ENTRAVISION COMMUNICATIONS | Meta Platforms, Inc. | Other | SEC segment disclosure: ENTRAVISION COMMUNICATIONS → META PLATFORMS INC | — | FY2023 | — | — |
| FormFactor | Intel | Other | SEC segment disclosure: FORMFACTOR INC → INTEL CORP | — | FY2023 | — | — |
| FormFactor | TSMC | Other | SEC segment disclosure: FORMFACTOR INC → TAIWAN SEMICONDUCTOR MFG CO | — | FY2023 | — | — |
| FormFactor | SK Hynix | Other | SEC segment disclosure: FORMFACTOR INC → SK HYNIX INC | — | FY2023 | — | — |
| Enpro | Applied Materials | Other | SEC segment disclosure: ENPRO INC → APPLIED MATERIALS INC | — | FY2023 | — | — |
| Enpro | ASML | Other | SEC segment disclosure: ENPRO INC → ASML HOLDING NV | — | FY2023 | — | — |
| NETGEAR | Amazon.com, Inc. | Other | SEC segment disclosure: NETGEAR INC → AMAZON.COM INC | — | FY2023 | — | — |
| Digital Realty | Verizon Communications, Inc. | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → VERIZON COMMUNICATIONS INC | — | FY2023 | — | — |
| Digital Realty | Lumen Technologies | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → LUMEN TECHNOLOGIES INC | — | FY2023 | — | — |
| Digital Realty | JPMorgan Chase | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → JPMORGAN CHASE & CO | — | FY2023 | — | — |
| Digital Realty | Comcast | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → COMCAST CORP | — | FY2023 | — | — |
| Digital Realty | IBM | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → INTL BUSINESS MACHINES CORP | — | FY2023 | — | — |
| Digital Realty | AT&T | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → AT&T INC | — | FY2023 | — | — |
| Digital Realty | Oracle Corporation | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → ORACLE CORP | — | FY2023 | — | — |
| Digital Realty | Zayo | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → ZAYO GROUP HOLDINGS INC | — | FY2023 | — | — |
| Digital Realty | Cyxtera | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → CYXTERA TECHNOLOGIES INC | — | FY2023 | — | — |
| Digital Realty | Equinix, Inc. | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → EQUINIX INC | — | FY2023 | — | — |
| Digital Realty | Meta Platforms, Inc. | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → META PLATFORMS INC | — | FY2023 | — | — |
| Digital Realty | RACKSPACE HOSTING INC | Other | SEC segment disclosure: DIGITAL REALTY TRUST INC → RACKSPACE HOSTING INC | — | FY2023 | — | — |
Sources and limits
The graph covers relationships supported by public sources; licensed-only records are excluded. Products, contract values and supplier exclusivity appear only where the cited source states them.
The cited sources do not establish any supplier as a buyer’s only source.