We recently compiled a list of the Jim Cramer Talked About These 12 Stocks Recently. In this article, we are going to take a look at where Brookfield Corporation (NYSE:BN) stands against the other stocks.

On Friday, Jim Cramer, the host of Mad Money, discussed the recent struggles in the market and how the downturn in momentum stocks has significantly affected aggressive growth investors. He pointed out the complexities of the market on Friday, explaining how things took a drastic turn for the worse. According to Cramer, the market can be divided into two distinct categories: one driven by momentum and the other focused on traditional growth.

“Alright, we got two markets right now. One is all about momentum. The other is all about old-fashioned growth. Momentum is nasty right now. Classic growth, well, it is cruising.”

READ ALSO Jim Cramer’s Game Plan: 17 Stocks in Focus and Jim Cramer Discussed These 11 Stocks Recently

Despite the numbers, Cramer noted that these dynamics were not immediately obvious when you look at the broader averages, with the Dow dropping 749 points, the S&P falling 1.71%, and the Nasdaq plummeting by 2.2% on Friday. He said that investors heavily invested in momentum stocks are finding it increasingly difficult like they are struggling to breathe after the “oxygen” was taken away.

Cramer said that on the other hand, those with investments in established growth stocks and diversified portfolios are faring much better. He mentioned that these stocks have performed well for the first time in quite a while, offering a bit of relief for those holding them. Reflecting on the sharp downturn in the market, Cramer explained that the situation can be traced back to several concerning economic indicators. He added:

“This week, we got a series of readings, key numbers for home sales, consumer sentiment that show true softness, and a sense that maybe things are starting to go off the rails in the economy. Well, that’s incredible given the surprising head of steam we had going into 2025.”

Our Methodology

For this article, we compiled a list of 12 stocks that were discussed by Jim Cramer during the episode of Mad Money aired on February 21. We listed the stocks in ascending order of their hedge fund sentiment as of the fourth quarter of 2024, which was taken from Insider Monkey’s database of over 1,000 hedge funds.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

Brookfield Corporation (NYSE:BN)

Number of Hedge Fund Holders: 37

A caller commented on Brookfield Corporation’s (NYSE:BN) CEO Bruce Flatt and Cramer said:

“Man, that guy is so smart. I would wish he’d come on the show. They are real shrewd operators. I wish I knew exactly what they own, but they seem to know everything that is just great. Now that’s the kind of stock that go down and then I would be a buyer, not a seller.”

Brookfield (NYSE:BN) is an alternative asset manager and real estate investment firm that focuses on investments in real estate, renewable power, infrastructure, private equity, and venture capital.

Third Point Management stated the following regarding Brookfield Corporation (NYSE:BN) in its Q4 2024 investor letter:

“Last summer we initiated a position in Brookfield Corporation (NYSE:BN). Brookfield is one of the largest global alternative asset managers with over $500 billion in fee-earning AUM. We believe Brookfield is uniquely positioned to be a beneficiary of the secular growth tailwinds around infrastructure, where it is the preeminent global franchise, and private credit, where it is a top player with $250 billion in fee-earning credit assets. These are two of the fastest growing asset classes within alternatives.

We believe infrastructure is poised to benefit from the dual tailwinds of the enormous global funding gap in traditional infrastructure – estimated at $100 trillion of required investment through 2040 – and significant new demand for digital infrastructure to support data and compute needs. Brookfield has a long track record of first quartile returns within its global infrastructure business and a 100+ year history as an owner-operator of real assets that predates its asset management franchise. In 2022, it raised its offshoot Global Transition fund at in our view an impressive $13 billion first vintage, and in 2023, it closed on the largest infrastructure drawdown fund ever raised at $28 billion..” (Click here to read the full text)

Overall BN ranks 10th on our list of the stocks Jim Cramer recently discussed. While we acknowledge the potential of BN as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than BN but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap.

Disclosure: None. This article was originally published at Insider Monkey.