Just spoke to my broker and he had the WTF answer.
His explaination, all be it slightly off the planet but i'll try and repeat it is:
"If a company has increased its client base by 12 in the last month he then goes and buys 1 share for each of his extra 12 clients."
So that will re-weight the portfolio for the extra clients.
How does that sound? To me i'm not convinced.
