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Graph written 2026-10-24

Supply Chain

Supplier–customer relationships between named firms, and how concentrated each supply layer is.

Supplier–customer relationships

Search by company, with filters for country, category and company type. Download the full public-source dataset or the selected company’s supplier and customer relationships.

Show the top 500 public-provenance supply records as a table (alternative to the interactive graph)
500 public-provenance supply records, by fiscal year, newest first; licensed-only records are excluded. One row is one record of a supplier → customer relationship between named companies. A citation attests the relationship; a category, product, criticality or sole-source value shows only where that source states it for the pair, and reads “not established” where a stored value was withheld; the fiscal-year column is filled where the disclosure states its period.
SupplierCustomerCategoryProduct / serviceAssociation evidenceFiscal yearCriticalitySole source
IntelLenovo GroupNot establishedSEC >10% customer disclosure—FY2025——
IntelHP IncNot establishedSEC >10% customer disclosure—FY2025——
IntelDell TechnologiesNot establishedSEC >10% customer disclosure—FY2025——
Arista NetworksMeta Platforms, Inc.Not establishedSEC >10% customer disclosure—FY2025——
Arista NetworksMicrosoft CorporationNot establishedSEC >10% customer disclosure—FY2025——
Digital RealtyLumen TechnologiesOtherSEC >10% customer disclosure—FY2025——
Digital RealtyOracle CorporationOtherSEC >10% customer disclosure—FY2025——
Digital RealtyEquinix, Inc.OtherSEC >10% customer disclosure—FY2025——
Digital RealtyMeta Platforms, Inc.OtherSEC >10% customer disclosure—FY2025——
Digital RealtyMorgan StanleyOtherSEC >10% customer disclosure—FY2025——
Digital RealtyAT&TOtherSEC >10% customer disclosure—FY2025——
Digital RealtyRackspace US, Inc.OtherSEC >10% customer disclosure—FY2025——
Digital RealtyJPMorgan ChaseOtherSEC >10% customer disclosure—FY2025——
Digital RealtyIBMOtherSEC >10% customer disclosure—FY2025——
Digital RealtyLINKEDIN CORPOtherSEC >10% customer disclosure—FY2025——
Digital RealtyComcastOtherSEC >10% customer disclosure—FY2025——
Broadcom Inc.WT MicroelectronicsNot establishedSEC >10% customer disclosure—FY2025——
Qualcomm IncSAMSUNG ELECTRONICS CO -ADRNot establishedSEC >10% customer disclosure—FY2025——
Skyworks SolutionsAppleOtherSEC segment disclosure: SKYWORKS SOLUTIONS INC → APPLE INC—FY2025——
Qualcomm IncAppleNot establishedSEC segment disclosure: QUALCOMM INC → APPLE INC—FY2025——
Qualcomm IncSamsungNot establishedSEC segment disclosure: QUALCOMM INC → SAMSUNG ELECTRONICS CO LTD—FY2025——
Qualcomm IncXIAOMI CORPORATIONNot establishedSEC segment disclosure: QUALCOMM INC → XIAOMI CORPORATION—FY2025——
BELLRING BRANDS INCAmazon.com, Inc.OtherSEC segment disclosure: BELLRING BRANDS INC → AMAZON.COM INC—FY2025——
JabilAppleOtherSEC segment disclosure: JABIL INC → APPLE INC—FY2025——
KLATSMCNot establishedSEC >10% customer disclosure—FY2025——
Lam ResearchTSMCNot establishedSEC >10% customer disclosure—FY2025——
KLATSMCNot establishedSEC segment disclosure: KLA CORP → TAIWAN SEMICONDUCTOR MFG CO—FY2025——
KossAmazon.com, Inc.OtherSEC segment disclosure: KOSS CORP → AMAZON.COM INC—FY2025——
Lam ResearchSamsungNot establishedSEC segment disclosure: LAM RESEARCH CORP → SAMSUNG ELECTRONICS CO LTD—FY2025——
Lam ResearchTSMCNot establishedSEC segment disclosure: LAM RESEARCH CORP → TAIWAN SEMICONDUCTOR MFG CO—FY2025——
Lumentum HoldingsAppleOtherSEC segment disclosure: LUMENTUM HOLDINGS INC → APPLE INC—FY2025——
Lumentum HoldingsAlphabetOtherSEC segment disclosure: LUMENTUM HOLDINGS INC → ALPHABET INC—FY2025——
EGAIN CORPCiscoOtherSEC segment disclosure: EGAIN CORP → CISCO SYSTEMS INC—FY2025——
FabrinetCiscoOtherSEC segment disclosure: FABRINET → CISCO SYSTEMS INC—FY2025——
ARMArm Technology (China) Co. LimitedNot establishedSEC >10% customer disclosure—FY2025——
CROWN CRAFTS INCAmazon.com, Inc.OtherSEC segment disclosure: CROWN CRAFTS INC → AMAZON.COM INC—FY2025——
EMERSON RADIO CORPAmazon.com, Inc.OtherSEC segment disclosure: EMERSON RADIO CORP → AMAZON.COM INC—FY2025——
Cirrus LogicAppleOtherSEC segment disclosure: CIRRUS LOGIC INC → APPLE INC—FY2025——
ELECTRONIC ARTS INCMicrosoft CorporationOtherSEC segment disclosure: ELECTRONIC ARTS INC → MICROSOFT CORP—FY2025——
E.L.F. BEAUTY INCAmazon.com, Inc.OtherSEC segment disclosure: E.L.F. BEAUTY INC → AMAZON.COM INC—FY2025——
ARMQualcomm IncNot establishedSEC segment disclosure: ARM HOLDINGS PLC → QUALCOMM INC—FY2025——
EPLUS INCCiscoOtherSEC segment disclosure: EPLUS INC → CISCO SYSTEMS INC—FY2025——
QorvoAppleOtherSEC segment disclosure: QORVO INC → APPLE INC—FY2025——
QorvoSamsungOtherSEC segment disclosure: QORVO INC → SAMSUNG ELECTRONICS CO LTD—FY2025——
Logitech InternationalAmazon.com, Inc.OtherSEC segment disclosure: LOGITECH INTERNATIONAL SA → AMAZON.COM INC—FY2025——
PRESTIGE CONSUMER HEALTHCAREAmazon.com, Inc.OtherSEC segment disclosure: PRESTIGE CONSUMER HEALTHCARE → AMAZON.COM INC—FY2025——
HELEN OF TROY LTDAmazon.com, Inc.OtherSEC segment disclosure: HELEN OF TROY LTD → AMAZON.COM INC—FY2025——
Marvell TechnologyWintech Digital Systems Technology CorpNot establishedSEC >10% customer disclosure—FY2025——
TeradyneSamsungNot establishedSEC >10% customer disclosure—FY2024——
TeradyneTSMCNot establishedSEC >10% customer disclosure—FY2024——
GlobalFoundriesSony Semiconductor Manufacturing CorporationNot establishedSEC >10% customer disclosure—FY2024——
GlobalFoundriesMediatek IncorporationNot establishedSEC >10% customer disclosure—FY2024——
Digital RealtyRackspace US, Inc.OtherSEC >10% customer disclosure—FY2024——
Digital RealtyIBMOtherSEC >10% customer disclosure—FY2024——
Cousins PropertiesAmazon.com, Inc.OtherSEC segment disclosure: COUSINS PROPERTIES INC → AMAZON.COM INC—FY2024——
Cousins PropertiesAlphabetOtherSEC segment disclosure: COUSINS PROPERTIES INC → ALPHABET INC—FY2024——
ESCALADE INCAmazon.com, Inc.OtherSEC segment disclosure: ESCALADE INC → AMAZON.COM INC—FY2024——
FEDERAL REALTY INVESTMENT TRCiscoOtherSEC segment disclosure: FEDERAL REALTY INVESTMENT TR → CISCO SYSTEMS INC—FY2024——
HASBRO INCAmazon.com, Inc.OtherSEC segment disclosure: HASBRO INC → AMAZON.COM INC—FY2024——
IntelHP IncNot establishedSEC segment disclosure: INTEL CORP → HP INC—FY2024——
