Semiconductors Consumer Discretionary

Canada Goose Holdings

Market Cap: CA$1.5b

Designs, manufactures, and sells performance luxury outerwear, apparel, footwear, and accessories for men, women, youth, children, and babies.

Dr. Martens

Market Cap: UK£719.6m

Engages in the design, development, procurement, marketing, sale, and distribution of footwear.

G-III Apparel Group

Market Cap: US$951.0m

Designs, sources, distributes, and markets women’s and men’s apparel in the United States and internationally.

Smith Douglas Homes

Market Cap: US$939.1m

Designs, constructs, and sale of single-family homes in the southeastern United States.

FIGS

Market Cap: US$853.4m

Together with its subsidiary, FIGS Canada, Inc., operates as a direct-to-consumer healthcare apparel and lifestyle company in the United States and internationally.

Ethan Allen Interiors

Market Cap: US$696.8m

Operates as an interior design company, and manufacturer and retailer of home furnishings in the United States and internationally.

Latham Group

Market Cap: US$686.6m

Designs, manufactures, and markets in-ground residential swimming pools in North America, Australia, and New Zealand.

Beazer Homes USA

Market Cap: US$640.7m

Operates as a homebuilder in the United States.

Crest Nicholson Holdings

Market Cap: UK£471.9m

Engages in building residential homes in the United Kingdom.

Sturm Ruger

Market Cap: US$616.0m

Designs, manufactures, and sells firearms under the Ruger name and trademark in the United States.

Malibu Boats

Market Cap: US$615.6m

Designs, engineers, manufactures, markets, and sells a range of recreational powerboats.

Oxford Industries

Market Cap: US$615.5m

An apparel company, designs, sources, markets, and distributes lifestyle products worldwide.

Helen of Troy

Market Cap: US$613.6m

Provides various consumer products in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

EvoAir Holdings

Market Cap: US$590.8m

Engages in the research, development, manufacturing, marketing, and sale of heating, ventilation, and air conditioning (HVAC) products and related services in Asia.

Hovnanian Enterprises

Market Cap: US$545.6m

Through its subsidiaries, designs, constructs, markets, and sells residential homes in the United States.

Legacy Housing

Market Cap: US$530.1m

Engages in the building, sale, and financing of manufactured homes and tiny houses primarily in the southern United States.

Landsea Homes

Market Cap: US$411.1m

Landsea Homes Corporation (Nasdaq: LSEA) is a publicly traded residential homebuilder based in Dallas, Texas that designs and builds best-in-class homes and sustainable master-planned communities in some of the nation's most desirable markets.

Henry Boot

Market Cap: UK£296.9m

Engages in the property investment and development, land promotion, and construction activities in the United Kingdom.

Smith & Wesson Brands

Market Cap: US$386.6m

Designs, manufactures, and sells firearms worldwide.

Dogness (International)

Market Cap: US$374.9m

Through its subsidiaries, designs, manufactures, and sells fashionable products for dogs and cats worldwide.

Movado Group

Market Cap: US$334.9m

Designs, sources, markets, and distributes watches worldwide.

Mestek

Market Cap: US$316.9m

Manufactures and sells heating, ventilating, and air conditioning products and equipment; and metal forming equipment in the United States and internationally.

MJ Gleeson

Market Cap: UK£223.8m

Engages in house building, and land promotion and sale businesses in the United Kingdom.

MasterCraft Boat Holdings

Market Cap: US$298.7m

Through its subsidiaries, designs, manufactures, and markets recreational powerboats.

Johnson Outdoors

Market Cap: US$297.8m

Designs, manufactures, and markets seasonal and outdoor recreation products for fishing worldwide.

Marine Products

Market Cap: US$285.2m

Designs, manufactures, and sells recreational fiberglass powerboats for the sport boat and sport fishing boat markets in the United States.

Funko

Market Cap: US$265.9m

A pop culture consumer products company, designs, manufactures, and markets licensed pop culture products in the United States, Europe, and internationally.

Lovesac

Market Cap: US$263.5m

Designs, manufactures, and sells furniture.

Stelrad Group

Market Cap: UK£191.0m

Manufactures and distributes radiators in the United Kingdom, Ireland, Europe, Turkey, and internationally.

Traeger

Market Cap: US$244.2m

Designs, sources, sells, and supports wood pellet fueled barbecue grills and pellet fueled barbecue grills for retailers, distributors, and direct to consumers in the United States and internationally.

Lanvin Group Holdings

Market Cap: US$240.5m

Operates as a couture house in Europe, the Middle East, Africa, North America, Greater China, and other Asian countries.

AVJennings

Market Cap: AU$365.3m

Engages in the development of residential properties in Australia and New Zealand.

Hamilton Beach Brands Holding

Market Cap: US$230.2m

Designs, markets, and distributes small electric household and specialty housewares appliances in the United States and internationally.

JAKKS Pacific

Market Cap: US$226.9m

Designs, produces, markets, sells, and distributes toys and related products, consumer products, kids indoor and outdoor furniture, costumes, and sporting goods and home furnishings space products worldwide.

SRM Entertainment

Market Cap: US$196.9m

Designs, manufactures, and sells toys and souvenirs to theme parks and entertainment venues in the United States, China, Japan, and Europe.

United Homes Group

Market Cap: US$194.0m

A publicly traded residential builder headquartered near Columbia, SC.