Curated by theme, weighted by you.
Thematic stock collections grouped by idea — sectors, megatrends, screens. A research-led starting point for your own picks. The conviction is ours; the portfolio is yours.
What's a playlist?
Research, ready to mix.
Where strategies are actively-managed portfolios you follow position-for-position, playlists are short, opinionated lists of companies grouped around a single idea. Drop them into your tracker, weight them as you like, and let them seed your own thinking.
- AI infrastructure
- Energy transition
- Income & dividends
- UK value
- Defensive growth
- Consumer resilience
How they're built
Three steps from idea to list.
Every playlist starts with the same patient, research-led process. No ETFs in disguise, no broad-market screens dressed up as ideas.
- 01
Theme
A trend, sector, or screen worth a focused list — chosen because it's where conviction is forming, not because it's trending.
- 02
Research
Bottom-up review of every candidate. Companies make the list because the fundamentals stand up — not because they fit the label.
- 03
Curate & refresh
A short, opinionated set of names — typically a dozen or so. Refreshed as our research evolves; additions and removals are flagged as they happen.
How you'll use them
Pick the names. Pick the weights. Track everything.
Playlists are tools, not portfolios. The companies are vetted; the allocation is yours.
Drop into your tracker
Every name, ready to follow alongside your existing positions.
Weight as you like
No fixed allocations — express your conviction with your own sizing.
Mix multiple themes
Build a portfolio that combines two or three playlists — energy transition + defensive growth, say.
Use as a watchlist
Or just watch the names and let prices come to you.
See the research behind every name
Each company links through to the underlying analysis — why it earned its place.
Track changes as they happen
Additions, removals, and notable updates are flagged so you're not the last to know.
The catalogue
Browse by theme.
Build your own list.
Each playlist is a starting point — not a recommendation. Pick the themes that fit your view and compose from there.
Playlist25 securitiesDividend Payers
High-yielding UK and international companies with strong balance sheets, selected for dividend sustainability and growth.
Explore
Playlist10 securitiesChina's Tech Champions
China's most important technology businesses playing key roles in growing global markets including EVs, AI, healthcare and renewable energy.
Explore
Playlist9 securitiesAI Picks & Shovels
The essential enablers of the AI era — chipmakers, memory producers, equipment suppliers and infrastructure companies powering the revolution.
Explore
Playlist33 securitiesUK Recovery
Companies from across the UK equity market positioned to benefit from economic recovery and the market's significant valuation discount.
Explore
Playlist7 securitiesRenewable Energy
Leading players in the rapidly growing renewable energy sector, spanning solar, wind and battery storage technologies.
Explore
Playlist10 securitiesPrecision Medicine
Explore“Some investors want a strategy to follow. Others want a starting point. Playlists are for the second group — research without the managed account.”See pricing