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I’m an enormous believer in diversifying an ISA portfolio throughout several types of firms. Listed below are two shares — one US tech big and a medium-sized UK drinks agency — that I feel are price contemplating proper now.
Limitless digital labour
Salesforce (NYSE: CRM) is a worldwide chief in cloud-based buyer relationship administration (CRM) software program. Whereas the agency is already a $262bn big, it’s the expansion alternative in agentic synthetic intelligence (AI) that’s actually thrilling right here.
AI brokers are techniques that don’t simply reply to person instructions, however can autonomously plan and full duties to attain particular targets. In different phrases, a type of digital labour, constructed to automate duties like buyer assist, gross sales follow-ups, and advertising and marketing.
CEO Marc Benioff says AI brokers are “very totally different than something that’s ever occurred.” And the corporate’s Agentforce platform, launched in 2024, already has greater than 4,000 paid clients and $100m in annual recurring income.
By the top of 2025, Salesforce goals to deploy 1bn AI brokers to its shoppers. What I like right here is that it already has an enormous buyer base to work with (Salesforce led all CRM distributors with a 20.7% market share in 2024). Agentforce clients embrace SharkNinja, Certainly, and PepsiCo.
Moreover, the agency generated free money stream of $6.3bn from income of $9.8bn in its fiscal Q1 2026. Due to this fact, it’s very worthwhile and has the wherewithal to essentially make investments on this huge market alternative.
The share worth is down 18% 12 months so far, which could replicate the truth that many companies have paused investments as a consequence of ongoing uncertainty round world commerce. So there’s a threat of a pointy financial downturn later this 12 months.
Taking an extended view, nevertheless, I’m bullish on the AI market alternative. The inventory has a ahead price-to-earnings (P/E) ratio of 24, which isn’t costly for a world-class software program agency.
Massive US market alternative
Turning to premium mixer agency Fevertree Drinks (LSE: FEVR) now, which is way smaller with a £1.1bn market cap. The share worth is up 32% in 2025, however nonetheless down 53% over 5 years.
The explanation for the decline pertains to 2022, when income and margins began falling dramatically because the agency battled surging glass and transatlantic transport prices. Nonetheless, there was a 540 foundation level enchancment in gross margins final 12 months.
The enterprise is extra resilient than ever, with a transparent pathway to continued margin enchancment within the years forward.
CEO Tim Warrillow.
Fevertree has signed an essential strategic partnership with Molson Coors, the second-largest US brewer. This can permit it to profit from Molson Coors’ US manufacturing experience and intensive community of distributors and clients throughout each on and off-trade.
The US is already Fevertree’s largest market, the place it leads the premium mixer class in each ginger beer and tonic water.
One near-term threat right here although is one other spike in inflation and a potential recession, which may additional dampen shopper spending.
In line with Hargreaves Lansdown, the inventory’s ahead P/E ratio is 35.8 versus a 10-year common of 44.2. So, whereas that definitely isn’t low cost, there’s at the very least a reduction right here.
By the Molson Coors partnership, Fevertree is about to realize additional share within the huge US market over the subsequent few years. I feel the inventory is price contemplating at 888p.
