https://www.cnbc.com/2021/01/04/jim-cramer-reveals-his-10-investment-themes-for-2021.html
Jim Cramer reveals his 10 investment themes for 2021
"I always fall back on themes. That's the best way to approach a sell-off, like we had today," the "Mad Money" host said.
www.cnbc.com
E-commerce
Amazon
Shopify
Walmart
Costco
Freight-forwarding stocks
Travel and leisure
Boeing
Uber
Airbnb
Digitization
Advanced Micro
Devices
Nvidia
Cybersecurity
CrowdStrikeOktaZscalerPalo Alto NetworksNortonLifeLock
5G
Marvell TechnologyQualcommSkyworks SolutionsTexas InstrumentsNXP Semiconductors
Stimulus
WalmartTargetHome DepotLowe'sDollar TreeDollar General
China
BoeingCaterpillar3MMastercardVisaAmerican Express
Wealth management
Goldman SachsMorgan StanleyRobinhood
Remote work
ZoomSalesforce.com (acquiring Slack)MicrosoftDellHPApple
Health care
CVSHumanaUnitedHealth GroupJohnson & Johnson
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