The better-than-expected employment report is "really great" news for the economy and reason for investors to "get more aggressive," CNBC's Jim Cramer said Thursday.
Job growth surged in June, with U.S. companies adding 288,000 to payrolls, indicating that expectations for strong second-half economic growth may be fulfilled.
The unemployment rate dropped to 6.1 percent, its lowest since September 2008, according to data from the Bureau of Labor Statistics.
Still, some questioned the job growth, in terms of what sector the positions were in and whether they were full time or temporary.
"I never outthink these things. I think those who outthink them are fine. You can do what you want. I'm here trying to make money for people," Cramer said on "Squawk Box." "This is the kind of number that you need to really make money."
To Cramer, the top-line growth means investors should move out of defensive plays and into cyclical stocks.
"You shift your portfolio. You get out of the stuff that grows at 1 percent. Get out of the stuff that you bought because it has a 2.88 [percent] yield," he said. "And get into stuff that's going to blow out the numbers."
Cramer recommended investors avoid utilities, for example, and opt for industrials instead, such as minerals or heavy metals. He didn't list any specific stocks, though.
—By CNBC's Drew Sandholm