Software Consumer Discretionary

Meritage Homes

Market Cap: US$4.7b

Designs and builds single-family attached and detached homes in the United States.

Crocs

Market Cap: US$4.6b

Designs, develops, manufactures, markets, distributes, and sells casual lifestyle footwear and accessories for men, women, and children under the Crocs and HEYDUDE Brands in the United States and internationally.

Bellway

Market Cap: UK£3.1b

Engages in the homebuilding business in the United Kingdom.

Whirlpool

Market Cap: US$4.1b

Manufactures and markets home appliances and related products and services in the North America, Latin America, Asia, and internationally.

Polaris

Market Cap: US$3.9b

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

KB Home

Market Cap: US$3.6b

Operates as a homebuilding company in the United States.

Kontoor Brands

Market Cap: US$3.6b

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

YETI Holdings

Market Cap: US$3.5b

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

M/I Homes

Market Cap: US$3.3b

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

PVH

Market Cap: US$3.2b

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

Steven Madden

Market Cap: US$3.1b

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

Capri Holdings

Market Cap: US$3.0b

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.

Columbia Sportswear

Market Cap: US$3.0b

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.

Breville Group

Market Cap: AU$4.3b

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.

Green Brick Partners

Market Cap: US$2.8b

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.

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.

Ermenegildo Zegna

Market Cap: US$2.7b

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

Vistry Group

Market Cap: UK£2.0b

Provides housing solutions in the United Kingdom.

Peloton Interactive

Market Cap: US$2.6b

Provides fitness and wellness products and services in North America and internationally.

Topgolf Callaway Brands

Market Cap: US$2.2b

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

Sonos

Market Cap: US$2.2b

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

Coats Group

Market Cap: UK£1.6b

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

FIGS

Market Cap: US$2.0b

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

Under Armour

Market Cap: US$1.9b

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

Century Communities

Market Cap: US$1.8b

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

Dream Finders Homes

Market Cap: US$1.7b

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

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.

Newell Brands

Market Cap: US$1.6b

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

Leggett & Platt

Market Cap: US$1.5b

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

Cairn Homes

Market Cap: UK£1.1b

Operates as homebuilder in Ireland.

Wolverine World Wide

Market Cap: US$1.5b

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.

Spin Master

Market Cap: CA$2.1b

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.

G-III Apparel Group

Market Cap: US$1.3b

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

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.

Cricut

Market Cap: US$1.1b

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.