Jim Cramer told TheStreet's Katherine Ross why his Action Alerts PLUS charitable portfolio made the decision to trim some of its Ford (F) - Get Free Report position, despite raised earnings expectations.
And yes, it has a lot to do with the semiconductor shortage.
Watch Cramer's full take in the video above.
Recap TheStreet Live: Everything Jim Cramer Is Watching 6/17/21
Join Jim Cramer at 11:30 a.m. ET for his exclusive members-only Action Alerts PLUS call.