Semiconductors Consumer Discretionary

Bellway

Market Cap: UK£3.2b

Engages in the homebuilding business in the United Kingdom.

Acushnet Holdings

Market Cap: US$4.1b

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

Champion Homes

Market Cap: US$4.0b

Engages in the production and sale of factory-built housing in North America.

Kontoor Brands

Market Cap: US$3.9b

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

KB Home

Market Cap: US$3.8b

Operates as a homebuilding company in the United States.

Cavco Industries

Market Cap: US$3.7b

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

Columbia Sportswear

Market Cap: US$3.6b

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.

Brunswick

Market Cap: US$3.4b

Designs, manufactures, and markets recreation products in the United States, Europe, the Asia-Pacific, Canada, and internationally.

Peloton Interactive

Market Cap: US$3.0b

Operates integrated fitness platform in North America and internationally.

M/I Homes

Market Cap: US$2.9b

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

Under Armour

Market Cap: US$2.9b

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

Tri Pointe Homes

Market Cap: US$2.8b

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

Vistry Group

Market Cap: UK£2.0b

Provides housing solutions in the United Kingdom.

Breville Group

Market Cap: AU$4.2b

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.

BRP

Market Cap: CA$3.7b

Designs, develops, manufactures, and sells powersports vehicles and marine products in the Mexico, Canada, Austria, the United States, Finland, Australia, and Germany.

Green Brick Partners

Market Cap: US$2.7b

Operates as a homebuilding and land development company in the Southeast and Central United States.

YETI Holdings

Market Cap: US$2.5b

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

Newell Brands

Market Cap: US$2.3b

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

Polaris

Market Cap: US$2.2b

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

Ermenegildo Zegna

Market Cap: US$2.1b

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

Capri Holdings

Market Cap: US$2.1b

Designs, markets, distributes, and retails 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.

Dream Finders Homes

Market Cap: US$2.0b

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

Spin Master

Market Cap: CA$2.6b

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.

Steven Madden

Market Cap: US$1.8b

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

Hanesbrands

Market Cap: US$1.8b

Designs, manufactures, sources, and sells a range of range of innerwear apparel for men, women, and children in the Americas, Europe, the Asia pacific, and internationally.

La-Z-Boy

Market Cap: US$1.8b

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

Century Communities

Market Cap: US$1.7b

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

Coats Group

Market Cap: UK£1.2b

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

Cairn Homes

Market Cap: UK£1.2b

Operates as homebuilder in Ireland.

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.

Cricut

Market Cap: US$1.3b

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.

LGI Homes

Market Cap: US$1.3b

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

Sonos

Market Cap: US$1.2b

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

G-III Apparel Group

Market Cap: US$1.2b

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

Leggett & Platt

Market Cap: US$1.2b

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

Canada Goose Holdings

Market Cap: CA$1.7b

Designs, manufactures, and sells performance luxury outerwear, apparel, footwear, and accessories for men, women, youth, children, and babies in Canada, the United States, North America, Greater China, rest of the Asia Pacific, Europe, the Middle East, and Africa.