UK MACRO BRIEF2026-06-02

ONS M&A data lands alongside a transformative CAML/Cygnus tie-up, BATS guidance raise and Elementis pharma exit — UK Plc tone is constructively active.

Read the full brief →

Ranked by overall fit

Every company is scored 0–1000 on its fit with the strategy: positive exposure to AI spending (~35%), operating leverage to upside surprises (~25%), valuation discipline (~25%), and downside protection (~15%). Higher is better. 1,209 companies · 162 deep dives · 1,047 first-pass · 2026-06-03

Company

Cycling through the universe — new entries land as the LLM finishes its reading.