Jim Cramer believes in the stock market and the ability for individual investors to profit from it. But now the frenetic host of CNBC's Mad Money advises investors to get rich carefully, holding positions for as long as five years.

"We accept that this market has overpowered most small investors," writes Cramer in his latest book  Jim Cramer's Get Rich Carefully.  But he's confident those same investors "can beat the averages" -- at least with the mad money they have to speculate with -- if they follow his recommendations.

Related: Jim Cramer: It's hard to be bullish after the jobs numbers

Chief among those recommendations: follow "big picture themes...ripe for the era we are in [and] built to last," writes Cramer. Then "find the best-of-breed ways to play those themes."

Cramer has seven big themes, which are listed below, along with some of his top stock picks for each:

• The New Holy Trinity of Tech -- Social, Mobile & the Cloud: Amazon (AMZN), Facebook (FB), Google (GOOG)

• Health = Wealth: Chipotle (CMG), Whole Foods (WFM)

• Frugal is the New Black: Costco (COST), TJX Companies (TJX)

• The Upside of Less Competition: American Airlines (AAL), which just merged with US Airways, and Gannett (GCI) which bought TV broadcaster Belo

• Stealth Tech: DuPont (DD), Under Armour (UA)

• New Big Pharma: biotech companies Gilead Sciences (GILD), Regeneron (REGN)

• Meet the Frackers: Anadarko Petroleum (APC), EOG Resources (EOG)

Related: Jim Cramer: Yes the market is rigged, but you can still win

He advises investors to "choose the ones you like...let the market come down...[then] in addition to your diversified mutual funds, [with] your mad money buy one of these." More specifically, buy stocks that that fall into one of these categories.

One big advantage of these themes, says Cramer, is that they don't depend on a robust economy for growth.

Related: Stocks slump in January: What's next for markets?

Cramer also recommends that investors "do some speculation."  His choice speculative picks today: Tesla (TSLA) -- "a hard-to-value to value stock but it stands for something"-- Netflix (NFLX), Solar City (SCTY) and Twitter (TWTR), which he likes for the long term.

"Some of these could be the next Home Depot (HD), Comcast (CMCSA) or Gap (GPS) -- "great speculative stocks of the 1980s" [considered] "fly by night" companies at the time, says Cramer.

Watch the video above to learn more about Jim Cramer's thematic investment tips. Then tell us what you think on The Daily Ticker's Facebook page or on Twitter @Dailyticker.

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