Nanotechnology Stocks
Top 10 of 30 TINY holdings, updated
As of 12 October 2026, nanotechnology stocks have turned up: behind the S&P 500 over the longer run, but ahead over the past month. TINY beats the S&P 500 by 0.5 points over one month and ranks #18 of 115 groups Zensei tracks. 9 of the 15 nanotechnology stocks Zensei prices in TINY beat the fund this month.
Where nanotechnology stocks stand now
As of 12 October 2026, Nanotechnology (TINY) ranks #18 of the 115 groups Zensei tracks by one-month return against the S&P 500. It has just turned the corner. Over the longer, time-shifted window it trailed the S&P 500 by 12.3 points, but over the past month it has moved narrowly ahead of the market — a 0.5-point edge that puts it in the Emerging quadrant.
On the shorter tape, TINY's momentum is weakening: the intraday trend that carried the move is cooling across the shorter windows. TINY's relative-strength line has broken below its long-term average — the long-term outperformance trend is no longer intact. Both signals point the same direction here: the market is not rewarding this group on either horizon.
The exposure comes via ProShares Nanotechnology ETF, whose 30 tracked holdings are led by Bruker Corp, Screen Holdings Co Ltd and ASML Holding NV. Weighted by portfolio, the fund's holdings trade at roughly 45.5× earnings. The thing to watch from here is confirmation: emerging groups that hold a positive one-month spread long enough for the longer window to turn are the classic early-rotation entries — the ones that fail fall back quickly.
Top nanotechnology stocks right now
The largest nanotechnology stocks by weight in TINY, and the strongest over the past month. Size and recent return are measurements, not recommendations.
Largest by fund weight
Share of TINY
- 1Bruker CorpBRKR7.6%
- 2Screen Holdings Co Ltd6.0%
- 3ASML Holding NV5.3%
- 4Lam Research CorpLRCX5.3%
- 5Applied Materials IncAMAT5.3%
Strongest this month
1-month return, holdings Zensei prices
- 1Entegris IncENTG+14.0%
- 2Axcelis Technologies IncACLS+12.5%
- 3Syntec Optics Holdings IncOPTX+10.6%
- 4Veeco Instruments IncVECO+9.8%
- 5Nve CorpNVEC+9.7%
Nanotechnology Stocks vs the S&P 500
Over the week to 12 October 2026, TINY fell 6.7% while the S&P 500 rose 0.4%. TINY and SPY (the S&P 500) over every window Zensei tracks. The spread is the difference: positive means TINY won that window.
Prices as of · computed from daily adjusted closes · how we measure
Nanotechnology on the rotation map, against the 11 broad S&P 500 sectors. Vertical: 1-month spread vs the S&P 500. Horizontal: the longer, time-shifted window.
Are nanotechnology stocks expensive?
The price-to-earnings ratio of TINY as a whole: the total price of its holdings over their total earnings, weighted by share of the fund. Holdings that lose money are left out.
TINY holdings: the nanotechnology stocks inside
As of 12 October 2026, 9 of the 15 nanotechnology stocks Zensei prices in TINY beat the fund over the past month. 9 of them beat the S&P 500. The strongest is Entegris Inc (ENTG); the weakest is Eikon Therapeutics Inc (EIKN). Inside the fund, one or two outliers drive most of the move.
