Software Consumer Discretionary

LYMI

Market Cap: US$886.1m

LYMI, Inc., doing business as Reformation, manufactures and sells sustainable women's clothing and accessories.

Beazer Homes USA

Market Cap: US$858.7m

Operates as a homebuilder in the United States.

Smith Douglas Homes

Market Cap: US$763.8m

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

Hovnanian Enterprises

Market Cap: US$750.5m

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

Tron

Market Cap: US$692.6m

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

Latham Group

Market Cap: US$659.9m

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

Helen of Troy

Market Cap: US$655.7m

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

Smith & Wesson Brands

Market Cap: US$648.5m

Engages in the design, manufacture, and sale of firearms worldwide.

Legacy Housing

Market Cap: US$628.5m

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

Movado Group

Market Cap: US$608.4m

Designs, sources, markets, and distributes watches worldwide.

MasterCraft Boat Holdings

Market Cap: US$607.0m

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

Sturm Ruger

Market Cap: US$602.7m

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

Ethan Allen Interiors

Market Cap: US$600.3m

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

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.

Oxford Industries

Market Cap: US$581.0m

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

Malibu Boats

Market Cap: US$566.6m

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

XMax

Market Cap: US$529.8m

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£376.0m

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

Johnson Outdoors

Market Cap: US$488.6m

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

Mestek

Market Cap: US$482.9m

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

Flexsteel Industries

Market Cap: US$403.5m

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

Rocky Brands

Market Cap: US$367.7m

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

Funko

Market Cap: US$346.8m

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$313.4m

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

JAKKS Pacific

Market Cap: US$303.4m

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$274.6m

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

Henry Boot

Market Cap: UK£204.1m

Engages in the home building business in the United Kingdom.

Stelrad Group

Market Cap: UK£196.1m

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

Fossil Group

Market Cap: US$260.0m

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

Lovesac

Market Cap: US$242.4m

Designs, manufactures, and sells furniture.

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.

MJ Gleeson

Market Cap: UK£159.5m

Engages in house building, and land promotion and sale businesses in the United Kingdom.

Crest Nicholson Holdings

Market Cap: UK£158.4m

Engages in building residential homes in the United Kingdom.

Superior Group of Companies

Market Cap: US$202.3m

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

D-BOX Technologies

Market Cap: CA$277.7m

Designs, manufactures, and commercializes haptic motion systems intended for theatrical entertainment, sim racing and simulation, and training customers in North and South America, Europe, Africa, Asia, and Oceania.

Lifetime Brands

Market Cap: US$191.5m

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.