Software Consumer Discretionary

Cricut

Market Cap: US$885.2m

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.

Dr. Martens

Market Cap: UK£630.8m

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

Smith Douglas Homes

Market Cap: US$768.2m

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

Tron

Market Cap: US$683.2m

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

Latham Group

Market Cap: US$672.5m

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

Sturm Ruger

Market Cap: US$653.1m

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

Smith & Wesson Brands

Market Cap: US$638.0m

Designs, manufactures, and sells firearms worldwide.

Oxford Industries

Market Cap: US$637.2m

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

Hovnanian Enterprises

Market Cap: US$625.4m

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

Beazer Homes USA

Market Cap: US$620.3m

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.

Movado Group

Market Cap: US$590.4m

Designs, sources, markets, and distributes watches worldwide.

Ethan Allen Interiors

Market Cap: US$569.7m

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

Johnson Outdoors

Market Cap: US$530.9m

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

Malibu Boats

Market Cap: US$519.7m

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

Legacy Housing

Market Cap: US$502.4m

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

Mestek

Market Cap: US$482.8m

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

Beauty Tech Group

Market Cap: UK£335.4m

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$386.0m

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£276.2m

Engages in building residential homes in the United Kingdom.

Nova LifeStyle

Market Cap: US$371.8m

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

MasterCraft Boat Holdings

Market Cap: US$350.5m

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

Henry Boot

Market Cap: UK£248.3m

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

Rocky Brands

Market Cap: US$324.9m

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

Fossil Group

Market Cap: US$299.9m

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

Hamilton Beach Brands Holding

Market Cap: US$278.5m

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

Marine Products

Market Cap: US$262.9m

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

Flexsteel Industries

Market Cap: US$259.2m

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

JAKKS Pacific

Market Cap: US$249.7m

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.

Escalade

Market Cap: US$244.2m

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

Stelrad Group

Market Cap: UK£168.7m

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

Lovesac

Market Cap: US$224.4m

Designs, manufactures, and sells furniture.

MJ Gleeson

Market Cap: UK£164.5m

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

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.

Videndum

Market Cap: UK£152.5m

Designs, manufactures, and distributes products and services that enable end users to capture and share content for the broadcast, cinematic, video, photographic, audio, and smartphone applications.

Funko

Market Cap: US$202.2m

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