Materials Consumer Discretionary

Dr. Martens

Market Cap: UK£692.1m

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

Tron

Market Cap: US$906.1m

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

Cricut

Market Cap: US$871.1m

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.

Movado Group

Market Cap: US$833.5m

Designs, sources, markets, and distributes watches worldwide.

Hovnanian Enterprises

Market Cap: US$700.7m

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

Beazer Homes USA

Market Cap: US$700.1m

Operates as a homebuilder in the United States.

Oxford Industries

Market Cap: US$682.0m

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

Smith & Wesson Brands

Market Cap: US$681.2m

Designs, manufactures, and sells firearms worldwide.

Smith Douglas Homes

Market Cap: US$652.6m

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

Latham Group

Market Cap: US$624.6m

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

Helen of Troy

Market Cap: US$621.7m

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

Sturm Ruger

Market Cap: US$619.3m

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

Legacy Housing

Market Cap: US$572.2m

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

Mestek

Market Cap: US$565.2m

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

MasterCraft Boat Holdings

Market Cap: US$562.2m

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

Malibu Boats

Market Cap: US$547.9m

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

XMax

Market Cap: US$545.7m

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.

Ethan Allen Interiors

Market Cap: US$520.1m

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

Beauty Tech Group

Market Cap: UK£357.9m

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

Johnson Outdoors

Market Cap: US$463.2m

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

Flexsteel Industries

Market Cap: US$317.0m

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

Henry Boot

Market Cap: UK£224.2m

Engages in the home building business in the United Kingdom.

Funko

Market Cap: US$295.9m

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

Rocky Brands

Market Cap: US$290.1m

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

Hamilton Beach Brands Holding

Market Cap: US$264.4m

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

JAKKS Pacific

Market Cap: US$249.3m

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$247.0m

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

Crest Nicholson Holdings

Market Cap: UK£175.3m

Engages in building residential homes in the United Kingdom.

Stelrad Group

Market Cap: UK£174.5m

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

Fossil Group

Market Cap: US$231.8m

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

Lovesac

Market Cap: US$226.1m

Designs, manufactures, and sells furniture.

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.

Lifetime Brands

Market Cap: US$209.4m

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.

Videndum

Market Cap: UK£151.1m

Engages in the provision of hardware products and software solutions for the content creation market in the United Kingdom, rest of Europe, North America, the Asia Pacific, and internationally.

Superior Group of Companies

Market Cap: US$200.6m

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