Semiconductors Consumer Discretionary

NIKE

Market Cap: US$111.3b

Designs, develops, markets, and sells athletic and casual footwear, apparel, equipment, accessories, and services for men, women, and kids in North America, Europe, the Middle East, Africa, Greater China, the Asia Pacific, and Latin America.

D.R. Horton

Market Cap: US$45.9b

Operates as a homebuilding company in East, North, Southeast, South Central, Southwest, and Northwest regions in the United States.

Garmin

Market Cap: US$43.8b

Designs, develops, manufactures, markets, and distributes a range of wireless devices worldwide.

Lennar

Market Cap: US$30.5b

Operates as a homebuilder primarily under the Lennar brand in the United States.

lululemon athletica

Market Cap: US$26.8b

Designs, distributes, and retails technical athletic apparel, footwear, and accessories for women and men under the lululemon brand in the United States, Canada, Mexico, China Mainland, Hong Kong, Taiwan, Macau, and internationally.

PulteGroup

Market Cap: US$24.3b

Through its subsidiaries, engages in the homebuilding business in the United States.

NVR

Market Cap: US$23.5b

Operates as a homebuilder in the United States.

Tapestry

Market Cap: US$22.1b

Provides luxury accessories and branded lifestyle products in North America, Greater China, rest of Asia, and internationally.

Amer Sports

Market Cap: US$20.7b

Designs, manufactures, markets, distributes, and sells sports equipment, apparel, footwear, and accessories in Europe, the Middle East, Africa, the Americas, Mainland China, Hong Kong, Macau, Taiwan, and the Asia Pacific.

Ralph Lauren

Market Cap: US$17.5b

Designs, markets, and distributes lifestyle products in North America, Europe, Asia, and internationally.

SharkNinja

Market Cap: US$16.5b

A product design and technology company, engages in the provision of various solutions for consumers in the United States, China, and internationally.

On Holding

Market Cap: US$16.3b

Engages in the development and distribution of sports products worldwide.

Deckers Outdoor

Market Cap: US$15.8b

Designs, markets, and distributes footwear, apparel, and accessories for casual lifestyle use and high-performance activities in the United States and internationally.

Somnigroup International

Market Cap: US$15.6b

Designs, manufactures, distributes, and retails bedding products in the United States and internationally.

Toll Brothers

Market Cap: US$12.4b

Designs, builds, markets, sells, and arranges finance for a range of detached and attached homes in luxury residential communities in the United States.

Hasbro

Market Cap: US$10.9b

Operates as a toy and game company in the United States, Europe, Canada, Mexico, Latin America, Australia, China, and Hong Kong.

TopBuild

Market Cap: US$10.7b

Engages in the installation and distribution of insulation and other building material products to the construction industry.

Skechers U.S.A

Market Cap: US$9.5b

Designs, develops, and markets footwear, apparel, and accessories worldwide.

Birkenstock Holding

Market Cap: US$9.1b

Engages in the manufacture and sale of footwear products.

Levi Strauss

Market Cap: US$8.3b

Designs, markets, and sells apparels and related accessories for men, women, and children in the United States and internationally.

Gildan Activewear

Market Cap: CA$10.7b

Manufactures and sells various apparel products.

Barratt Redrow

Market Cap: UK£5.4b

Engages in the housebuilding business in the United Kingdom.

Mohawk Industries

Market Cap: US$7.2b

Designs, manufactures, sources, distributes, and markets flooring products for residential and commercial remodeling, and new construction channels in the United States, Europe, Latin America, and internationally.

Games Workshop Group

Market Cap: UK£5.2b

Engages in the design, manufacture, distribution, and sale of fantasy miniature figures and games in the United Kingdom, Continental Europe, North America, Australia, New Zealand, Asia, and internationally.

Taylor Morrison Home

Market Cap: US$6.7b

Operates as a land developer and homebuilder in the United States.

Burberry Group

Market Cap: UK£4.8b

Engages in manufacturing, retail, and wholesale of luxury goods under the Burberry brand in the Asia Pacific, Europe, the Middle East, India, Africa, and the Americas.

Mattel

Market Cap: US$6.4b

A toy and family entertainment company, designs, manufactures, and markets toys and consumer products in North America, Latin America, Europe, the Middle East, Africa, and the Asia Pacific.

Crocs

Market Cap: US$6.0b

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

Installed Building Products

Market Cap: US$5.5b

Engages in the installation of insulation for residential and commercial builders in the United States.

Meritage Homes

Market Cap: US$5.4b

Designs and builds single-family attached and detached homes in the United States.

Whirlpool

Market Cap: US$5.4b

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

Taylor Wimpey

Market Cap: UK£3.9b

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

Persimmon

Market Cap: UK£3.8b

Operates as a house builder in the United Kingdom.

V.F

Market Cap: US$5.1b

Offers branded apparel, footwear, and accessories for men, women, and children in the Americas, Europe, and the Asia-Pacific.

Acushnet Holdings

Market Cap: US$4.8b

Designs, develops, manufactures, and distributes golf products in the United States, Europe, the Middle East, Africa, Japan, Korea, and internationally.

Berkeley Group Holdings

Market Cap: UK£3.5b

Engages in the residential-led and mixed-use property development and ancillary activities in the United Kingdom.