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].
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. 1,210 companies · 375 deep dives · 835 first-pass · 2026-09-01
Company
10
SKL SKILLCAST GROUP PLC
Mcap £39m
Upside +44.4%
Conv 4/5
AI ben. 48
Earn vs exp 55
Score 640/1000
18
SFT SOFTWARE CIRCLE PLC
Mcap £60m
Upside +50.5%
Conv 3/5
AI ben. 45
Earn vs exp 65
Score 610/1000
22
KNOS KAINOS GROUP PLC
Mcap £1.4bn
Upside -11.8%
Conv 4/5
AI ben. 60
Earn vs exp 65
Score 600/1000
28
HWG HARWORTH GROUP PLC
Mcap £575m
Upside +25.6%
Conv 3/5
AI ben. 58
Earn vs exp 55
Score 570/1000
40
IGP INTERCEDE GROUP PLC
Mcap £67m
Upside +38.1%
Conv 3/5
AI ben. 55
Earn vs exp 45
Score 540/1000
41
MTCH MATCH GROUP, INC.
Mcap $9.7bn
Upside +3.6%
Conv 4/5
AI ben. 28
Earn vs exp 62
Score 540/1000
51
CHG CHEMRING GROUP PLC
Mcap £1.5bn
Upside +4.5%
Conv 3/5
AI ben. 45
Earn vs exp 55
Score 500/1000
124
WVIA Winvia Entertainment PLC
Mcap £252m
Upside —
Conv —
AI ben. 35
Earn vs exp —
Score 440/1000
131
SMIN SMITHS GROUP PLC
Mcap £7.6bn
Upside -6.0%
Conv 3/5
AI ben. 30
Earn vs exp 65
Score 430/1000
152
MOON MOONPIG GROUP PLC
Mcap £860m
Upside +5.2%
Conv 4/5
AI ben. 28
Earn vs exp 65
Score 425/1000
192
ROSE Rosebank Industries PLC
Mcap £3.5bn
Upside —
Conv —
AI ben. 25
Earn vs exp —
Score 420/1000
195
SVML Sovereign Metals Limited
Mcap £187m
Upside —
Conv —
AI ben. 42
Earn vs exp —
Score 420/1000
272
CRDA Croda International PLC
Mcap £4.8bn
Upside —
Conv —
AI ben. 30
Earn vs exp —
Score 390/1000
284
SLP Sylvania Platinum Limited
Mcap £246m
Upside —
Conv —
AI ben. 15
Earn vs exp —
Score 390/1000
286
TAVI Tavistock Investments PLC
Mcap £13m
Upside —
Conv —
AI ben. 42
Earn vs exp —
Score 390/1000
314
SPX SPIRAX GROUP PLC
Mcap £5.2bn
Upside -11.5%
Conv 4/5
AI ben. 45
Earn vs exp 45
Score 380/1000
321
CMX Catalyst Media Group PLC
Mcap £8.94m
Upside —
Conv —
AI ben. 25
Earn vs exp —
Score 380/1000
348
STAN Standard Chartered PLC
Mcap £47.9bn
Upside —
Conv —
AI ben. 25
Earn vs exp —
Score 380/1000
363
GAW Games Workshop Group PLC
Mcap £6.1bn
Upside —
Conv —
AI ben. 15
Earn vs exp —
Score 370/1000
387
S32 SOUTH32 LIMITED
Mcap £12.4bn
Upside -18.7%
Conv 3/5
AI ben. 30
Earn vs exp 60
Score 360/1000
401
GLV Glenveagh Properties PLC
Mcap £1.3bn
Upside —
Conv —
AI ben. 20
Earn vs exp —
Score 360/1000
428
YNGA Young & Co's Brewery PLC
Mcap £529m
Upside —
Conv —
AI ben. 30
Earn vs exp —
Score 360/1000
433
BMY Bloomsbury Publishing PLC
Mcap £520m
Upside —
Conv —
AI ben. 28
Earn vs exp —
Score 350/1000
502
HCM Hutchmed (China) Limited
Mcap £1.6bn
Upside —
Conv —
AI ben. 30
Earn vs exp —
Score 340/1000
512
MEX Tortilla Mexican Grill PLC
Mcap £27m
Upside —
Conv —
AI ben. 25
Earn vs exp —
Score 340/1000
514
MRK Marks Electrical Group PLC
Mcap £47m
Upside —
Conv —
AI ben. 20
Earn vs exp —
Score 340/1000
