Jim Cramer says investors need 'good balance' beyond the AI rally — and says this 'cold' sector could be the hedge most portfolios are missing

Jim Cramer recommended 4 health care stocks to hedge your portfolio on a recent episode of Mad Money. Artificial intelligence has helped push major indexes to fresh highs. But according to Jim Cramer, that momentum may be exactly why investors should start looking elsewhere. The AI rally has also become increasingly concentrated, with the 10 largest companies now accounting for roughly 40% of the S&P 500, according to RBC Wealth Management. Cramer calls health care the 'cold' side of the market—not because the fundamentals are weak, but because investor enthusiasm has cooled.

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