IntelDell TechnologiesNot establishedSEC segment disclosure: INTEL CORP → DELL TECHNOLOGIES INC—FY2024——
IntelLenovo GroupNot establishedSEC segment disclosure: INTEL CORP → LENOVO GROUP LTD—FY2024——
InterdigitalAppleOtherSEC segment disclosure: INTERDIGITAL INC → APPLE INC—FY2024——
InterdigitalSamsungOtherSEC segment disclosure: INTERDIGITAL INC → SAMSUNG ELECTRONICS CO LTD—FY2024——
NEWELL BRANDS INCAmazon.com, Inc.OtherSEC segment disclosure: NEWELL BRANDS INC → AMAZON.COM INC—FY2024——
TeradyneTSMCNot establishedSEC segment disclosure: TERADYNE INC → TAIWAN SEMICONDUCTOR MFG CO—FY2024——
TeradyneSK HynixNot establishedSEC segment disclosure: TERADYNE INC → SK HYNIX INC—FY2024——
UNITED PARCEL SERVICE INCAmazon.com, Inc.OtherSEC segment disclosure: UNITED PARCEL SERVICE INC → AMAZON.COM INC—FY2024——
VORNADO REALTY TRUSTAmazon.com, Inc.OtherSEC segment disclosure: VORNADO REALTY TRUST → AMAZON.COM INC—FY2024——
VORNADO REALTY TRUSTMeta Platforms, Inc.OtherSEC segment disclosure: VORNADO REALTY TRUST → META PLATFORMS INC—FY2024——
Lattice SemiconductorARROW ELECTRONICS, INC.OtherSEC segment disclosure: LATTICE SEMICONDUCTOR CORP → ARROW ELECTRONICS INC—FY2024——
Applied OptoelectronicsMicrosoft CorporationOtherSEC segment disclosure: APPLIED OPTOELECTRONICS INC → MICROSOFT CORP—FY2024——
Applied OptoelectronicsOracle CorporationOtherSEC segment disclosure: APPLIED OPTOELECTRONICS INC → ORACLE CORP—FY2024——
Turtle BeachAmazon.com, Inc.OtherSEC segment disclosure: TURTLE BEACH CORP → AMAZON.COM INC—FY2024——
INVENTRUST PROPERTIES CORPAmazon.com, Inc.OtherSEC segment disclosure: INVENTRUST PROPERTIES CORP → AMAZON.COM INC—FY2024——
Arista NetworksMicrosoft CorporationNot establishedSEC segment disclosure: ARISTA NETWORKS INC → MICROSOFT CORP—FY2024——
Arista NetworksMeta Platforms, Inc.Not establishedSEC segment disclosure: ARISTA NETWORKS INC → META PLATFORMS INC—FY2024——
Benchmark ElectronicsApplied MaterialsOtherSEC segment disclosure: BENCHMARK ELECTRONICS INC → APPLIED MATERIALS INC—FY2024——
INUVO INCAlphabetOtherSEC segment disclosure: INUVO INC → ALPHABET INC—FY2024——
KORNIT DIGITAL LTDAmazon.com, Inc.OtherSEC segment disclosure: KORNIT DIGITAL LTD → AMAZON.COM INC—FY2024——
LIFETIME BRANDS INCAmazon.com, Inc.OtherSEC segment disclosure: LIFETIME BRANDS INC → AMAZON.COM INC—FY2024——
Kimco RealtyAmazon.com, Inc.OtherSEC segment disclosure: KIMCO REALTY CORP → AMAZON.COM INC—FY2024——
Intellia Therapeutics, Inc.REGENERON PHARMACEUTICALSOtherSEC segment disclosure: INTELLIA THERAPEUTICS INC → REGENERON PHARMACEUTICALS—FY2024——
YETI HOLDINGS INCAmazon.com, Inc.OtherSEC segment disclosure: YETI HOLDINGS INC → AMAZON.COM INC—FY2024——
LXP INDUSTRIAL TRUSTAmazon.com, Inc.OtherSEC segment disclosure: LXP INDUSTRIAL TRUST → AMAZON.COM INC—FY2024——
Ichor HoldingsApplied MaterialsOtherSEC segment disclosure: ICHOR HOLDINGS LTD → APPLIED MATERIALS INC—FY2024——
Ichor HoldingsLam ResearchOtherSEC segment disclosure: ICHOR HOLDINGS LTD → LAM RESEARCH CORP—FY2024——
Ichor HoldingsASMLOtherSEC segment disclosure: ICHOR HOLDINGS LTD → ASML HOLDING NV—FY2024——
MADDEN STEVEN LTDAmazon.com, Inc.OtherSEC segment disclosure: MADDEN STEVEN LTD → AMAZON.COM INC—FY2024——
PrologisAmazon.com, Inc.OtherSEC segment disclosure: PROLOGIS INC → AMAZON.COM INC—FY2024——
STMicroelectronicsAppleOtherSEC segment disclosure: STMICROELECTRONICS NV → APPLE INC—FY2024——
HarmonicAppleOtherSEC segment disclosure: HARMONIC INC → APPLE INC—FY2024——
Borqs TechnologiesIntelOtherSEC segment disclosure: BORQS TECHNOLOGIES INC → INTEL CORP—FY2024——
Borqs TechnologiesMarvell TechnologyOtherSEC segment disclosure: BORQS TECHNOLOGIES INC → MARVELL TECHNOLOGY INC—FY2024——
ROKU INCAmazon.com, Inc.OtherSEC segment disclosure: ROKU INC → AMAZON.COM INC—FY2024——
ACM ResearchSMICOtherSEC segment disclosure: ACM RESEARCH INC → SEMICONDUCTOR MFG INTL CORP—FY2024——
Datavault AIAmazon.com, Inc.OtherSEC segment disclosure: DATAVAULT AI INC → AMAZON.COM INC—FY2024——
KONTOOR BRANDS INCAmazon.com, Inc.OtherSEC segment disclosure: KONTOOR BRANDS INC → AMAZON.COM INC—FY2024——
SiTimeAppleOtherSEC segment disclosure: SITIME CORP → APPLE INC—FY2024——
SYSTEM1 INCMicrosoft CorporationOtherSEC segment disclosure: SYSTEM1 INC → MICROSOFT CORP—FY2024——
SYSTEM1 INCAlphabetOtherSEC segment disclosure: SYSTEM1 INC → ALPHABET INC—FY2024——
IAC INCAlphabetOtherSEC segment disclosure: IAC INC → ALPHABET INC—FY2024——
Corsair GamingAmazon.com, Inc.OtherSEC segment disclosure: CORSAIR GAMING INC → AMAZON.COM INC—FY2024——
BUZZFEED INCAmazon.com, Inc.OtherSEC segment disclosure: BUZZFEED INC → AMAZON.COM INC—FY2024——
BUZZFEED INCAlphabetOtherSEC segment disclosure: BUZZFEED INC → ALPHABET INC—FY2024——
PLAYTIKA HOLDING CORPAppleOtherSEC segment disclosure: PLAYTIKA HOLDING CORP → APPLE INC—FY2024——
PLAYTIKA HOLDING CORPAlphabetOtherSEC segment disclosure: PLAYTIKA HOLDING CORP → ALPHABET INC—FY2024——
PLAYTIKA HOLDING CORPMeta Platforms, Inc.OtherSEC segment disclosure: PLAYTIKA HOLDING CORP → META PLATFORMS INC—FY2024——
CORE SCIENTIFIC INCCoreWeaveOtherSEC segment disclosure: CORE SCIENTIFIC INC → COREWEAVE INC—FY2024——
TASKUS INCMeta Platforms, Inc.OtherSEC segment disclosure: TASKUS INC → META PLATFORMS INC—FY2024——
indie Semiconductor, Inc.AptivOtherSEC segment disclosure: INDIE SEMICONDUCTOR INC → APTIV PLC—FY2024——
PLAYSTUDIOS INCAppleOtherSEC segment disclosure: PLAYSTUDIOS INC → APPLE INC—FY2024——
PLAYSTUDIOS INCAlphabetOtherSEC segment disclosure: PLAYSTUDIOS INC → ALPHABET INC—FY2024——
DUOLINGO INCAppleOtherSEC segment disclosure: DUOLINGO INC → APPLE INC—FY2024——
DUOLINGO INCAlphabetOtherSEC segment disclosure: DUOLINGO INC → ALPHABET INC—FY2024——
TABOOLA.COM LTDMicrosoft CorporationOtherSEC segment disclosure: TABOOLA.COM LTD → MICROSOFT CORP—FY2024——
STAGWELL INCAppleOtherSEC segment disclosure: STAGWELL INC → APPLE INC—FY2024——
STAGWELL INCAmazon.com, Inc.OtherSEC segment disclosure: STAGWELL INC → AMAZON.COM INC—FY2024——
STAGWELL INCAlphabetOtherSEC segment disclosure: STAGWELL INC → ALPHABET INC—FY2024——
GlobalFoundriesAMDNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → ADVANCED MICRO DEVICES—FY2024——
GlobalFoundriesSkyworks SolutionsNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → SKYWORKS SOLUTIONS INC—FY2024——
GlobalFoundriesCirrus LogicNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → CIRRUS LOGIC INC—FY2024——
