Software Consumer Discretionary

LGI Homes

Market Cap: US$840.0m

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

Dr. Martens

Market Cap: UK£602.7m

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

Latham Group

Market Cap: US$676.0m

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

Hovnanian Enterprises

Market Cap: US$665.0m

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

Smith & Wesson Brands

Market Cap: US$641.6m

Designs, manufactures, and sells firearms worldwide.

Sturm Ruger

Market Cap: US$632.8m

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

Smith Douglas Homes

Market Cap: US$622.1m

Headquartered in Woodstock, Georgia, Smith Douglas Homes completed its initial public offering in January 2024.

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.

Tron

Market Cap: US$583.7m

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

Ethan Allen Interiors

Market Cap: US$573.8m

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

Beazer Homes USA

Market Cap: US$554.0m

Operates as a homebuilder in the United States.

Malibu Boats

Market Cap: US$535.4m

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

Movado Group

Market Cap: US$527.4m

Designs, sources, markets, and distributes watches worldwide.

Oxford Industries

Market Cap: US$512.5m

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

Mestek

Market Cap: US$497.9m

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

Johnson Outdoors

Market Cap: US$472.7m

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

Legacy Housing

Market Cap: US$459.3m

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

Nova LifeStyle

Market Cap: US$367.7m

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

Beauty Tech Group

Market Cap: UK£269.0m

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

Helen of Troy

Market Cap: US$348.6m

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

MasterCraft Boat Holdings

Market Cap: US$346.5m

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

Crest Nicholson Holdings

Market Cap: UK£256.1m

Engages in building residential homes in the United Kingdom.

Henry Boot

Market Cap: UK£232.2m

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

Rocky Brands

Market Cap: US$295.0m

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

Marine Products

Market Cap: US$261.1m

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

Escalade

Market Cap: US$253.1m

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

Hamilton Beach Brands Holding

Market Cap: US$242.9m

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

Flexsteel Industries

Market Cap: US$242.3m

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

Fossil Group

Market Cap: US$235.8m

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

JAKKS Pacific

Market Cap: US$228.7m

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.

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.

Stelrad Group

Market Cap: UK£154.1m

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

Playboy

Market Cap: US$205.6m

Operates as a pleasure and leisure company in the United States, Australia, China, the United Kingdom, and internationally.

MJ Gleeson

Market Cap: UK£150.5m

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

Lanvin Group Holdings

Market Cap: US$198.8m

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

Funko

Market Cap: US$189.9m

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