Customer concentration at UFP Technologies

A large proportion of the turnover of $UFPT (+2,55%) is generated by key accounts. Here in particular $SYK (+3,63%) and $ISRG (+3,58%) . 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?