GlobalFoundriesQualcomm IncNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → QUALCOMM INC—FY2024——
GlobalFoundriesQorvoNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → QORVO INC—FY2024——
GlobalFoundriesSamsungNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → SAMSUNG ELECTRONICS CO LTD—FY2024——
GlobalFoundriesInfineon TechnologiesNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → INFINEON TECHNOLOGIES AG—FY2024——
GlobalFoundriesNXP Semiconductors NVNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → NXP SEMICONDUCTORS NV—FY2024——
SHARKNINJA INCAmazon.com, Inc.OtherSEC segment disclosure: SHARKNINJA INC → AMAZON.COM INC—FY2024——
Net Lease Office PropertiesAlphabetOtherSEC segment disclosure: NET LEASE OFFICE PROPERTIES → ALPHABET INC—FY2024——
JAKKS PACIFIC INCAmazon.com, Inc.OtherSEC segment disclosure: JAKKS PACIFIC INC → AMAZON.COM INC—FY2024——
Kilroy RealtyAmazon.com, Inc.OtherSEC segment disclosure: KILROY REALTY CORP → AMAZON.COM INC—FY2024——
RambusMicronOtherSEC segment disclosure: RAMBUS INC → MICRON TECHNOLOGY INC—FY2024——
RambusSamsungOtherSEC segment disclosure: RAMBUS INC → SAMSUNG ELECTRONICS CO LTD—FY2024——
RambusSK HynixOtherSEC segment disclosure: RAMBUS INC → SK HYNIX INC—FY2024——
BXPMicrosoft CorporationOtherSEC segment disclosure: BXP INC → MICROSOFT CORP—FY2024——
BXPAlphabetOtherSEC segment disclosure: BXP INC → ALPHABET INC—FY2024——
BROWNIE'S MARINE GROUP INCAmazon.com, Inc.OtherSEC segment disclosure: BROWNIE'S MARINE GROUP INC → AMAZON.COM INC—FY2024——
AmkorAppleOtherSEC segment disclosure: AMKOR TECHNOLOGY INC → APPLE INC—FY2024——
AmkorQualcomm IncOtherSEC segment disclosure: AMKOR TECHNOLOGY INC → QUALCOMM INC—FY2024——
CelesticaApplied MaterialsOtherSEC segment disclosure: CELESTICA INC → APPLIED MATERIALS INC—FY2024——
CelesticaLam ResearchOtherSEC segment disclosure: CELESTICA INC → LAM RESEARCH CORP—FY2024——
CelesticaAmazon.com, Inc.OtherSEC segment disclosure: CELESTICA INC → AMAZON.COM INC—FY2024——
CelesticaJuniper Networks, Inc.OtherSEC segment disclosure: CELESTICA INC → JUNIPER NETWORKS INC—FY2024——
CelesticaAlphabetOtherSEC segment disclosure: CELESTICA INC → ALPHABET INC—FY2024——
CelesticaMeta Platforms, Inc.OtherSEC segment disclosure: CELESTICA INC → META PLATFORMS INC—FY2024——
NEXTPLAT CORPAmazon.com, Inc.OtherSEC segment disclosure: NEXTPLAT CORP → AMAZON.COM INC—FY2024——
Plug PowerAmazon.com, Inc.OtherSEC segment disclosure: PLUG POWER INC → AMAZON.COM INC—FY2024——
Onto InnovationTSMCOtherSEC segment disclosure: ONTO INNOVATION INC → TAIWAN SEMICONDUCTOR MFG CO—FY2024——
Onto InnovationSK HynixOtherSEC segment disclosure: ONTO INNOVATION INC → SK HYNIX INC—FY2024——
PixelworksTokyo Electron Device Ltd.OtherSEC segment disclosure: PIXELWORKS INC → TOKYO ELECTRON DEVICE LTD—FY2024——
EntegrisTSMCOtherSEC segment disclosure: ENTEGRIS INC → TAIWAN SEMICONDUCTOR MFG CO—FY2024——
FormFactorIntelOtherSEC segment disclosure: FORMFACTOR INC → INTEL CORP—FY2024——
FormFactorSamsungOtherSEC segment disclosure: FORMFACTOR INC → SAMSUNG ELECTRONICS CO LTD—FY2024——
FormFactorSK HynixOtherSEC segment disclosure: FORMFACTOR INC → SK HYNIX INC—FY2024——
EnproApplied MaterialsOtherSEC segment disclosure: ENPRO INC → APPLIED MATERIALS INC—FY2024——
EnproASMLOtherSEC segment disclosure: ENPRO INC → ASML HOLDING NV—FY2024——
NETGEARAmazon.com, Inc.OtherSEC segment disclosure: NETGEAR INC → AMAZON.COM INC—FY2024——
Digital RealtyVerizon Communications, Inc.OtherSEC segment disclosure: DIGITAL REALTY TRUST INC → VERIZON COMMUNICATIONS INC—FY2024——
Digital RealtyLumen TechnologiesOtherSEC segment disclosure: DIGITAL REALTY TRUST INC → LUMEN TECHNOLOGIES INC—FY2024——
Digital RealtyJPMorgan ChaseOtherSEC segment disclosure: DIGITAL REALTY TRUST INC → JPMORGAN CHASE & CO—FY2024——
Digital RealtyComcastOtherSEC segment disclosure: DIGITAL REALTY TRUST INC → COMCAST CORP—FY2024——
Digital RealtyIBMOtherSEC segment disclosure: DIGITAL REALTY TRUST INC → INTL BUSINESS MACHINES CORP—FY2024——
Digital RealtyMorgan StanleyOtherSEC segment disclosure: DIGITAL REALTY TRUST INC → MORGAN STANLEY—FY2024——
Digital RealtyOracle CorporationOtherSEC segment disclosure: DIGITAL REALTY TRUST INC → ORACLE CORP—FY2024——
Digital RealtyCyxteraOtherSEC segment disclosure: DIGITAL REALTY TRUST INC → CYXTERA TECHNOLOGIES INC—FY2024——
Digital RealtyEquinix, Inc.OtherSEC segment disclosure: DIGITAL REALTY TRUST INC → EQUINIX INC—FY2024——
Digital RealtyMeta Platforms, Inc.OtherSEC segment disclosure: DIGITAL REALTY TRUST INC → META PLATFORMS INC—FY2024——
Digital RealtyRACKSPACE HOSTING INCOtherSEC segment disclosure: DIGITAL REALTY TRUST INC → RACKSPACE HOSTING INC—FY2024——
Digital RealtyLINKEDIN CORPOtherSEC segment disclosure: DIGITAL REALTY TRUST INC → LINKEDIN CORP—FY2024——
Intellinetics, Inc.APPLIED INNOVATION INCOtherSEC segment disclosure: INTELLINETICS INC → APPLIED INNOVATION INC—FY2024——
DHI GROUP INCMicrosoft CorporationOtherSEC segment disclosure: DHI GROUP INC → MICROSOFT CORP—FY2024——
DHI GROUP INCCiscoOtherSEC segment disclosure: DHI GROUP INC → CISCO SYSTEMS INC—FY2024——
Terreno RealtyAmazon.com, Inc.OtherSEC segment disclosure: TERRENO REALTY CORP → AMAZON.COM INC—FY2024——
Terreno RealtyMeta Platforms, Inc.OtherSEC segment disclosure: TERRENO REALTY CORP → META PLATFORMS INC—FY2024——
NXP Semiconductors NVAvnetOtherSEC segment disclosure: NXP SEMICONDUCTORS NV → AVNET INC—FY2024——
STAG IndustrialAmazon.com, Inc.OtherSEC segment disclosure: STAG INDUSTRIAL INC → AMAZON.COM INC—FY2024——
STAG IndustrialSCHNEIDER ELECTRIC S EOtherSEC segment disclosure: STAG INDUSTRIAL INC → SCHNEIDER ELECTRIC S E—FY2024——
Sequans Communications ADRQualcomm IncOtherSEC segment disclosure: SEQUANS COMMUNICATIONS SA → QUALCOMM INC—FY2024——
Magnachip SemiconductorSAMTOtherSEC segment disclosure: MAGNACHIP SEMICONDUCTOR CORP → SAMT CO LTD—FY2024——
Ultra CleanApplied MaterialsOtherSEC segment disclosure: ULTRA CLEAN HOLDINGS INC → APPLIED MATERIALS INC—FY2024——
Ultra CleanLam ResearchOtherSEC segment disclosure: ULTRA CLEAN HOLDINGS INC → LAM RESEARCH CORP—FY2024——
Ultra CleanASMLOtherSEC segment disclosure: ULTRA CLEAN HOLDINGS INC → ASML HOLDING NV—FY2024——
ChipMOS TechnologiesMicronOtherSEC segment disclosure: CHIPMOS TECHNOLOGIES INC → MICRON TECHNOLOGY INC—FY2024——
