Shaw is, first and foremost, a play on nuclear energy, which Cramer strongly believes is going to gain traction as more nuclear plants in the U.S. start to get off the ground. It is up 79% in the last year and he would stick with it.

By far, the best performer. FSLR is up a monstrous 368% since Cramer first recommended it last April. It’s a solar play that hasn't required subsidies to work and one that Cramer thinks is best suited to continue its strong performance no matter who wins the presidency. FSLR is also the most cost-effective solar play because it does not use silicon, and that makes it cheaper for the company to produce its panels. Cramer remains in conviction mode for FSLR.

Another winner, with a gain of 22%, but a stock Cramer would no longer own recommend to be owned. It worked over the last year because of high silicon pricing, but he doesn’t think that is sustainable. Silicon is the wrong technology for solar, he said, and it seems like the company has execution issues to boot.

This clean-emissions play has been a solid performer but Cramer recommended selling it now because it’s tied closely to auto production, which has been dismal.

Although this stock is the biggest loser of the group (it’s only up 1.6%), Cramer would be a buyer. The company is a play on the water cycle and it stands to benefit from a global water shortage that Cramer thinks is coming, even though all the talk is about oil. TTEK does a ton of business with the federal government in the form of coastal engineering, raw sewage and flood protection contracts. Plus, TTEK just bought a wind energy company, levering it to another $20 billion green energy opportunity. Last year TTEK was wrong, but this year it looks like it could be right, Cramer said.

This emissions play is up a relatively paltry 11% in the last year. The stock was down as much as 26% but then recovered and Cramer said anyone who owns OMG should count their blessings and take profits now. The company makes the chemicals used in hybrid-car batteries and is heavily dependent on the price of cobalt. The combination of a terrible auto industry and weak cobalt prices makes this stock a “don’t buy” to Cramer.

Another so-called loser, FTEK is up just 9% over the last year. As a play on clean coal, FTEK is going to be in the sweet spot if a democrat wins in November, Cramer said. There’s a legislative catalyst too, as clean air regulations are set to commence next year that will force utilities to seek out pollution control technologies, which is FTEK’s bread and butter. The company is also gaining exposure in Asia and has seen a flurry of healthy insider buying. The stock had a huge run right after Cramer recommended it last April and then dropped sharply. But it is one of those stocks that swing wildly up and down, and Cramer thinks the next direction is up. Time to reload, he said.

One of Cramer’s all around favorite infrastructure companies, FWLT is up 97% since he named it a green play on clean coal. If a democrat wins the White House, Cramer thinks clean coal, which is by far FWLT’s greatest environmental contribution, will become a focal point. But the company is diversified in petrochemical plants and refineries that are in short supply and should continue to work thanks to the high price of oil. Way off its high, Cramer reiterated that he thinks FWLT is a buy here.