Supply Chain
Supplier–customer relationships between named firms, and how concentrated each supply layer is.
Supplier–customer relationships
The graph
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)
| Supplier | Customer | Category | Product / service | 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 | — | — |
| ASML | Samsung | 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 | — | — |
| ASML | UMC | Not established | Not established | Feb 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 | — | — |