ChipMOS TechnologiesRaydium SemiconductorOtherSEC segment disclosure: CHIPMOS TECHNOLOGIES INC → RAYDIUM SEMICONDUCTOR CORP—FY2024——
LIFE360 INCAppleOtherSEC segment disclosure: LIFE360 INC → APPLE INC—FY2024——
LIFE360 INCAmazon.com, Inc.OtherSEC segment disclosure: LIFE360 INC → AMAZON.COM INC—FY2024——
LIFE360 INCAlphabetOtherSEC segment disclosure: LIFE360 INC → ALPHABET INC—FY2024——
TD SYNNEX CorpAppleOtherSEC segment disclosure: TD SYNNEX CORP → APPLE INC—FY2024——
Applied MaterialsTSMCNot establishedSEC >10% customer disclosure—FY2024——
Applied MaterialsIntelNot establishedSEC segment disclosure: APPLIED MATERIALS INC → INTEL CORP—FY2024——
Applied MaterialsSamsungNot establishedSEC segment disclosure: APPLIED MATERIALS INC → SAMSUNG ELECTRONICS CO LTD—FY2024——
Applied MaterialsTSMCNot establishedSEC segment disclosure: APPLIED MATERIALS INC → TAIWAN SEMICONDUCTOR MFG CO—FY2024——
PhotronicsSamsungOtherSEC segment disclosure: PHOTRONICS INC → SAMSUNG ELECTRONICS CO LTD—FY2024——
PhotronicsSMICOtherSEC segment disclosure: PHOTRONICS INC → SEMICONDUCTOR MFG INTL CORP—FY2024——
PhotronicsUnited Microelectronics Corp.OtherSEC segment disclosure: PHOTRONICS INC → UNITED MICROELECTRONICS CORP—FY2024——
Broadcom Inc.WT MicroelectronicsNot establishedSEC segment disclosure: BROADCOM INC → WT MICROELECTRONICS CO LTD—FY2024——
Qualcomm IncSAMSUNG ELECTRONICS CO -ADRNot establishedSEC >10% customer disclosure—FY2024——
Skyworks SolutionsAppleOtherSEC segment disclosure: SKYWORKS SOLUTIONS INC → APPLE INC—FY2024——
Qualcomm IncAppleNot establishedSEC segment disclosure: QUALCOMM INC → APPLE INC—FY2024——
Qualcomm IncSamsungNot establishedSEC segment disclosure: QUALCOMM INC → SAMSUNG ELECTRONICS CO LTD—FY2024——
Qualcomm IncXIAOMI CORPORATIONNot establishedSEC segment disclosure: QUALCOMM INC → XIAOMI CORPORATION—FY2024——
CENTRAL GARDEN & PET COAmazon.com, Inc.OtherSEC segment disclosure: CENTRAL GARDEN & PET CO → AMAZON.COM INC—FY2024——
BELLRING BRANDS INCAmazon.com, Inc.OtherSEC segment disclosure: BELLRING BRANDS INC → AMAZON.COM INC—FY2024——
Amdocs Ltd.AT&TOtherSEC segment disclosure: AMDOCS → AT&T INC—FY2024——
Amdocs Ltd.T-MOBILE US INCOtherSEC segment disclosure: AMDOCS → T-MOBILE US INC—FY2024——
WARNER MUSIC GROUP CORPAppleOtherSEC segment disclosure: WARNER MUSIC GROUP CORP → APPLE INC—FY2024——
JabilAppleOtherSEC segment disclosure: JABIL INC → APPLE INC—FY2024——
KLATSMCNot establishedSEC >10% customer disclosure—FY2024——
Lam ResearchTSMCNot establishedSEC >10% customer disclosure—FY2024——
KLATSMCNot establishedSEC segment disclosure: KLA CORP → TAIWAN SEMICONDUCTOR MFG CO—FY2024——
KossAmazon.com, Inc.OtherSEC segment disclosure: KOSS CORP → AMAZON.COM INC—FY2024——
Lam ResearchMicronNot establishedSEC segment disclosure: LAM RESEARCH CORP → MICRON TECHNOLOGY INC—FY2024——
Lam ResearchSamsungNot establishedSEC segment disclosure: LAM RESEARCH CORP → SAMSUNG ELECTRONICS CO LTD—FY2024——
Lam ResearchTSMCNot establishedSEC segment disclosure: LAM RESEARCH CORP → TAIWAN SEMICONDUCTOR MFG CO—FY2024——
Lam ResearchSK HynixNot establishedSEC segment disclosure: LAM RESEARCH CORP → SK HYNIX INC—FY2024——
Lumentum HoldingsAppleOtherSEC segment disclosure: LUMENTUM HOLDINGS INC → APPLE INC—FY2024——
Lumentum HoldingsAlphabetOtherSEC segment disclosure: LUMENTUM HOLDINGS INC → ALPHABET INC—FY2024——
EGAIN CORPCiscoOtherSEC segment disclosure: EGAIN CORP → CISCO SYSTEMS INC—FY2024——
FabrinetCiscoOtherSEC segment disclosure: FABRINET → CISCO SYSTEMS INC—FY2024——
ARMArm Technology (China) Co. LimitedNot establishedSEC >10% customer disclosure—FY2024——
CROWN CRAFTS INCAmazon.com, Inc.OtherSEC segment disclosure: CROWN CRAFTS INC → AMAZON.COM INC—FY2024——
EMERSON RADIO CORPAmazon.com, Inc.OtherSEC segment disclosure: EMERSON RADIO CORP → AMAZON.COM INC—FY2024——
Cirrus LogicAppleOtherSEC segment disclosure: CIRRUS LOGIC INC → APPLE INC—FY2024——
ELECTRONIC ARTS INCMicrosoft CorporationOtherSEC segment disclosure: ELECTRONIC ARTS INC → MICROSOFT CORP—FY2024——
EPLUS INCCiscoOtherSEC segment disclosure: EPLUS INC → CISCO SYSTEMS INC—FY2024——
QorvoAppleOtherSEC segment disclosure: QORVO INC → APPLE INC—FY2024——
QorvoSamsungOtherSEC segment disclosure: QORVO INC → SAMSUNG ELECTRONICS CO LTD—FY2024——
Logitech InternationalAmazon.com, Inc.OtherSEC segment disclosure: LOGITECH INTERNATIONAL SA → AMAZON.COM INC—FY2024——
PRESTIGE CONSUMER HEALTHCAREAmazon.com, Inc.OtherSEC segment disclosure: PRESTIGE CONSUMER HEALTHCARE → AMAZON.COM INC—FY2024——
HELEN OF TROY LTDAmazon.com, Inc.OtherSEC segment disclosure: HELEN OF TROY LTD → AMAZON.COM INC—FY2024——
Marvell TechnologyWintech Digital Systems Technology CorpNot establishedSEC >10% customer disclosure—FY2024——
GlobalFoundriesSony Semiconductor Manufacturing CorporationNot establishedSEC >10% customer disclosure—FY2023——
GlobalFoundriesMediatek IncorporationNot establishedSEC >10% customer disclosure—FY2023——
Digital RealtyRackspace US, Inc.OtherSEC >10% customer disclosure—FY2023——
Digital RealtyIBMOtherSEC >10% customer disclosure—FY2023——
Cousins PropertiesAmazon.com, Inc.OtherSEC segment disclosure: COUSINS PROPERTIES INC → AMAZON.COM INC—FY2023——
Cousins PropertiesMeta Platforms, Inc.OtherSEC segment disclosure: COUSINS PROPERTIES INC → META PLATFORMS INC—FY2023——
ESCALADE INCAmazon.com, Inc.OtherSEC segment disclosure: ESCALADE INC → AMAZON.COM INC—FY2023——
HASBRO INCAmazon.com, Inc.OtherSEC segment disclosure: HASBRO INC → AMAZON.COM INC—FY2023——
IntelHP IncNot establishedSEC segment disclosure: INTEL CORP → HP INC—FY2023——
IntelDell TechnologiesNot establishedSEC segment disclosure: INTEL CORP → DELL TECHNOLOGIES INC—FY2023——
IntelLenovo GroupNot establishedSEC segment disclosure: INTEL CORP → LENOVO GROUP LTD—FY2023——
InterdigitalAppleOtherSEC segment disclosure: INTERDIGITAL INC → APPLE INC—FY2023——
NEWELL BRANDS INCAmazon.com, Inc.OtherSEC segment disclosure: NEWELL BRANDS INC → AMAZON.COM INC—FY2023——
TeradyneTexas InstrumentsNot establishedSEC segment disclosure: TERADYNE INC → TEXAS INSTRUMENTS INC—FY2023——
UNITED PARCEL SERVICE INCAmazon.com, Inc.OtherSEC segment disclosure: UNITED PARCEL SERVICE INC → AMAZON.COM INC—FY2023——
VORNADO REALTY TRUSTAmazon.com, Inc.OtherSEC segment disclosure: VORNADO REALTY TRUST → AMAZON.COM INC—FY2023——
VORNADO REALTY TRUSTMeta Platforms, Inc.OtherSEC segment disclosure: VORNADO REALTY TRUST → META PLATFORMS INC—FY2023——
