Index of the Week.

Twenty defence and aerospace names with no exposure to cluster munitions, nuclear delivery systems or anti-personnel mines, weighted by 3-year backlog growth.

The 25-year dividend-growth list with tobacco names dropped and the savings redistributed by FCF coverage, not yield.

Twenty-five picks-and-shovels names behind the AI buildout, with Nvidia, Microsoft, Alphabet, Amazon, Meta, Apple and Tesla deliberately excluded.

Thirty European-listed global category leaders, sales-weighted, with a hard cap on bank exposure.

Twenty-five FTSE 100 names with FCF yield above 7% and buyback yield above 3%, weighted by combined shareholder yield.

Fifteen names with disclosed government AI contracts in the US, UK, France, Germany, Japan, India and the Gulf, weighted by contract value.

Twenty names across uranium miners, fuel cycle, reactor builders, SMR developers and utilities running existing fleets, weighted by enrichment capacity exposure.

Twenty-five FTSE 250 names with ROIC above 15%, leverage below 1.5x and 5-year revenue growth above 7%, capped at 6% per name.

Thirty global healthcare names with under 10% China revenue exposure and no Chinese supply chain dependence above 20% of API sourcing.