Jim Cramer's Top Investable Themes Of 2021

On CNBC's "Fast Money Halftime Report," Jim Cramer shared his top investable themes for 2021. 

Investing in 2021 is a lot like investing in 2020 in the sense that most of the themes are COVID-related, but some may come off as a surprise, he said. 

Here are Cramer's top investable themes for 2021:

E-Commerce: This sector has seen an increase in popularity due to the pandemic, with the trend carrying over into 2021. Popular e-commerce companies include Amazon AMZN, Alibaba BABA and PayPal PYPL.

Travel & Leisure: The travel sector is poised to make a comeback in 2021, but it's impossible to fully predict what travel after the pandemic will look like, Cramer said.

Popular travel and leisure companies are Delta Air Lines DAL, Marriott International MAR and Carnival CCL.

Digitalization: Digitalization has surely accelerated in 2020 just out of sheer circumstance, but the trend could very well continue in 2021, in the CNBC host's view. 

Cybersecurity: Security is always important, and as companies become more digital, cybersecurity becomes increasingly important.

Popular cybersecurity names are Crowdstrike CRWD, FireEye FEYE and Fortinet FTNT.

COVID-19 Stimulus: As COVID-19 infections continue to grow and vaccine shipments come in slower than expected, stimulus is an important aspect to many in an effort to keep afloat.

China: The future of U.S.-China relations is still uncertain. News of U.S. exchanges delisting Chinese companies for various reasons is still a concern for investor, Cramer said.

Popular Chinese companies include: Alibaba, JD.Com JD and BiliBili BILI.

Individual Stock Selection, Wealth Management: Popular wealth management stocks include Wells Fargo WFC, Raymond James Financial RJF and UBS UBS.

Remote Work: Remote work seen a boom in 2021, but many companies are allowing their employees to continue working from home even after the pandemic ends. 

Popular remote work companies include Zoom Video Communication ZM, DocuSign DOCU and Salesforce.Com CRM.

Health Care: Health care could change under the Biden administration. Popular health care companies include Pfizer PFE, Anthem ANTM and UnitedHealth Group UNH.

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