CNBC's Jim Cramer on Monday said tech companies dominate the market because their primary customers are cash-rich businesses, not strapped consumers.
"We have a market made of companies that sell into the enterprise and those stocks are doing fabulously," he said.
"Then we have even more companies who serve the consumer, which is a much less attractive customer base right now, and their stocks, they're very tough to own."
But Cramer conceded that Apple and Tesla differ slightly from the pack.
"I don't worry about the concentration of winners in tech because, alas, the concentration makes sense," Cramer said.
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