Cramer's 'Stop Trading!': Exelon

Exelon(EXC Quote) stands to be the "real winner" from cap-and-trade legislation, said Jim Cramer on Wednesday's "Stop Trading!" segment on CNBC.

"It's Exelon," said Cramer, "because they are nukes, and nukes have got to be the best single thing under cap-and-trade."

In more Washington talk, Cramer said he doesn't think the public option is completely off the table because of what's been happening in stocks such as WellPoint(WLP Quote) and UnitedHealth(symbol Quote). "Something's going to happen in the middle," he said, "because these HMOs are really for sale."

He cited WellPoint's downgrade "by an important firm" and called UnitedHealth's chart the worst in the book.

"This is an industry that's already been hobbled," he said. "People don't like them. They just don't like them."

"This group must be sold," he said.