Software Consumer Discretionary

PVH

Market Cap: US$4.2b

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

Taylor Wimpey

Market Cap: UK£3.1b

Operates as a homebuilder company in the United Kingdom and Spain.

Cavco Industries

Market Cap: US$4.0b

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

Kontoor Brands

Market Cap: US$4.0b

A lifestyle apparel company, designs, manufactures, procures, sells, and licenses apparel, footwear, and accessories, primarily under the Wrangler, Lee, and Helly Hansen brands.

Tri Pointe Homes

Market Cap: US$4.0b

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

Whirlpool

Market Cap: US$3.7b

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

KB Home

Market Cap: US$3.3b

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

M/I Homes

Market Cap: US$3.2b

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

Polaris

Market Cap: US$3.2b

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

Ermenegildo Zegna

Market Cap: US$3.1b

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

Bellway

Market Cap: UK£2.3b

Engages in the homebuilding business in the United Kingdom.

Columbia Sportswear

Market Cap: US$3.1b

Engages in the design, development, marketing, and distribution of outdoor, active, and lifestyle products in the United States, Latin America, the Asia Pacific, Europe, the Middle East, Africa, and Canada.

Green Brick Partners

Market Cap: US$3.0b

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.

Breville Group

Market Cap: AU$4.1b

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.

YETI Holdings

Market Cap: US$2.8b

Designs, retails, and distributes outdoor products under the YETI brand name in the United States, Canada, Australia, New Zealand, Europe, and Japan.

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.

Callaway Golf

Market Cap: US$2.7b

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

Under Armour

Market Cap: US$2.6b

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

FIGS

Market Cap: US$2.4b

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

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.

Coats Group

Market Cap: UK£1.6b

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

Peloton Interactive

Market Cap: US$2.0b

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

Century Communities

Market Cap: US$1.8b

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

Newell Brands

Market Cap: US$1.7b

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

Cairn Homes

Market Cap: UK£1.2b

Operates as homebuilder in Ireland.

Sonos

Market Cap: US$1.6b

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

Vistry Group

Market Cap: UK£1.1b

Provides housing solutions in the United Kingdom.

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.

Leggett & Platt

Market Cap: US$1.4b

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

Spin Master

Market Cap: CA$1.9b

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.

La-Z-Boy

Market Cap: US$1.4b

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

Carter's

Market Cap: US$1.4b

Designs, sources, and markets branded childrenswear in the United States and internationally.

Dream Finders Homes

Market Cap: US$1.3b

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

G-III Apparel Group

Market Cap: US$1.3b

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

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.

LGI Homes

Market Cap: US$941.5m

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