Software Consumer Discretionary

Dr. Martens

Market Cap: UK£745.1m

Engages in the design, development, procurement, marketing, sale, and distribution of footwear.

LGI Homes

Market Cap: US$987.6m

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

Smith Douglas Homes

Market Cap: US$925.6m

Smith Douglas Homes Corp. completed its initial public offering in January 2024.

Latham Group

Market Cap: US$751.3m

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

Beazer Homes USA

Market Cap: US$601.7m

Operates as a homebuilder in the United States.

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.

Hovnanian Enterprises

Market Cap: US$589.4m

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

Ethan Allen Interiors

Market Cap: US$585.5m

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

Malibu Boats

Market Cap: US$575.9m

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

Sturm Ruger

Market Cap: US$542.7m

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

Oxford Industries

Market Cap: US$525.5m

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

Helen of Troy

Market Cap: US$478.3m

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

Crest Nicholson Holdings

Market Cap: UK£353.3m

Engages in building residential homes in the United Kingdom.

Legacy Housing

Market Cap: US$465.9m

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

Movado Group

Market Cap: US$461.8m

Designs, sources, markets, and distributes watches worldwide.

Smith & Wesson Brands

Market Cap: US$450.7m

Designs, manufactures, and sells firearms worldwide.

Johnson Outdoors

Market Cap: US$448.5m

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

Tron

Market Cap: US$447.4m

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

Beauty Tech Group

Market Cap: UK£321.0m

Operates as an at home beauty technology company in United States, Canada, United Kingdom, the European Union, and Asia.

Mestek

Market Cap: US$418.7m

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

Henry Boot

Market Cap: UK£294.5m

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

MJ Gleeson

Market Cap: UK£240.0m

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

MasterCraft Boat Holdings

Market Cap: US$315.7m

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

Marine Products

Market Cap: US$314.3m

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

XMax

Market Cap: US$254.1m

Through its subsidiaries, designs, manufactures, markets, and sells residential and commercial furniture for middle and upper middle-income consumers North America and internationally.

GoPro

Market Cap: US$239.6m

Provides cameras, mountable and wearable accessories, and subscription and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Lanvin Group Holdings

Market Cap: US$233.9m

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

Stelrad Group

Market Cap: UK£170.7m

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

Hamilton Beach Brands Holding

Market Cap: US$217.4m

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

Springfield Properties

Market Cap: UK£160.8m

Engages in the residential housebuilding and land development in the United Kingdom.

Rocky Brands

Market Cap: US$216.7m

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

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.

Flexsteel Industries

Market Cap: US$216.1m

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

Lovesac

Market Cap: US$211.1m

Designs, manufactures, and sells furniture.

Fossil Group

Market Cap: US$207.1m

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

Focusrite

Market Cap: UK£145.2m

Engages in the development, manufacturing, and marketing of professional audio and electronic music products in North America, Europe, the Middle East, Africa, and internationally.