Customer concentration at UFP Technologies

A large proportion of the turnover of $UFPT (-2,82%) is generated by key accounts. Here in particular $SYK (+6,94%) and $ISRG (-3,88%) . 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?