Tech Consumer Discretionary

Crocs

Market Cap: US$5.0b

Designs, develops, manufactures, markets, distributes, and sells casual lifestyle footwear and accessories for men, women, and kids under the Crocs and HEYDUDE Brands in the United States and internationally.

Whirlpool

Market Cap: US$5.0b

Manufactures and markets home appliances and related products and services in the North America, Latin America, and internationally.

Cavco Industries

Market Cap: US$4.6b

Designs, produces, and retails factory-built homes primarily in the United States.

Bellway

Market Cap: UK£3.3b

Engages in the homebuilding business in the United Kingdom.

KB Home

Market Cap: US$4.2b

KB Home is one of the largest and most trusted homebuilders in the United States.

Tri Pointe Homes

Market Cap: US$3.9b

Engages in the design, construction, and sale of single-family attached and detached homes in the United States.

M/I Homes

Market Cap: US$3.9b

Engages in the construction and sale of single-family residential homes in Ohio, Indiana, Illinois, Minnesota, Michigan, Florida, Texas, North Carolina, and Tennessee.

Kontoor Brands

Market Cap: US$3.8b

A lifestyle apparel company, designs, produces, procures, markets, distributes, and licenses denim, apparel, footwear, and accessories, primarily under the Wrangler and Lee brands.

YETI Holdings

Market Cap: US$3.7b

Designs, retails, and distributes outdoor products under the YETI brand name.

Polaris

Market Cap: US$3.7b

Designs, engineers, manufactures, and markets powersports vehicles in the United States, Canada, and internationally.

Green Brick Partners

Market Cap: US$3.5b

Green Brick Partners, Inc (NYSE: GRBK), the third largest homebuilder in Dallas-Fort Worth, is a diversified homebuilding and land development company that operates in Texas, Georgia, and Florida.

Columbia Sportswear

Market Cap: US$3.4b

Designs, develops, markets, and distributes outdoor, active, and lifestyle products in the United States, Latin America, the Asia Pacific, Europe, the Middle East, Africa, and Canada.

Breville Group

Market Cap: AU$4.7b

Designs, develops, markets, and distributes small electrical kitchen appliances in the consumer products industry in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

PVH

Market Cap: US$3.1b

Operates as an apparel company in the United States and internationally.

Vistry Group

Market Cap: UK£2.3b

Provides housing solutions in the United Kingdom.

Under Armour

Market Cap: US$3.0b

Engages developing, marketing, and distributing performance apparel, footwear, and accessories for men, women, and youth.

Steven Madden

Market Cap: US$2.8b

Designs, sources, and markets fashion-forward branded and private label footwear, accessories, and apparel in the United States and internationally.

Ermenegildo Zegna

Market Cap: US$2.8b

Designs, manufactures, markets, and distributes luxury menswear and womenwear, children’s clothing, footwear, leather goods, and other accessories worldwide.

Capri Holdings

Market Cap: US$2.4b

Engages in the design, marketing, distribution, and retail of branded women’s and men’s apparel, footwear, and accessories in the United States, Canada, Latin America, Europe, the Middle East, Africa, Asia, and the Oceania.

Callaway Golf

Market Cap: US$2.3b

Designs, manufactures, and sells golf equipment, golf and lifestyle apparel, and other accessories in the United States, Europe, Asia, and Internationally.

Coats Group

Market Cap: UK£1.7b

Engages in thread manufacturing, structural components for apparel and footwear, and performance materials worldwide.

Century Communities

Market Cap: US$2.2b

Engages in the design, development, construction, marketing, and sale of single-family attached and detached homes.

Newell Brands

Market Cap: US$2.0b

Engages in the design, manufacture, sourcing, and distribution of consumer and commercial products worldwide.

Dream Finders Homes

Market Cap: US$2.0b

Through its subsidiary, Dream Finders Homes LLC, engages in the homebuilding business in the United States.

Sonos

Market Cap: US$1.9b

Designs, develops, manufactures, and sells audio products and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Peloton Interactive

Market Cap: US$1.8b

Provides fitness and wellness products and services in North America and internationally.

FIGS

Market Cap: US$1.7b

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

Cairn Homes

Market Cap: UK£1.2b

Operates as homebuilder in Ireland.

Leggett & Platt

Market Cap: US$1.6b

Designs, manufactures, and sells engineered components and products in the United States, Europe, China, Canada, Mexico, and internationally.

La-Z-Boy

Market Cap: US$1.6b

Manufactures, markets, imports, exports, distributes, and retails upholstery furniture products in the United States, Canada, and internationally.

Carter's

Market Cap: US$1.5b

Designs, sources, and markets branded childrenswear and related products under the Carter's, OshKosh, Skip Hop, Child of Mine, Just One You, Simple Joys, Little Planet, and other brands in the United States and internationally.

Wolverine World Wide

Market Cap: US$1.4b

Designs, manufactures, sources, markets, licenses, and distributes footwear, apparel, and accessories in the United States, Europe, the Middle East, Africa, the Asia Pacific, Canada and Latin America.

Spin Master

Market Cap: CA$2.0b

A children’s entertainment company, engages in the creation, design, manufacture, licensing, and marketing of various toys, entertainment products, and digital games in North America, Europe, and internationally.

LGI Homes

Market Cap: US$1.4b

Engages in the design, construction, and sale of homes in the United States.

G-III Apparel Group

Market Cap: US$1.3b

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

Canada Goose Holdings

Market Cap: CA$1.6b

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