Suppliers whose customers just moved
Every name below disclosed, in its own SEC filings, which customers its revenue depends on — many with the percentage. The board sorts suppliers by their customers’ dependency-weighted move over the trailing month. The gap column is the lead-lag read: how much of the customers’ move the supplier itself has not yet matched.
Gap = own move − customers’ move · negative = customers ran, this stock hasn’t followed yet
Customers cracking
Bottom of the cross-section — these suppliers' disclosed customers fell the most over the trailing month.
| Supplier | Customers’ move | Own move | Gap | Top disclosed customer | n |
|---|---|---|---|---|---|
| CIXaged | -96.8% | +12.9% | +109.8% | USPS 13.0% of revenue | 1 |
| COHUaged | -42.6% | -33.2% | +9.5% | INTC 42.0% of revenue | 1 |
| MRAMaged | -35.6% | -21.5% | +14.1% | CLS 29.0% of revenue | 1 |
| POWI | -35.1% | -6.7% | +28.4% | FLEX 12.0% of revenue | 1 |
| PKEaged | -31.2% | -8.8% | +22.4% | SANM 10.1% of revenue | 2 |
| TDWaged | -28.1% | -14.4% | +13.7% | PBR 8.2% of revenue | 1 |
| GSIT | -25.3% | -29.1% | -3.8% | 2449.TW 4.0% of revenue | 1 |
| INTC | -23.4% | -42.6% | -19.3% | DELL 19.0% of revenue | 2 |
| AUTL | -22.3% | -27.1% | -4.8% | CABA 76.0% of revenue | 1 |
| MXLaged | -21.2% | -39.5% | -18.3% | 6285.TW 14.0% of revenue | 2 |
| AMBAaged | -20.9% | -8.6% | +12.3% | GPRO 12.0% of revenue | 2 |
| PSNL | -20.0% | -0.3% | +19.7% | NTRA 13.0% of revenue | 1 |
| LTRXaged | -19.9% | -32.1% | -12.3% | 2489.TW 10.0% of revenue | 1 |
| GLWaged | -19.3% | -23.9% | -4.6% | 005930.KS 11.0% of revenue | 2 |
| MUaged | -19.1% | -26.7% | -7.5% | 3702.TW 11.0% of revenue | 1 |
| UFPTaged | -18.9% | +6.2% | +25.0% | RSEL.TA 7.5% of revenue | 1 |
| IVDA | -18.8% | -25.9% | -7.1% | 6412.TW 11.0% of revenue | 2 |
| INUVaged | -18.5% | -24.0% | -5.5% | GOOGL 29.1% of revenue | 1 |
| DUOL | -18.5% | +2.9% | +21.4% | GOOGL 23.9% of revenue | 1 |
| HPP | -18.5% | -26.4% | -7.9% | GOOGL 14.3% of revenue | 1 |
Customers running hot
Top of the cross-section — these suppliers' disclosed customers rose the most.
| Supplier | Customers’ move | Own move | Gap | Top disclosed customer | n |
|---|---|---|---|---|---|
| INLX | +32.3% | -20.1% | -52.4% | RKT 10.0% of revenue | 1 |
| VISN | +30.8% | -31.9% | -62.7% | CHTR 14.0% of revenue | 1 |
| UEIC | +30.8% | -2.0% | -32.8% | CHTR 11.1% of revenue | 1 |
| FEMY | +30.0% | -29.0% | -59.0% | BAYRY 10.0% of revenue | 1 |
| FICO | +26.9% | -1.3% | -28.2% | TRU 10.0% of revenue | 1 |
| SWK | +24.8% | +31.3% | +6.6% | LOW 15.0% of revenue | 1 |
| SMG | +24.8% | +30.4% | +5.6% | LOW 15.0% of revenue | 1 |
| UFPI | +24.8% | +6.8% | -18.0% | LOW 11.0% of revenue | 1 |
| HLMNaged | +24.8% | +20.2% | -4.6% | LOW 22.5% of revenue | 1 |
| FBIN | +24.8% | +29.2% | +4.4% | LOW 11.0% of revenue | 1 |
| MRNA | +23.2% | +19.6% | -3.7% | TKPHF 10.0% of revenue | 1 |
| NKTR | +21.8% | -5.2% | -26.9% | TKPHF 21.0% of revenue | 2 |
| UE | +20.8% | +6.7% | -14.1% | HD 5.0% of revenue | 1 |
| EFOIaged | +18.8% | +71.3% | +52.5% | HII 10.0% of revenue | 1 |
| BFH | +18.5% | -4.9% | -23.4% | BBWI 10.3% of revenue | 2 |
| SLGN | +18.4% | +18.6% | +0.3% | CPB 22.7% of revenue | 1 |
| SANM | +18.2% | -27.3% | -45.4% | MSI 10.3% of revenue | 1 |
| MO | +17.8% | +6.5% | -11.3% | PFGC 23.0% of revenue | 1 |
| PLXS | +17.6% | -20.0% | -37.7% | GE 12.9% of revenue | 2 |
| OSW | +17.6% | +36.8% | +19.2% | CCL 41.0% of revenue | 3 |