Lattice SemiconductorARROW ELECTRONICS, INC.OtherSEC segment disclosure: LATTICE SEMICONDUCTOR CORP → ARROW ELECTRONICS INC—FY2023——
Applied OptoelectronicsMicrosoft CorporationOtherSEC segment disclosure: APPLIED OPTOELECTRONICS INC → MICROSOFT CORP—FY2023——
KNOWLES CORPAppleOtherSEC segment disclosure: KNOWLES CORP → APPLE INC—FY2023——
Turtle BeachAmazon.com, Inc.OtherSEC segment disclosure: TURTLE BEACH CORP → AMAZON.COM INC—FY2023——
INVENTRUST PROPERTIES CORPAmazon.com, Inc.OtherSEC segment disclosure: INVENTRUST PROPERTIES CORP → AMAZON.COM INC—FY2023——
Arista NetworksMicrosoft CorporationNot establishedSEC segment disclosure: ARISTA NETWORKS INC → MICROSOFT CORP—FY2023——
Arista NetworksMeta Platforms, Inc.Not establishedSEC segment disclosure: ARISTA NETWORKS INC → META PLATFORMS INC—FY2023——
Benchmark ElectronicsApplied MaterialsOtherSEC segment disclosure: BENCHMARK ELECTRONICS INC → APPLIED MATERIALS INC—FY2023——
INUVO INCAlphabetOtherSEC segment disclosure: INUVO INC → ALPHABET INC—FY2023——
KORNIT DIGITAL LTDAmazon.com, Inc.OtherSEC segment disclosure: KORNIT DIGITAL LTD → AMAZON.COM INC—FY2023——
LIFETIME BRANDS INCAmazon.com, Inc.OtherSEC segment disclosure: LIFETIME BRANDS INC → AMAZON.COM INC—FY2023——
Seritage Growth Properties AAmazon.com, Inc.OtherSEC segment disclosure: SERITAGE GROWTH PROPERTIES → AMAZON.COM INC—FY2023——
Kimco RealtyAmazon.com, Inc.OtherSEC segment disclosure: KIMCO REALTY CORP → AMAZON.COM INC—FY2023——
Intellia Therapeutics, Inc.REGENERON PHARMACEUTICALSOtherSEC segment disclosure: INTELLIA THERAPEUTICS INC → REGENERON PHARMACEUTICALS—FY2023——
YETI HOLDINGS INCAmazon.com, Inc.OtherSEC segment disclosure: YETI HOLDINGS INC → AMAZON.COM INC—FY2023——
LXP INDUSTRIAL TRUSTAmazon.com, Inc.OtherSEC segment disclosure: LXP INDUSTRIAL TRUST → AMAZON.COM INC—FY2023——
Ichor HoldingsApplied MaterialsOtherSEC segment disclosure: ICHOR HOLDINGS LTD → APPLIED MATERIALS INC—FY2023——
Ichor HoldingsLam ResearchOtherSEC segment disclosure: ICHOR HOLDINGS LTD → LAM RESEARCH CORP—FY2023——
Ichor HoldingsASMLOtherSEC segment disclosure: ICHOR HOLDINGS LTD → ASML HOLDING NV—FY2023——
PrologisAmazon.com, Inc.OtherSEC segment disclosure: PROLOGIS INC → AMAZON.COM INC—FY2023——
STMicroelectronicsAppleOtherSEC segment disclosure: STMICROELECTRONICS NV → APPLE INC—FY2023——
HarmonicAppleOtherSEC segment disclosure: HARMONIC INC → APPLE INC—FY2023——
PETIQ INCAmazon.com, Inc.OtherSEC segment disclosure: PETIQ INC → AMAZON.COM INC—FY2023——
Borqs TechnologiesIntelOtherSEC segment disclosure: BORQS TECHNOLOGIES INC → INTEL CORP—FY2023——
Borqs TechnologiesMarvell TechnologyOtherSEC segment disclosure: BORQS TECHNOLOGIES INC → MARVELL TECHNOLOGY INC—FY2023——
ROKU INCAmazon.com, Inc.OtherSEC segment disclosure: ROKU INC → AMAZON.COM INC—FY2023——
ACM ResearchSMICOtherSEC segment disclosure: ACM RESEARCH INC → SEMICONDUCTOR MFG INTL CORP—FY2023——
KONTOOR BRANDS INCAmazon.com, Inc.OtherSEC segment disclosure: KONTOOR BRANDS INC → AMAZON.COM INC—FY2023——
SiTimeAppleOtherSEC segment disclosure: SITIME CORP → APPLE INC—FY2023——
SYSTEM1 INCMicrosoft CorporationOtherSEC segment disclosure: SYSTEM1 INC → MICROSOFT CORP—FY2023——
SYSTEM1 INCAlphabetOtherSEC segment disclosure: SYSTEM1 INC → ALPHABET INC—FY2023——
IAC INCAlphabetOtherSEC segment disclosure: IAC INC → ALPHABET INC—FY2023——
LAIRD SUPERFOOD INCAmazon.com, Inc.OtherSEC segment disclosure: LAIRD SUPERFOOD INC → AMAZON.COM INC—FY2023——
Corsair GamingAmazon.com, Inc.OtherSEC segment disclosure: CORSAIR GAMING INC → AMAZON.COM INC—FY2023——
BUZZFEED INCAmazon.com, Inc.OtherSEC segment disclosure: BUZZFEED INC → AMAZON.COM INC—FY2023——
BUZZFEED INCAlphabetOtherSEC segment disclosure: BUZZFEED INC → ALPHABET INC—FY2023——
BUZZFEED INCMeta Platforms, Inc.OtherSEC segment disclosure: BUZZFEED INC → META PLATFORMS INC—FY2023——
PLAYTIKA HOLDING CORPAppleOtherSEC segment disclosure: PLAYTIKA HOLDING CORP → APPLE INC—FY2023——
PLAYTIKA HOLDING CORPAlphabetOtherSEC segment disclosure: PLAYTIKA HOLDING CORP → ALPHABET INC—FY2023——
PLAYTIKA HOLDING CORPMeta Platforms, Inc.OtherSEC segment disclosure: PLAYTIKA HOLDING CORP → META PLATFORMS INC—FY2023——
TASKUS INCMeta Platforms, Inc.OtherSEC segment disclosure: TASKUS INC → META PLATFORMS INC—FY2023——
indie Semiconductor, Inc.AptivOtherSEC segment disclosure: INDIE SEMICONDUCTOR INC → APTIV PLC—FY2023——
PLAYSTUDIOS INCAppleOtherSEC segment disclosure: PLAYSTUDIOS INC → APPLE INC—FY2023——
PLAYSTUDIOS INCAlphabetOtherSEC segment disclosure: PLAYSTUDIOS INC → ALPHABET INC—FY2023——
DUOLINGO INCAppleOtherSEC segment disclosure: DUOLINGO INC → APPLE INC—FY2023——
DUOLINGO INCAlphabetOtherSEC segment disclosure: DUOLINGO INC → ALPHABET INC—FY2023——
TABOOLA.COM LTDMicrosoft CorporationOtherSEC segment disclosure: TABOOLA.COM LTD → MICROSOFT CORP—FY2023——
STAGWELL INCAppleOtherSEC segment disclosure: STAGWELL INC → APPLE INC—FY2023——
STAGWELL INCAmazon.com, Inc.OtherSEC segment disclosure: STAGWELL INC → AMAZON.COM INC—FY2023——
STAGWELL INCAlphabetOtherSEC segment disclosure: STAGWELL INC → ALPHABET INC—FY2023——
ArterisIntelOtherSEC segment disclosure: ARTERIS INC → INTEL CORP—FY2023——
ArterisNXP Semiconductors NVOtherSEC segment disclosure: ARTERIS INC → NXP SEMICONDUCTORS NV—FY2023——
GlobalFoundriesAMDNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → ADVANCED MICRO DEVICES—FY2023——
GlobalFoundriesCirrus LogicNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → CIRRUS LOGIC INC—FY2023——
GlobalFoundriesQualcomm IncNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → QUALCOMM INC—FY2023——
GlobalFoundriesQorvoNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → QORVO INC—FY2023——
GlobalFoundriesSamsungNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → SAMSUNG ELECTRONICS CO LTD—FY2023——
GlobalFoundriesInfineon TechnologiesNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → INFINEON TECHNOLOGIES AG—FY2023——
GlobalFoundriesMarvell TechnologyNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → MARVELL TECHNOLOGY INC—FY2023——
GlobalFoundriesNXP Semiconductors NVNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → NXP SEMICONDUCTORS NV—FY2023——
SHARKNINJA INCAmazon.com, Inc.OtherSEC segment disclosure: SHARKNINJA INC → AMAZON.COM INC—FY2023——
CoreWeaveMicrosoft CorporationOtherSEC segment disclosure: COREWEAVE INC → MICROSOFT CORP—FY2023——
