Materials Consumer Discretionary

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.

Smith Douglas Homes

Market Cap: US$974.0m

Designs, constructs, and sale of single-family homes in the southeastern United States.

Canada Goose Holdings

Market Cap: CA$1.2b

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

FIGS

Market Cap: US$820.7m

Together with its subsidiary, FIGS Canada, Inc., operates as a direct-to-consumer healthcare apparel and lifestyle company in the United States and internationally.

Oxford Industries

Market Cap: US$820.1m

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

Dr. Martens

Market Cap: UK£538.1m

Designs, develops, procures, markets, sells, and distributes footwear under the Dr.

Latham Group

Market Cap: US$674.9m

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

Ethan Allen Interiors

Market Cap: US$668.6m

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

Hovnanian Enterprises

Market Cap: US$663.6m

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

Crest Nicholson Holdings

Market Cap: UK£494.5m

Engages in building residential homes in the United Kingdom.

Beazer Homes USA

Market Cap: US$637.1m

Operates as a homebuilder in the United States.

Helen of Troy

Market Cap: US$613.5m

Provides various consumer products in the United States, Canada, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Legacy Housing

Market Cap: US$611.0m

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

Malibu Boats

Market Cap: US$605.5m

Designs, engineers, manufactures, markets, and sells a range of 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.

Sturm Ruger

Market Cap: US$585.2m

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

Smith & Wesson Brands

Market Cap: US$414.5m

Designs, manufactures, and sells firearms worldwide.

Henry Boot

Market Cap: UK£300.9m

Engages in the property investment and development, land promotion, and construction activities in the United Kingdom.

MJ Gleeson

Market Cap: UK£300.4m

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

Movado Group

Market Cap: US$340.8m

Designs, sources, markets, and distributes watches worldwide.

Lovesac

Market Cap: US$310.4m

Designs, manufactures, and sells furniture.

Marine Products

Market Cap: US$300.6m

Designs, manufactures, and sells recreational fiberglass powerboats for the sport boat and sport fishing boat markets in the United States.

MasterCraft Boat Holdings

Market Cap: US$290.1m

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

Lanvin Group Holdings

Market Cap: US$260.5m

Operates as a couture house in Europe, the Middle East, Africa, North America, Greater China, and other Asian countries.

Johnson Outdoors

Market Cap: US$258.9m

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

Mestek

Market Cap: US$250.1m

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

Outdoor Holding

Market Cap: US$238.7m

Designs, produces, and markets ammunition and ammunition component products for sport and recreational shooters, hunters, individuals desiring home or personal protection, manufacturers, and law enforcement and military agencies.

AVJennings

Market Cap: AU$362.5m

Engages in the development of residential properties in Australia and New Zealand.

Funko

Market Cap: US$230.7m

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

Stelrad Group

Market Cap: UK£171.9m

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

Landsea Homes

Market Cap: US$221.6m

Engages in the design, construction, marketing, and sale of suburban and urban single-family detached and attached homes in Arizona, California, Colorado, Florida, Texas, and Metro New York.

JAKKS Pacific

Market Cap: US$216.2m

Designs, produces, markets, sells, and distributes toys and related products, consumer products, kids indoor and outdoor furniture, costumes, and sporting goods and home furnishings space products worldwide.

Escalade

Market Cap: US$206.8m

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

Dogness (International)

Market Cap: US$205.0m

Through its subsidiaries, designs, manufactures, and sells fashionable products for dogs and cats worldwide.

Hamilton Beach Brands Holding

Market Cap: US$199.6m

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

Traeger

Market Cap: US$188.6m

Designs, sources, sells, and supports wood pellet fueled barbecue grills and pellet fueled barbecue grills for retailers, distributors, and direct to consumers in the United States and internationally.