Software Consumer Discretionary

Dr. Martens

Market Cap: UK£709.5m

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

Cricut

Market Cap: US$942.4m

Engages in the design, marketing, and distribution of a creativity platform that enables users to turn ideas into professional-looking handmade goods in the United States, Canada, the United Kingdom, Ireland, Australia, New Zealand, Western Europe, the Middle East, Latin America, South Africa, and Asia.

Tron

Market Cap: US$834.9m

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

Hovnanian Enterprises

Market Cap: US$730.4m

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

Beazer Homes USA

Market Cap: US$723.3m

Operates as a homebuilder in the United States.

Helen of Troy

Market Cap: US$694.5m

Operates as a consumer products company in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Smith Douglas Homes

Market Cap: US$686.6m

Smith Douglas Homes Corp. is headquartered in Woodstock, Georgia, Smith Douglas Homes completed its initial public offering in January 2024.

Latham Group

Market Cap: US$657.5m

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

Smith & Wesson Brands

Market Cap: US$656.7m

Designs, manufactures, and sells firearms worldwide.

Sturm Ruger

Market Cap: US$629.3m

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

Movado Group

Market Cap: US$623.0m

Designs, sources, markets, and distributes watches worldwide.

Legacy Housing

Market Cap: US$594.5m

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

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.

MasterCraft Boat Holdings

Market Cap: US$562.4m

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

Oxford Industries

Market Cap: US$556.0m

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

Malibu Boats

Market Cap: US$555.0m

Designs, engineers, manufactures, markets, and sells various recreational powerboats.

Ethan Allen Interiors

Market Cap: US$549.1m

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

Mestek

Market Cap: US$547.1m

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

XMax

Market Cap: US$515.2m

Through its subsidiaries, designs, manufactures, markets, and sells residential and commercial furniture for middle and upper middle-income consumers North America, Hong Kong, and internationally.

Beauty Tech Group

Market Cap: UK£378.1m

Provides at-home beauty devices in the United States, Canada, the United Kingdom, Ireland, Europe, Asia, and internationally.

Johnson Outdoors

Market Cap: US$482.9m

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

Flexsteel Industries

Market Cap: US$337.8m

Manufactures, distributes, imports, and markets residential furniture products in the United States.

Henry Boot

Market Cap: UK£225.5m

Engages in the home building business in the United Kingdom.

Rocky Brands

Market Cap: US$302.4m

Designs, manufactures, and markets footwear and apparel in the United States, Canada, the United Kingdom, and internationally.

Funko

Market Cap: US$300.9m

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

Hamilton Beach Brands Holding

Market Cap: US$275.1m

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

Stelrad Group

Market Cap: UK£194.8m

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

Fossil Group

Market Cap: US$259.5m

Designs, develops, markets, and distributes consumer fashion accessories in the United States, Europe, Asia, and internationally.

JAKKS Pacific

Market Cap: US$257.5m

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

Escalade

Market Cap: US$257.2m

Manufactures, distributes, imports, and sells sporting goods in North America, Europe, and internationally.

Crest Nicholson Holdings

Market Cap: UK£180.2m

Engages in building residential homes in the United Kingdom.

Lovesac

Market Cap: US$239.3m

Designs, manufactures, and sells furniture.

Superior Group of Companies

Market Cap: US$217.0m

Produces, manufactures, and sells promotional products and branded uniforms, and healthcare apparel and accessories in the United States and internationally.

MaxsMaking

Market Cap: US$216.1m

Through its subsidiaries, manufactures and sells customized consumer goods in Mainland China, rest of Asia, North America, Europe, the Oceania, South America, and Africa.

Lifetime Brands

Market Cap: US$203.2m

Designs, sources, and sells branded kitchenware, tableware, and other home solution products for use in the home, and market in the United States and internationally.

Traeger

Market Cap: US$195.0m

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