Suppliers whose customers just moved
as of 2026-08-11
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 |
|---|---|---|---|---|---|
| CDXSaged | -37.8% | -38.3% | -0.5% | NESN.SW 15.0% of revenue | 2 |
| ADEAaged | -36.7% | -3.9% | +32.8% | 000660.KS 17.0% of revenue | 1 |
| KLIC | -28.6% | -23.7% | +4.9% | 002185.SZ 10.9% of revenue | 1 |
| AMAT | -19.1% | -13.3% | +5.8% | 005930.KS 17.0% of revenue | 1 |
| IDCCaged | -19.1% | +31.5% | +50.6% | 005930.KS 22.0% of revenue | 1 |
| MHHaged | -17.8% | +0.1% | +18.0% | IBM 13.3% of revenue | 1 |
| GLWaged | -16.8% | -17.4% | -0.6% | 005930.KS 11.0% of revenue | 2 |
| LTRX | -13.0% | +2.3% | +15.3% | 2489.TW 10.0% of revenue | 1 |
| MRAMaged | -12.6% | -13.5% | -0.9% | CLS 29.0% of revenue | 1 |
| ORAaged | -12.2% | +1.8% | +13.9% | HE 15.3% of revenue | 2 |
| EXTRaged | -12.1% | -30.2% | -18.1% | ERIC 10.0% of revenue | 1 |
| POWI | -11.9% | -14.0% | -2.2% | FLEX 12.0% of revenue | 1 |
| MPTaged | -11.6% | -8.0% | +3.6% | 4ZG.F 9.5% of revenue | 1 |
| AIRT | -11.5% | +19.4% | +30.9% | AAL 10.0% of revenue | 1 |
| COHUaged | -11.2% | -11.9% | -0.7% | INTC 42.0% of revenue | 1 |
| GSIT | -11.2% | +0.9% | +12.1% | 2449.TW 23.0% of revenue | 1 |
| FFaged | -10.7% | +11.2% | +22.0% | CTVA 11.0% of revenue | 1 |
| MRVLaged | -8.5% | -11.6% | -3.0% | CARR 19.0% of revenue | 1 |
| PKEaged | -8.2% | +9.5% | +17.7% | SANM 10.1% of revenue | 2 |
| MCKaged | -8.1% | +9.2% | +17.3% | CVS 16.0% 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 |
|---|---|---|---|---|---|
| UFPTaged | +25.4% | +37.2% | +11.7% | RSEL.TA 7.3% of revenue | 1 |
| WDCaged | +23.0% | -24.8% | -47.8% | HPQ 11.0% of revenue | 1 |
| MU | +22.1% | -12.1% | -34.1% | 3702.TW 13.0% of revenue | 1 |
| CHRS | +19.1% | -19.5% | -38.6% | BAX 86.0% of revenue | 2 |
| TRVG | +18.0% | 0.0% | -18.0% | BKNG 49.0% of revenue | 2 |
| PSNL | +17.9% | +3.1% | -14.9% | NTRA 43.0% of revenue | 1 |
| UEIC | +17.3% | +19.3% | +2.1% | CHTR 11.1% of revenue | 1 |
| INTTaged | +16.7% | -12.5% | -29.3% | 7433.T 11.0% of revenue | 1 |
| KPLT | +15.7% | -11.7% | -27.4% | W 10.0% of revenue | 1 |
| EFOIaged | +15.6% | +3.6% | -12.0% | HII 10.0% of revenue | 1 |
| MUR | +15.1% | +5.2% | -9.9% | XOM 12.0% of revenue | 1 |
| GLPaged | +15.1% | +3.5% | -11.6% | XOM 17.0% of revenue | 1 |
| INOaged | +14.8% | -37.3% | -52.1% | AMGN 53.0% of revenue | 1 |
| RCMTaged | +14.8% | +3.4% | -11.4% | RTX 12.9% of revenue | 2 |
| LYTSaged | +14.4% | +2.5% | -11.9% | PSX 11.0% of revenue | 1 |
| HWM | +14.4% | +4.7% | -9.6% | RTX 10.0% of revenue | 1 |
| AIRI | +14.2% | -10.7% | -25.0% | LMT 24.7% of revenue | 2 |
| INTC | +13.9% | -11.2% | -25.1% | DELL 19.0% of revenue | 2 |
| ATMU | +13.7% | -2.1% | -15.8% | 8TRA.DE 12.0% of revenue | 1 |
| CHRD | +13.6% | +18.0% | +4.4% | XOM 22.0% of revenue | 3 |