Ambiq MicroAlphabetOtherSEC segment disclosure: AMBIQ MICRO INC → ALPHABET INC—FY2023——
JAKKS PACIFIC INCAmazon.com, Inc.OtherSEC segment disclosure: JAKKS PACIFIC INC → AMAZON.COM INC—FY2023——
MicroVisionMicrosoft CorporationOtherSEC segment disclosure: MICROVISION INC → MICROSOFT CORP—FY2023——
Kilroy RealtyAmazon.com, Inc.OtherSEC segment disclosure: KILROY REALTY CORP → AMAZON.COM INC—FY2023——
RambusMicronOtherSEC segment disclosure: RAMBUS INC → MICRON TECHNOLOGY INC—FY2023——
RambusSK HynixOtherSEC segment disclosure: RAMBUS INC → SK HYNIX INC—FY2023——
BXPMicrosoft CorporationOtherSEC segment disclosure: BXP INC → MICROSOFT CORP—FY2023——
BXPAlphabetOtherSEC segment disclosure: BXP INC → ALPHABET INC—FY2023——
Qnity ElectronicsSamsungOtherSEC segment disclosure: QNITY ELECTRONICS INC → SAMSUNG ELECTRONICS CO LTD—FY2023——
Qnity ElectronicsTSMCOtherSEC segment disclosure: QNITY ELECTRONICS INC → TAIWAN SEMICONDUCTOR MFG CO—FY2023——
BROWNIE'S MARINE GROUP INCAmazon.com, Inc.OtherSEC segment disclosure: BROWNIE'S MARINE GROUP INC → AMAZON.COM INC—FY2023——
AmkorAppleOtherSEC segment disclosure: AMKOR TECHNOLOGY INC → APPLE INC—FY2023——
CelesticaApplied MaterialsOtherSEC segment disclosure: CELESTICA INC → APPLIED MATERIALS INC—FY2023——
CelesticaLam ResearchOtherSEC segment disclosure: CELESTICA INC → LAM RESEARCH CORP—FY2023——
CelesticaAmazon.com, Inc.OtherSEC segment disclosure: CELESTICA INC → AMAZON.COM INC—FY2023——
CelesticaJuniper Networks, Inc.OtherSEC segment disclosure: CELESTICA INC → JUNIPER NETWORKS INC—FY2023——
CelesticaAlphabetOtherSEC segment disclosure: CELESTICA INC → ALPHABET INC—FY2023——
CelesticaMeta Platforms, Inc.OtherSEC segment disclosure: CELESTICA INC → META PLATFORMS INC—FY2023——
NEXTPLAT CORPAmazon.com, Inc.OtherSEC segment disclosure: NEXTPLAT CORP → AMAZON.COM INC—FY2023——
Plug PowerAmazon.com, Inc.OtherSEC segment disclosure: PLUG POWER INC → AMAZON.COM INC—FY2023——
ImmersionSamsungOtherSEC segment disclosure: IMMERSION CORP → SAMSUNG ELECTRONICS CO LTD—FY2023——
Onto InnovationTSMCOtherSEC segment disclosure: ONTO INNOVATION INC → TAIWAN SEMICONDUCTOR MFG CO—FY2023——
Onto InnovationSK HynixOtherSEC segment disclosure: ONTO INNOVATION INC → SK HYNIX INC—FY2023——
PixelworksTokyo Electron Device Ltd.OtherSEC segment disclosure: PIXELWORKS INC → TOKYO ELECTRON DEVICE LTD—FY2023——
EntegrisTSMCOtherSEC segment disclosure: ENTEGRIS INC → TAIWAN SEMICONDUCTOR MFG CO—FY2023——
ENTRAVISION COMMUNICATIONSMeta Platforms, Inc.OtherSEC segment disclosure: ENTRAVISION COMMUNICATIONS → META PLATFORMS INC—FY2023——
FormFactorIntelOtherSEC segment disclosure: FORMFACTOR INC → INTEL CORP—FY2023——
FormFactorTSMCOtherSEC segment disclosure: FORMFACTOR INC → TAIWAN SEMICONDUCTOR MFG CO—FY2023——
FormFactorSK HynixOtherSEC segment disclosure: FORMFACTOR INC → SK HYNIX INC—FY2023——
EnproApplied MaterialsOtherSEC segment disclosure: ENPRO INC → APPLIED MATERIALS INC—FY2023——
EnproASMLOtherSEC segment disclosure: ENPRO INC → ASML HOLDING NV—FY2023——
NETGEARAmazon.com, Inc.OtherSEC segment disclosure: NETGEAR INC → AMAZON.COM INC—FY2023——
Digital RealtyVerizon Communications, Inc.OtherSEC segment disclosure: DIGITAL REALTY TRUST INC → VERIZON COMMUNICATIONS INC—FY2023——
Digital RealtyLumen TechnologiesOtherSEC segment disclosure: DIGITAL REALTY TRUST INC → LUMEN TECHNOLOGIES INC—FY2023——
Digital RealtyJPMorgan ChaseOtherSEC segment disclosure: DIGITAL REALTY TRUST INC → JPMORGAN CHASE & CO—FY2023——
Digital RealtyComcastOtherSEC segment disclosure: DIGITAL REALTY TRUST INC → COMCAST CORP—FY2023——
Digital RealtyIBMOtherSEC segment disclosure: DIGITAL REALTY TRUST INC → INTL BUSINESS MACHINES CORP—FY2023——
Digital RealtyAT&TOtherSEC segment disclosure: DIGITAL REALTY TRUST INC → AT&T INC—FY2023——
Digital RealtyOracle CorporationOtherSEC segment disclosure: DIGITAL REALTY TRUST INC → ORACLE CORP—FY2023——
Digital RealtyZayoOtherSEC segment disclosure: DIGITAL REALTY TRUST INC → ZAYO GROUP HOLDINGS INC—FY2023——
Digital RealtyCyxteraOtherSEC segment disclosure: DIGITAL REALTY TRUST INC → CYXTERA TECHNOLOGIES INC—FY2023——
Digital RealtyEquinix, Inc.OtherSEC segment disclosure: DIGITAL REALTY TRUST INC → EQUINIX INC—FY2023——
Digital RealtyMeta Platforms, Inc.OtherSEC segment disclosure: DIGITAL REALTY TRUST INC → META PLATFORMS INC—FY2023——
Digital RealtyRACKSPACE HOSTING INCOtherSEC segment disclosure: DIGITAL REALTY TRUST INC → RACKSPACE HOSTING INC—FY2023——
Digital RealtyLINKEDIN CORPOtherSEC segment disclosure: DIGITAL REALTY TRUST INC → LINKEDIN CORP—FY2023——
CELSIUS HOLDINGS INCAmazon.com, Inc.OtherSEC segment disclosure: CELSIUS HOLDINGS INC → AMAZON.COM INC—FY2023——
DHI GROUP INCMicrosoft CorporationOtherSEC segment disclosure: DHI GROUP INC → MICROSOFT CORP—FY2023——
DHI GROUP INCCiscoOtherSEC segment disclosure: DHI GROUP INC → CISCO SYSTEMS INC—FY2023——
Terreno RealtyAmazon.com, Inc.OtherSEC segment disclosure: TERRENO REALTY CORP → AMAZON.COM INC—FY2023——
Terreno RealtyMeta Platforms, Inc.OtherSEC segment disclosure: TERRENO REALTY CORP → META PLATFORMS INC—FY2023——
NXP Semiconductors NVAvnetOtherSEC segment disclosure: NXP SEMICONDUCTORS NV → AVNET INC—FY2023——
STAG IndustrialAmazon.com, Inc.OtherSEC segment disclosure: STAG INDUSTRIAL INC → AMAZON.COM INC—FY2023——
American Assets TrustAlphabetOtherSEC segment disclosure: AMERICAN ASSETS TRUST INC → ALPHABET INC—FY2023——
Magnachip SemiconductorSAMTOtherSEC segment disclosure: MAGNACHIP SEMICONDUCTOR CORP → SAMT CO LTD—FY2023——
Ultra CleanApplied MaterialsOtherSEC segment disclosure: ULTRA CLEAN HOLDINGS INC → APPLIED MATERIALS INC—FY2023——
Ultra CleanLam ResearchOtherSEC segment disclosure: ULTRA CLEAN HOLDINGS INC → LAM RESEARCH CORP—FY2023——
ChipMOS TechnologiesMicronOtherSEC segment disclosure: CHIPMOS TECHNOLOGIES INC → MICRON TECHNOLOGY INC—FY2023——
ChipMOS TechnologiesCypress Semiconductor Corp.OtherSEC segment disclosure: CHIPMOS TECHNOLOGIES INC → CYPRESS SEMICONDUCTOR CORP—FY2023——
ChipMOS TechnologiesRaydium SemiconductorOtherSEC segment disclosure: CHIPMOS TECHNOLOGIES INC → RAYDIUM SEMICONDUCTOR CORP—FY2023——
LIFE360 INCAmazon.com, Inc.OtherSEC segment disclosure: LIFE360 INC → AMAZON.COM INC—FY2023——
TD SYNNEX CorpAppleOtherSEC segment disclosure: TD SYNNEX CORPORATION → APPLE INC—FY2023——
Applied MaterialsSamsungNot establishedSEC >10% customer disclosure—FY2023——