527
SDG Sanderson Design Group PLC
Mcap £56m
Upside —
Conv —
AI ben. 10
Earn vs exp —
Score 340/1000
540
TXP Touchstone Exploration Inc
Mcap £36m
Upside —
Conv —
AI ben. 20
Earn vs exp —
Score 340/1000
558
CINH Cindrigo Holdings Limited
Mcap £11m
Upside —
Conv —
AI ben. 20
Earn vs exp —
Score 330/1000
601
IGR IG DESIGN GROUP PLC
Mcap £89m
Upside +28.2%
Conv 3/5
AI ben. 5
Earn vs exp 55
Score 320/1000
613
SAG SCIENCE GROUP PLC
Mcap £234m
Upside +14.7%
Conv 4/5
AI ben. 20
Earn vs exp 65
Score 320/1000
614
SRAD STELRAD GROUP PLC
Mcap £191m
Upside +29.8%
Conv 4/5
AI ben. 5
Earn vs exp 62
Score 320/1000
660
SORT Sorted Group Holdings PLC
Mcap £69m
Upside —
Conv —
AI ben. 35
Earn vs exp —
Score 320/1000
667
TYT Toyota Motor Corporation
Mcap £36.9T
Upside —
Conv —
AI ben. 15
Earn vs exp —
Score 320/1000
679
BOWL Hollywood Bowl Group PLC
Mcap £466m
Upside —
Conv —
AI ben. 25
Earn vs exp —
Score 310/1000
707
XSG Xeros Technology Group PLC
Mcap £12m
Upside —
Conv —
AI ben. 20
Earn vs exp —
Score 310/1000
737
ORCH Orchard Funding Group PLC
Mcap £13m
Upside —
Conv —
AI ben. 20
Earn vs exp —
Score 300/1000
768
TIN CORNISH METALS PLC
Mcap £137m
Upside -3.5%
Conv 3/5
AI ben. 28
Earn vs exp 50
Score 290/1000
782
ROAD Roadside Real Estate PLC
Mcap £101m
Upside —
Conv —
AI ben. 15
Earn vs exp —
Score 290/1000
846
GSCU Great Southern Copper PLC
Mcap £21m
Upside —
Conv —
AI ben. 20
Earn vs exp —
Score 270/1000
901
QUBE Quantum Base Holdings PLC
Mcap £17m
Upside —
Conv —
AI ben. 12
Earn vs exp —
Score 260/1000
977
BHMU BH MACRO LIMITED
Mcap $1.4bn
Upside -92.6%
Conv 4/5
AI ben. 5
Earn vs exp 35
Score 230/1000
997
PHE Powerhouse Energy Group PLC
Mcap £11m
Upside —
Conv —
AI ben. 0
Earn vs exp —
Score 230/1000
1008
WTE Westmount Energy Limited
Mcap £4.68m
Upside —
Conv —
AI ben. 5
Earn vs exp —
Score 230/1000
1021
TND TANDEM GROUP PLC
Mcap £9.93m
Upside +2.7%
Conv 3/5
AI ben. 12
Earn vs exp 55
Score 220/1000
1035
HAMA Hamak Strategy Limited
Mcap £3.05m
Upside —
Conv —
AI ben. 15
Earn vs exp —
Score 220/1000
1062
BRS Beacon Rise Holdings PLC
Mcap £248m
Upside —
Conv —
AI ben. 15
Earn vs exp —
Score 200/1000
1066
GEO Geo Exploration Limited
Mcap £5.57m
Upside —
Conv —
AI ben. 10
Earn vs exp —
Score 200/1000
1068
IMC Imc Exploration Group PLC
Mcap £12m
Upside —
Conv —
AI ben. 10
Earn vs exp —
Score 200/1000
1116
BHMG BH MACRO LIMITED
Mcap £1.4bn
Upside +0.5%
Conv 4/5
AI ben. 5
Earn vs exp 45
Score 175/1000
1125
POW Power Metal Resources PLC
Mcap £14m
Upside —
Conv —
AI ben. 10
Earn vs exp —
Score 170/1000
1142
ASHI Ashington Innovation PLC
Mcap £54m
Upside —
Conv —
AI ben. 15
Earn vs exp —
Score 150/1000
1146
AVCT AVACTA GROUP PLC
Mcap £320m
Upside -4.6%
Conv 2/5
AI ben. 22
Earn vs exp 40
Score 140/1000
Cycling through the universe — new entries land as the LLM finishes its reading.