Customer concentration at UFP Technologies

A large proportion of the turnover of $UFPT (+1,91 %) is generated by key accounts. Here in particular $SYK (-1,22 %) and $ISRG (-1,32 %) . This can be positive, as the two companies appear healthy and dominate the market. However, it is also a bit of a cluster. How do you assess the constellation and what are your forecasts for UFP?