Applied MaterialsTSMCNot establishedSEC >10% customer disclosure—FY2023——
Applied MaterialsIntelNot establishedSEC segment disclosure: APPLIED MATERIALS INC → INTEL CORP—FY2023——
Applied MaterialsTSMCNot establishedSEC segment disclosure: APPLIED MATERIALS INC → TAIWAN SEMICONDUCTOR MFG CO—FY2023——
PhotronicsSMICOtherSEC segment disclosure: PHOTRONICS INC → SEMICONDUCTOR MFG INTL CORP—FY2023——
PhotronicsUnited Microelectronics Corp.OtherSEC segment disclosure: PHOTRONICS INC → UNITED MICROELECTRONICS CORP—FY2023——
SynopsysIntelOtherSEC segment disclosure: SYNOPSYS INC → INTEL CORP—FY2023——
Broadcom Inc.AppleNot establishedSEC segment disclosure: BROADCOM INC → APPLE INC—FY2023——
Broadcom Inc.WT MicroelectronicsNot establishedSEC segment disclosure: BROADCOM INC → WT MICROELECTRONICS CO LTD—FY2023——
Qualcomm IncSAMSUNG ELECTRONICS CO -ADRNot establishedSEC >10% customer disclosure—FY2023——
Skyworks SolutionsAppleOtherSEC segment disclosure: SKYWORKS SOLUTIONS INC → APPLE INC—FY2023——
Qualcomm IncAppleNot establishedSEC segment disclosure: QUALCOMM INC → APPLE INC—FY2023——
CENTRAL GARDEN & PET COAmazon.com, Inc.OtherSEC segment disclosure: CENTRAL GARDEN & PET CO → AMAZON.COM INC—FY2023——
BELLRING BRANDS INCAmazon.com, Inc.OtherSEC segment disclosure: BELLRING BRANDS INC → AMAZON.COM INC—FY2023——
Amdocs Ltd.AT&TOtherSEC segment disclosure: AMDOCS → AT&T INC—FY2023——
Amdocs Ltd.T-MOBILE US INCOtherSEC segment disclosure: AMDOCS → T-MOBILE US INC—FY2023——
WARNER MUSIC GROUP CORPAppleOtherSEC segment disclosure: WARNER MUSIC GROUP CORP → APPLE INC—FY2023——
JabilAppleOtherSEC segment disclosure: JABIL INC → APPLE INC—FY2023——
KLATSMCNot establishedSEC >10% customer disclosure—FY2023——
Lam ResearchTSMCNot establishedSEC >10% customer disclosure—FY2023——
Lam ResearchKioxiaNot establishedSEC >10% customer disclosure—FY2023——
KLASamsungNot establishedSEC segment disclosure: KLA CORP → SAMSUNG ELECTRONICS CO LTD—FY2023——
KLATSMCNot establishedSEC segment disclosure: KLA CORP → TAIWAN SEMICONDUCTOR MFG CO—FY2023——
KossAmazon.com, Inc.OtherSEC segment disclosure: KOSS CORP → AMAZON.COM INC—FY2023——
Lam ResearchIntelNot establishedSEC segment disclosure: LAM RESEARCH CORP → INTEL CORP—FY2023——
Lam ResearchMicronNot establishedSEC segment disclosure: LAM RESEARCH CORP → MICRON TECHNOLOGY INC—FY2023——
Lam ResearchSamsungNot establishedSEC segment disclosure: LAM RESEARCH CORP → SAMSUNG ELECTRONICS CO LTD—FY2023——
Lam ResearchTSMCNot establishedSEC segment disclosure: LAM RESEARCH CORP → TAIWAN SEMICONDUCTOR MFG CO—FY2023——
Western DigitalAppleOtherSEC segment disclosure: WESTERN DIGITAL CORP → APPLE INC—FY2023——
Lumentum HoldingsAppleOtherSEC segment disclosure: LUMENTUM HOLDINGS INC → APPLE INC—FY2023——
IPOWER INCAmazon.com, Inc.OtherSEC segment disclosure: IPOWER INC → AMAZON.COM INC—FY2023——
EGAIN CORPCiscoOtherSEC segment disclosure: EGAIN CORP → CISCO SYSTEMS INC—FY2023——
FabrinetCiscoOtherSEC segment disclosure: FABRINET → CISCO SYSTEMS INC—FY2023——
FabrinetNVIDIAOtherSEC segment disclosure: FABRINET → NVIDIA CORP—FY2023——
AXIL BrandsAmazon.com, Inc.OtherSEC segment disclosure: AXIL BRANDS INC → AMAZON.COM INC—FY2023——
CROWN CRAFTS INCAmazon.com, Inc.OtherSEC segment disclosure: CROWN CRAFTS INC → AMAZON.COM INC—FY2023——
EMERSON RADIO CORPAmazon.com, Inc.OtherSEC segment disclosure: EMERSON RADIO CORP → AMAZON.COM INC—FY2023——
BONSO ELECTRONICS INTL INCAmazon.com, Inc.OtherSEC segment disclosure: BONSO ELECTRONICS INTL INC → AMAZON.COM INC—FY2023——
Cirrus LogicAppleOtherSEC segment disclosure: CIRRUS LOGIC INC → APPLE INC—FY2023——
ELECTRONIC ARTS INCMicrosoft CorporationOtherSEC segment disclosure: ELECTRONIC ARTS INC → MICROSOFT CORP—FY2023——
EPLUS INCCiscoOtherSEC segment disclosure: EPLUS INC → CISCO SYSTEMS INC—FY2023——
QorvoAppleOtherSEC segment disclosure: QORVO INC → APPLE INC—FY2023——
QorvoSamsungOtherSEC segment disclosure: QORVO INC → SAMSUNG ELECTRONICS CO LTD—FY2023——
Logitech InternationalAmazon.com, Inc.OtherSEC segment disclosure: LOGITECH INTERNATIONAL SA → AMAZON.COM INC—FY2023——
HELEN OF TROY LTDAmazon.com, Inc.OtherSEC segment disclosure: HELEN OF TROY LTD → AMAZON.COM INC—FY2023——
Marvell TechnologyWintech Digital Systems Technology CorpNot establishedSEC >10% customer disclosure—FY2023——
TeradyneTSMCNot establishedSEC >10% customer disclosure—FY2022——
Arista NetworksMeta Platforms, Inc.Not establishedSEC >10% customer disclosure—FY2022——
GlobalFoundriesMediatek IncorporationNot establishedSEC >10% customer disclosure—FY2022——
Digital RealtyMeta Platforms, Inc.OtherSEC >10% customer disclosure—FY2022——
Digital RealtyRackspace US, Inc.OtherSEC >10% customer disclosure—FY2022——
Digital RealtyIBMOtherSEC >10% customer disclosure—FY2022——
Cousins PropertiesAmazon.com, Inc.OtherSEC segment disclosure: COUSINS PROPERTIES INC → AMAZON.COM INC—FY2022——
ESCALADE INCAmazon.com, Inc.OtherSEC segment disclosure: ESCALADE INC → AMAZON.COM INC—FY2022——
HASBRO INCAmazon.com, Inc.OtherSEC segment disclosure: HASBRO INC → AMAZON.COM INC—FY2022——
IntelHP IncNot establishedSEC segment disclosure: INTEL CORP → HP INC—FY2022——
IntelDell TechnologiesNot establishedSEC segment disclosure: INTEL CORP → DELL TECHNOLOGIES INC—FY2022——
IntelLenovo GroupNot establishedSEC segment disclosure: INTEL CORP → LENOVO GROUP LTD—FY2022——
InterdigitalAppleOtherSEC segment disclosure: INTERDIGITAL INC → APPLE INC—FY2022——
InterdigitalSamsungOtherSEC segment disclosure: INTERDIGITAL INC → SAMSUNG ELECTRONICS CO LTD—FY2022——
NEWELL BRANDS INCAmazon.com, Inc.OtherSEC segment disclosure: NEWELL BRANDS INC → AMAZON.COM INC—FY2022——
TeradyneQualcomm IncNot establishedSEC segment disclosure: TERADYNE INC → QUALCOMM INC—FY2022——
TeradyneTSMCNot establishedSEC segment disclosure: TERADYNE INC → TAIWAN SEMICONDUCTOR MFG CO—FY2022——
UNITED PARCEL SERVICE INCAmazon.com, Inc.OtherSEC segment disclosure: UNITED PARCEL SERVICE INC → AMAZON.COM INC—FY2022——
VORNADO REALTY TRUSTAmazon.com, Inc.OtherSEC segment disclosure: VORNADO REALTY TRUST → AMAZON.COM INC—FY2022——
VANTAGE DRILLING INTERNATIONTotalEnergiesOtherSEC segment disclosure: VANTAGE DRILLING INTERNATION → TOTALENERGIES SE—FY2022——
COGNEX CORPAppleOtherSEC segment disclosure: COGNEX CORP → APPLE INC—FY2022——
