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Fintech: Square (SQ)
Media: Netflix (NFLX), Disney (DIS)
Consumers: Nike (NKE)
Homebuilders: Meritage Homes (MTH), DR Horton (DHI), Pulte Homes (PHM), Toll Brothers (TOL), Taylor Morrison Home Corporation (TMHC), Tri Pointe Homes (TPH), Lennar (LEN), LGI Homes (LGIH), KB Home (KBH), M.D.C. Holdings (MDC)
Building Products and Related: Fortune Brands (FBHS), Masco(MAS)
Home Improvement Retailers: Home Depot (HD), Lowe’s (LOW), Floor and Decor (FND)
Transportation: FedEx (FDX), UPS (UPS)