Jim Cramer has some investing themes for 2021.
He broke down the 10 themes he's watching in 2021.
TheStreet's Scott Rutt broke down Cramer's thoughts in his Mad Money recap.
E-commerce is here to stay, making it the first of Cramer's investable themes. That of course means Amazon (AMZN) - Get Report, but also retailers who have figured out the e-commerce game. The return of travel and leisure was second one Cramer's list, as was the continuing digitization trend, which includes semiconductor makers like Advanced Micro Devices (AMD) - Get Report and Nvidia (NVDA) - Get Report.
Continuing the technology theme, Cramer said cybersecurity will continue to be a winner, as will anything related to the 5G wireless transition and anything to do with remote working, like Zoom Video (ZM) - Get Report.
Other investable themes include the coming stimulus checks, which were a big win for Home Depot (HD) - Get Report, Lowe's (LOW) - Get Report and Dollar Tree (DLTR) - Get Report the last time around. Cramer told viewers to keep an eye on the China stocks, like Boeing (BA) - Get Report, Caterpillar (CAT) - Get Report and MasterCard (MA) - Get Report, once Joe Biden takes office. He was also bullish on wealth management, with Goldman Sachs (GS) - Get Report and Morgan Stanley (MS) - Get Report among his favorites.
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