The Industrial Sector SPDR (XLI Quote - Cramer on XLI - Stock Picks) allocates 16% to GE while the PowerShares Water Portfolio (PHO Quote - Cramer on PHO - Stock Picks) only 3%. This has been a big difference maker, over the last two and half years PHO is up 30% and XLI is up mid-single digits.
![]() |
| Click here for larger image. |





