CNBC’s Jim CramerOn Tuesday, Cathie Wood broke down top positions in Ark Innovation ETF. He said he liked the arrangement in the majority of the fund’s most important positions.

The author stated, “Right now I would rather sell nearly the whole… Cathie Wood Portfolio than own it.” “Mad Money”The host stated. “These growth stocks have come down enough that they’re tempting enough to buy right here — then you can buy a little more at lower levels if they keep going lower.”

Cramer reviewed 12 of 21 Ark Innovation ETF’s largest holdings as of Tuesday morning. This story will focus on his opinions on five of Ark Innovation’s largest positions. After huge gains in 2020, the actively managed ETF gained prominence on Wall Street. However, the ETF didn’t perform as well last year and is expected to continue its decline in 2022.

Cramer explained that her stock now represents some great opportunities after being relentlessly pulverized.

“Even after all those years TeslaIt doesn’t face any meaningful competitors. Cramer agreed, calling Elon Musk the “best there is” and saying that his cars are selling well all over. Cramer stated that Musk’s stock has fallen 300 points since its peak. It’s an excellent level to purchase.

“TeladocThe company’s strong growth has led to its leadership [in telemedicine]Cramer stated that the number of paid U.S. members is staggering and real. It seems absurd to me that the stock should be sold down here. For heaven’s sake it’s now at $80 as opposed to $308 last year. It’s an incredible deal.

“While stock is joined to the pandemic at the hip, I believe that the stock was not. ZoomCramer said that Zoom is just a few acquisitions from becoming a permanent part of the enterprise.

Cramer stated, “They have growth but they don’t have the staying power.” They need both and I believe they will get them if they make some deals. The position is attractive to me.

The pandemic winners are no longer in favor of this one. It has plummeted from $490 down to $166. But RokuCramer expressed shock at the scale of the drop in share prices. He said that it was an extremely lucrative company with great balance sheets. This is especially important considering there are many runways for international growth.

Cramer explained, “I’m aware the next quarter is going to be hard, but it will also be challenging for everyone else. So I like the setup.”

“I am not a fan” CoinbaseBecause of the way they have dressed themselves. Cramer claimed that the guys “are just too arrogant” for him. However, there are no better options if your goal is to have a crypto proxy that can be traded publicly.

“It is not my favorite. [but investors]”Could do worse,” said he.

Sign up now for the CNBC Investing Club to follow Jim Cramer’s every move in the market.

Disclaimer