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With only a few stocks leading the market higher, it's good to know which ones are part of the Trump rally and which ones aren't, Jim Cramer told his Mad Money viewers Wednesday. Trump, like the market, tends to fluctuate, and that's why Cramer said he created a cheat sheet for investors to follow.
Among the groups that have been anointed by Trump are the banks, which will benefit from the government getting out of the way so they can make more loans. Cramer said Bank of America (BAC) remains his favorite, along with Goldman Sachs (GS) .
Trump is also a fan of oil, so investors should be, too. Cramer is also bullish on steelmakers including Nucor (NUE) and the railroads that will be hauling all that steel. Also on the Trump rally list are special cases such as United Technologies (UTX) and Boeing (BA) , both of which have claimed Trump's interest.
Even retail could benefit from Trump, as lower taxes could bolster the consumer. Lululemon Athletica (LULU) posted strong results that sent shares soaring up 13.9% Wednesday.
For other sectors, though, the Trump effect is less clear. What will a trade war mean for a stock like Caterpillar (CAT) ? We're still not sure.