Already maxing boring stuff. Where would you park 200/month for 5yr upside without full casino risk?

37M, UK based but trading US equities. For the last 2 months I’ve been auto investing 500/month into VWRP via ISA and 500/month into a Vanguard pension. That part is locked in and not changing. This post is not about that. I want to allocate an additional 200/month into individual stocks for asymmetric upside over \~1/5 years. Not looking for 0DTE or meme lotto tickets, but also not looking for index hugging returns. Goal is to concentrate capital into a small number of quality names where the upside comes from earnings growth or structural tailwinds, not pure multiple expansion hype. Constraints: • Monthly buys, not a lump sum • 5 year horizon • Will tolerate drawdowns, but not full capital wipe risk • No leverage, no options for now Question: What sectors or specific tickers would you actually research today for this bucket, assuming you already have broad market exposure elsewhere? Looking for reasoning, not ticker spam.