Energy Consumer Discretionary

Canada Goose Holdings

Market Cap: CA$1.2b

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

Tron

Market Cap: US$768.5m

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

Hovnanian Enterprises

Market Cap: US$768.1m

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

Smith Douglas Homes

Market Cap: US$720.2m

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

Helen of Troy

Market Cap: US$698.8m

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

Legacy Housing

Market Cap: US$692.3m

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

Smith & Wesson Brands

Market Cap: US$641.4m

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

Sturm Ruger

Market Cap: US$600.8m

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

MasterCraft Boat Holdings

Market Cap: US$597.6m

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

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.

Malibu Boats

Market Cap: US$584.1m

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

Ethan Allen Interiors

Market Cap: US$582.7m

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

Movado Group

Market Cap: US$577.8m

Designs, sources, markets, and distributes watches worldwide.

XMax

Market Cap: US$565.4m

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.

Oxford Industries

Market Cap: US$542.1m

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

Beauty Tech Group

Market Cap: UK£382.3m

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

Johnson Outdoors

Market Cap: US$503.5m

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

Mestek

Market Cap: US$498.0m

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

Hamilton Beach Brands Holding

Market Cap: US$447.0m

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

Flexsteel Industries

Market Cap: US$398.2m

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

Rocky Brands

Market Cap: US$353.0m

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

Funko

Market Cap: US$335.4m

A pop culture consumer products company, designs, manufactures, and markets licensed pop culture products in the United States, Europe, and internationally.

Fossil Group

Market Cap: US$316.0m

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

JAKKS Pacific

Market Cap: US$294.1m

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$286.6m

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

Henry Boot

Market Cap: UK£209.5m

Engages in the home building business in the United Kingdom.

Stelrad Group

Market Cap: UK£197.4m

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

Lovesac

Market Cap: US$258.4m

Designs, manufactures, and sells furniture.

Crest Nicholson Holdings

Market Cap: UK£184.1m

Engages in building residential homes in the United Kingdom.

Lifetime Brands

Market Cap: US$220.0m

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.

MJ Gleeson

Market Cap: UK£160.4m

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

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.

Focusrite

Market Cap: UK£155.7m

Engages in the development, manufacturing, and marketing of professional audio and electronic music products in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Superior Group of Companies

Market Cap: US$209.7m

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

Mulberry Group

Market Cap: UK£154.4m

Designs, manufactures, and sells clothing and fashion accessories for men and women in the United Kingdom, Europe, the United States, and the Asia Pacific.

D-BOX Technologies

Market Cap: CA$266.6m

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.