| # | Holding | Weight | 1M | 3M | vs fund 1M | Momentum | RS health |
|---|---|---|---|---|---|---|---|
| 1 | BRKRBruker Corp | 7.6% | +5.4% | −4.5% | +2.8 pts | Fading | Broken |
| 2 | Screen Holdings Co Ltd | 6.0% | — | — | No price data | ||
| 3 | ASML Holding NV | 5.3% | — | — | No price data | ||
| 4 | LRCXLam Research Corp | 5.3% | +3.9% | −6.1% | +1.3 pts | Weak | Strong |
| 5 | AMATApplied Materials Inc | 5.3% | +9.0% | −13.4% | +6.4 pts | Pulling back | Broken |
| 6 | 7731:XTKSNikon Corp | 5.0% | — | — | No price data | ||
| 7 | Taiwan Semiconductor Manufacturing Co Ltd | 4.8% | — | — | No price data | ||
| 8 | NVDANvidia Corp | 4.7% | +3.7% | +11.3% | |||
| 9 | VECOVeeco Instruments Inc | 4.3% | +9.8% | −11.7% | |||
| 10 | ONTOOnto Innovation Inc | 4.3% | −2.8% | −10.2% | |||
All 30 TINY holdings by weight: Bruker Corp (BRKR) 7.6%, Screen Holdings Co Ltd 6.0%, ASML Holding NV 5.3%, Lam Research Corp (LRCX) 5.3%, Applied Materials Inc (AMAT) 5.3%, Nikon Corp (7731:XTKS) 5.0%, Taiwan Semiconductor Manufacturing Co Ltd 4.8%, Nvidia Corp (NVDA) 4.7%, Veeco Instruments Inc (VECO) 4.3%, Onto Innovation Inc (ONTO) 4.3%, Cabot Corp (CBT) 4.3%, Entegris Inc (ENTG) 4.2%, Jgc Holdings Corp 4.2%, Ultra Clean Holdings Inc (UCTT) 4.2%, Axcelis Technologies Inc (ACLS) 3.9%, Jeol Ltd 3.9%, Qnity Electronics Inc (Q) 3.7%, Shanghai Biren Technology Co Ltd 3.5%, Lg Chem Ltd 3.0%, Nanobiotix SA 2.4%, Park Systems Corp 2.2%, Nlight Inc (LASR) 2.2%, Wonik Qnc Corp 0.9%, Qd Laser Inc 0.9%, Toyo Gosei Co Ltd 0.8%, Nve Corp (NVEC) 0.8%, Duk San Hi Metal Co Ltd 0.7%, Eikon Therapeutics Inc (EIKN) 0.7%, Syntec Optics Holdings Inc (OPTX) 0.5%, Jeio Co Ltd 0.2%.
Nanotechnology Stocks: common questions
What are the top 3 nanotechnology stocks?
As of 12 October 2026, the three largest nanotechnology stocks in TINY by fund weight are Bruker Corp (BRKR) (7.6%), Screen Holdings Co Ltd (6.0%) and ASML Holding NV (5.3%). Fund weight shows size inside the fund, not a recommendation.
Which nanotechnology stocks are beating the sector?
As of 12 October 2026, 9 of the 15 nanotechnology stocks Zensei prices in TINY beat the fund over the past month. The strongest over the past month is Entegris Inc (ENTG). The list above shows every holding with its weight and returns.
Are nanotechnology stocks outperforming the S&P 500?
Yes. As of 12 October 2026, TINY has beaten the S&P 500 by 0.5 points over the past month.
Is it a good time to invest in nanotechnology stocks?
Zensei does not give investment advice, but it measures the trend. As of 12 October 2026, nanotechnology stocks are behind the S&P 500 over the longer window but ahead over the past month, an early turn. The rotation map and the read on this page show whether that trend is building or fading.
What is TINY?
TINY is ProShares Nanotechnology ETF. Zensei uses it to measure nanotechnology stocks against the S&P 500 (SPY).
What stocks does TINY own?
As of 12 October 2026, the largest of the 30 positions Zensei tracks in TINY are Bruker Corp, Screen Holdings Co Ltd, ASML Holding NV, Lam Research Corp, Applied Materials Inc. Each position measured against the fund, with momentum and relative strength, is part of Zensei Premium.
What quadrant is nanotechnology in right now?
As of 12 October 2026, nanotechnology is in the Emerging quadrant — behind the market over the longer window, but ahead over the past month. The Zensei methodology page explains the quadrants.
Recent changes
- ·First tracked: gaining ground
Related sectors
Track nanotechnology against the whole market
Zensei Edge maps 100+ sectors and themes against the S&P 500 — with the stocks inside each one, rotation history and alerts when leadership changes hands.