Good AnswerI hold TOI, CTS and ENGH in one account as my small cap technology allocation. Price action of course has been brutal since last fall. Would you continue to hold all three names or would you recommend getting rid of one or more? Would you add to any? Do you have any alternatives that may have better risk / reward in an eventual tech recovery? IF we were to get rid of one, we would choose ENGH, although, we do believe that eventually, it will recover. We like the debt profile, growth, and valuation of CTS, and would consider TOI to be in a pretty good place with strong free cash flows and an OK valuation. CTS is small but has a strong balance sheet and low valuation (0.4X price to sales and 10.4X P/E). If we were to add to a name, we would add to CTS at this time, hold TOI, and hold ENGH with a slight lean towards sell (if one is looking to sell a position). (5iResearch)