Tech Consumer Discretionary

Bellway

Market Cap: UK£3.1b

Engages in the homebuilding business in the United Kingdom.

Brunswick

Market Cap: US$3.9b

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

KB Home

Market Cap: US$3.8b

Operates as a homebuilding company in the United States.

Champion Homes

Market Cap: US$3.7b

Produces and sells factory-built housing in the United States and Canada.

PVH

Market Cap: US$3.7b

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

BRP

Market Cap: CA$5.0b

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

Kontoor Brands

Market Cap: US$3.5b

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

Cavco Industries

Market Cap: US$3.3b

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

Columbia Sportswear

Market Cap: US$3.3b

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.

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.

YETI Holdings

Market Cap: US$3.0b

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

Breville Group

Market Cap: AU$4.6b

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.

Under Armour

Market Cap: US$3.0b

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

Green Brick Partners

Market Cap: US$2.9b

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.

Polaris

Market Cap: US$2.8b

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

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.

Newell Brands

Market Cap: US$2.6b

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

Peloton Interactive

Market Cap: US$2.6b

Operates integrated fitness platform in North America and internationally.

Dream Finders Homes

Market Cap: US$2.6b

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

Ermenegildo Zegna

Market Cap: US$2.3b

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

Capri Holdings

Market Cap: US$2.3b

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£1.5b

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

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.

Wolverine World Wide

Market Cap: US$1.9b

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.

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.

Century Communities

Market Cap: US$1.8b

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

Topgolf Callaway Brands

Market Cap: US$1.8b

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

Hanesbrands

Market Cap: US$1.6b

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.

Cairn Homes

Market Cap: UK£1.2b

Operates as homebuilder in Ireland.

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.

Canada Goose Holdings

Market Cap: CA$1.9b

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

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.

LGI Homes

Market Cap: US$1.4b

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

Sonos

Market Cap: US$1.4b

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

Carter's

Market Cap: US$1.2b

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.