Cramer recommends theme stocks to buy on the next market sell-off - CNBC

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CNBC's Jim Cramer on Monday revealed a basket of stocks along more than a dozen investment themes he recommends investors keep their eye on for the next pullback in the stock market.

"I'm not looking for red-hot [stocks]," the "Mad Money" host said. "I want theme stocks that we can buy into weakness, because if the market sells off again because of regulatory risk, I need you to be ready."

Cramer put together the watch list of more than 70 stocks across 15 market themes as the GameStop frenzy appeared to cool off after posting a 400% gain last week. Shares of the video game retailer tumbled almost 31% Monday, while the major averages got to a strong start in the first trading day of February.

The Dow Jones Industrial Average rose 229 points, closing at 30,211.91 for a 0.76% gain. The S&P 500 closed at 3,773.86, up 1.61% from Friday's finish, and the Nasdaq Composite settled at 13,403.39, a 2.55% surge from last week.

Year to date, the blue-chip Dow is down more than 1%. The benchmark index is now positive on the year by about half a percentage point, and the tech-heavy Nasdaq is up 4%.

"With these 15 themes ... I'm confident you can safely buy more the next time the market gets hammered," Cramer said. "You now have your menu. There are a lot to choose from, so put some on your shopping list."

Chip shortage

• Lam Research
• Applied Materials
• Taiwan Semiconductor Manufacturing

E-commerce

• Amazon
• Walmart
• Target
• Shopify
• Microsoft
• Adobe
• Salesforce
• ServiceNow
• Facebook
• Alphabet
• Etsy

Reopening trade

• Disney
• Boeing
• Honeywell

Digitization

• Snowflake
• Salesforce
• Adobe

Cybersecurity

• CrowdStrike
• Palo Alto Networks
• Zscaler
• Okta

5G

• Skyworks Solutions
• Apple
• Qualcomm
• Qorvo
• Crown Castle
• Marvell Technology
• T-Mobile
• Broadcom
• Inseego
• NXP Semiconductors

Stimulus

• Vulcan Materials
• Martin Marietta Materials
• Caterpillar

China

• Apple
• Starbucks
• Nike

Self-directed stock picking

• Morgan Stanley

Fintech

• PayPal
• Square
• Affirm
• Intuit
• IPOE (SoFi)

Health care

• Thermo Fisher Scientific
• Danaher
• Eli Lilly
• Teladoc Health
• Abbott Laboratories

Electric vehicles

• General Motors
• MP Materials
• Quantumscape
• TPG Pace Beneficial Finance
• Luminar Technologies
• Ciig Merger (Arrival)
• Northern Genesis Acquisition (Lion Electric)

Remote work

• Williams-Sonoma
• Zoom Video Communications
• Wayfair
• Logitech
• Amazon
• RingCentral

Housing

• Lennar
• Pultegroup
• D.R. Horton
• RH
• Home Depot
• Lowe's
• Azek
• Trex

Clean energy

• Plug Power
• Linde
• Generac

Disclosure: Cramer's charitable trust owns shares of Apple, Abbott Labs, Amazon, Broadcom, Boeing, Crown Castle, Salesforce, Disney, Facebook, Alphabet, Honeywell, Marvell Tech, Microsoft, Nike, Starbucks and Walmart.

Disclaimer

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Cramer recommends theme stocks to buy on the next market sell-off - CNBC
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