CNBC’s Jim Cramer on Monday laid out the five major investment themes he expects Wall Street to throw its weight behind for the remainder of 2021.

“I like to say that this is the time of year where winners become anointed,” the “Mad Money” host said, explaining that it means “the big institutional money managers … make up their minds about what worked in 2021 and what didn’t.”

“Once they make up their minds, they won’t allow anything to shake them out. Not the Fed, not this week’s non-farm payroll report. If the past is any guide, then for the next two months, these groups … will be borderline unstoppable,” Cramer added.

Here are the themes Cramer highlighted:

Future of automobiles



Cloud computing

Oil and gas

By Sia