Lattice SemiconductorARROW ELECTRONICS, INC.OtherSEC segment disclosure: LATTICE SEMICONDUCTOR CORP → ARROW ELECTRONICS INC—FY2022——
Applied OptoelectronicsMicrosoft CorporationOtherSEC segment disclosure: APPLIED OPTOELECTRONICS INC → MICROSOFT CORP—FY2022——
Applied OptoelectronicsCiscoOtherSEC segment disclosure: APPLIED OPTOELECTRONICS INC → CISCO SYSTEMS INC—FY2022——
KNOWLES CORPAppleOtherSEC segment disclosure: KNOWLES CORP → APPLE INC—FY2022——
Turtle BeachAmazon.com, Inc.OtherSEC segment disclosure: TURTLE BEACH CORP → AMAZON.COM INC—FY2022——
INVENTRUST PROPERTIES CORPAmazon.com, Inc.OtherSEC segment disclosure: INVENTRUST PROPERTIES CORP → AMAZON.COM INC—FY2022——
Arista NetworksMicrosoft CorporationNot establishedSEC segment disclosure: ARISTA NETWORKS INC → MICROSOFT CORP—FY2022——
Benchmark ElectronicsApplied MaterialsOtherSEC segment disclosure: BENCHMARK ELECTRONICS INC → APPLIED MATERIALS INC—FY2022——
INUVO INCAlphabetOtherSEC segment disclosure: INUVO INC → ALPHABET INC—FY2022——
KORNIT DIGITAL LTDAmazon.com, Inc.OtherSEC segment disclosure: KORNIT DIGITAL LTD → AMAZON.COM INC—FY2022——
LIFETIME BRANDS INCAmazon.com, Inc.OtherSEC segment disclosure: LIFETIME BRANDS INC → AMAZON.COM INC—FY2022——
Seritage Growth Properties AAmazon.com, Inc.OtherSEC segment disclosure: SERITAGE GROWTH PROPERTIES → AMAZON.COM INC—FY2022——
Kimco RealtyAmazon.com, Inc.OtherSEC segment disclosure: KIMCO REALTY CORP → AMAZON.COM INC—FY2022——
Intellia Therapeutics, Inc.REGENERON PHARMACEUTICALSOtherSEC segment disclosure: INTELLIA THERAPEUTICS INC → REGENERON PHARMACEUTICALS—FY2022——
Intellia Therapeutics, Inc.KYVERNA THERAPEUTICS INCOtherSEC segment disclosure: INTELLIA THERAPEUTICS INC → KYVERNA THERAPEUTICS INC—FY2022——
ImpinjIntelOtherSEC segment disclosure: IMPINJ INC → INTEL CORP—FY2022——
YETI HOLDINGS INCAmazon.com, Inc.OtherSEC segment disclosure: YETI HOLDINGS INC → AMAZON.COM INC—FY2022——
LXP INDUSTRIAL TRUSTAmazon.com, Inc.OtherSEC segment disclosure: LXP INDUSTRIAL TRUST → AMAZON.COM INC—FY2022——
Ichor HoldingsApplied MaterialsOtherSEC segment disclosure: ICHOR HOLDINGS LTD → APPLIED MATERIALS INC—FY2022——
Ichor HoldingsLam ResearchOtherSEC segment disclosure: ICHOR HOLDINGS LTD → LAM RESEARCH CORP—FY2022——
Ichor HoldingsASMLOtherSEC segment disclosure: ICHOR HOLDINGS LTD → ASML HOLDING NV—FY2022——
PrologisAmazon.com, Inc.OtherSEC segment disclosure: PROLOGIS INC → AMAZON.COM INC—FY2022——
STMicroelectronicsAppleOtherSEC segment disclosure: STMICROELECTRONICS NV → APPLE INC—FY2022——
HarmonicIntelsat Holding Corp.OtherSEC segment disclosure: HARMONIC INC → INTELSAT SA—FY2022——
HarmonicINTELSAT INVESTMENTS SAOtherSEC segment disclosure: HARMONIC INC → INTELSAT INVESTMENTS SA—FY2022——
Borqs TechnologiesIntelOtherSEC segment disclosure: BORQS TECHNOLOGIES INC → INTEL CORP—FY2022——
Borqs TechnologiesMarvell TechnologyOtherSEC segment disclosure: BORQS TECHNOLOGIES INC → MARVELL TECHNOLOGY INC—FY2022——
ROKU INCAmazon.com, Inc.OtherSEC segment disclosure: ROKU INC → AMAZON.COM INC—FY2022——
FUNKO INCAmazon.com, Inc.OtherSEC segment disclosure: FUNKO INC → AMAZON.COM INC—FY2022——
ACM ResearchSMICOtherSEC segment disclosure: ACM RESEARCH INC → SEMICONDUCTOR MFG INTL CORP—FY2022——
ACM ResearchSK HynixOtherSEC segment disclosure: ACM RESEARCH INC → SK HYNIX INC—FY2022——
KONTOOR BRANDS INCAmazon.com, Inc.OtherSEC segment disclosure: KONTOOR BRANDS INC → AMAZON.COM INC—FY2022——
SiTimeAppleOtherSEC segment disclosure: SITIME CORP → APPLE INC—FY2022——
SYSTEM1 INCMicrosoft CorporationOtherSEC segment disclosure: SYSTEM1 INC → MICROSOFT CORP—FY2022——
SYSTEM1 INCAlphabetOtherSEC segment disclosure: SYSTEM1 INC → ALPHABET INC—FY2022——
IAC INCAlphabetOtherSEC segment disclosure: IAC INC → ALPHABET INC—FY2022——
LAIRD SUPERFOOD INCAmazon.com, Inc.OtherSEC segment disclosure: LAIRD SUPERFOOD INC → AMAZON.COM INC—FY2022——
Corsair GamingAmazon.com, Inc.OtherSEC segment disclosure: CORSAIR GAMING INC → AMAZON.COM INC—FY2022——
BUZZFEED INCAmazon.com, Inc.OtherSEC segment disclosure: BUZZFEED INC → AMAZON.COM INC—FY2022——
BUZZFEED INCAlphabetOtherSEC segment disclosure: BUZZFEED INC → ALPHABET INC—FY2022——
PLAYTIKA HOLDING CORPAppleOtherSEC segment disclosure: PLAYTIKA HOLDING CORP → APPLE INC—FY2022——
PLAYTIKA HOLDING CORPAlphabetOtherSEC segment disclosure: PLAYTIKA HOLDING CORP → ALPHABET INC—FY2022——
PLAYTIKA HOLDING CORPMeta Platforms, Inc.OtherSEC segment disclosure: PLAYTIKA HOLDING CORP → META PLATFORMS INC—FY2022——
KALTURA INCAmazon.com, Inc.OtherSEC segment disclosure: KALTURA INC → AMAZON.COM INC—FY2022——
ORGANON & COSAMSUNG BIOLOGICS Co., Ltd.OtherSEC segment disclosure: ORGANON & CO → SAMSUNG BIOLOGICS CO LTD—FY2022——
indie Semiconductor, Inc.AptivOtherSEC segment disclosure: INDIE SEMICONDUCTOR INC → APTIV PLC—FY2022——
PLAYSTUDIOS INCAppleOtherSEC segment disclosure: PLAYSTUDIOS INC → APPLE INC—FY2022——
PLAYSTUDIOS INCAlphabetOtherSEC segment disclosure: PLAYSTUDIOS INC → ALPHABET INC—FY2022——
PAYONEER GLBL INCAmazon.com, Inc.OtherSEC segment disclosure: PAYONEER GLBL INC → AMAZON.COM INC—FY2022——
DUOLINGO INCAppleOtherSEC segment disclosure: DUOLINGO INC → APPLE INC—FY2022——
DUOLINGO INCAlphabetOtherSEC segment disclosure: DUOLINGO INC → ALPHABET INC—FY2022——
TABOOLA.COM LTDMicrosoft CorporationOtherSEC segment disclosure: TABOOLA.COM LTD → MICROSOFT CORP—FY2022——
ZEVIA PBCAmazon.com, Inc.OtherSEC segment disclosure: ZEVIA PBC → AMAZON.COM INC—FY2022——
STAGWELL INCAppleOtherSEC segment disclosure: STAGWELL INC → APPLE INC—FY2022——
STAGWELL INCAmazon.com, Inc.OtherSEC segment disclosure: STAGWELL INC → AMAZON.COM INC—FY2022——
STAGWELL INCAlphabetOtherSEC segment disclosure: STAGWELL INC → ALPHABET INC—FY2022——
ArterisIntelOtherSEC segment disclosure: ARTERIS INC → INTEL CORP—FY2022——
GlobalFoundriesAMDNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → ADVANCED MICRO DEVICES—FY2022——
GlobalFoundriesSkyworks SolutionsNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → SKYWORKS SOLUTIONS INC—FY2022——
GlobalFoundriesCirrus LogicNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → CIRRUS LOGIC INC—FY2022——
GlobalFoundriesQualcomm IncNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → QUALCOMM INC—FY2022——
GlobalFoundriesQorvoNot establishedSEC segment disclosure: GLOBALFOUNDRIES INC → QORVO INC—FY2022——

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.

Source coverage and methodology