July 13, 2026 10:45 AM GMT Multi-Industry | North America CoTD: A Look Upstream Chart of the Day (CoTD) highlights charts that tie into latest investor conversations, are timely for the macro + company events, or just ones that we find interesting. Exhibit 1: Delta Electronic Monthly Sales: As a leading Asian component provider, Delta sits upstream vs our US OEMs in the supply chain and thus is a useful leading indicator. Sales have accelerated exiting Q2 due to outsized Data Center + Automation exposure. B ...