UK MACRO BRIEF2026-08-31

A quiet UK tape as Bank Holiday closes the corporate diary; the day's only signal is HMT policy — a Russia sanctions push and a £100m AI start-up fund [HMT].

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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. 1,210 companies · 375 deep dives · 835 first-pass · 2026-09-01

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