Last year at this time, Jones had one analyst covering it; the company got into the Russell index, and now there are five analysts.
Additionally last year, a total of 228 stocks were added to the Russell 2000, out of which 111 went higher and 98 went lower. Even though this might seem like 50-50 odds, the stocks that went up moved much more than those that went down, Cramer said.
In fact, the top five performers of the Russell index last year -- Sigma Designs (SIGM), Matrix Service (MTRX), Bradley Pharmaceuticals (BDY), Jones Soda and Advanced Magnetics (AMAG) -- are all up more than 100%, Cramer said, and all came from different sectors.
The rebalance has to happen, Cramer said. Don't read about this in the papers after the fact.