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. 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.
As of , these are the largest nanotechnology stocks in TINY by fund weight, and the strongest over the past month. Size and recent return are measurements, not recommendations.
Top nanotechnology stocks by fund weight
Ranked by largest share of TINY
- 1Bruker CorpBRKR7.6%
- 2Screen Holdings Co Ltd6.0%
- 3ASML Holding NV5.3%
- 4LAM Research CorpLRCX5.3%
- 5Applied Materials IncAMAT5.3%
Best nanotechnology stocks this month
Ranked by one-month return, among the 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%. The table compares 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?
Under half of the weight in TINY has a positive P/E, so a fund P/E would not describe the fund. Zensei shows a fund P/E from 50% coverage. Compare with every sector and theme: P/E ratio by sector.
TINY holdings: the nanotechnology stocks inside
This list covers all 30 nanotechnology stocks in TINY, heaviest first; the 10 largest show their returns where Zensei has a price. 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 | 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 (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
Nanotechnology stocks list: which stocks are in TINY?
As of 12 October 2026, TINY holds 30 nanotechnology stocks, and this page lists all 30. The three largest by fund weight are Bruker Corp (BRKR, 7.6%), Screen Holdings Co Ltd (6.0%) and ASML Holding NV (5.3%). Each one shows its fund weight; the 10 largest also show their one-month and three-month returns where Zensei has a price.
What are the best nanotechnology stocks this month?
As of 12 October 2026, ranked by one-month return, the three strongest nanotechnology stocks in TINY are Entegris Inc (ENTG, +14.0%), Axcelis Technologies Inc (ACLS, +12.5%) and Syntec Optics Holdings Inc (OPTX, +10.6%). This ranks past return only; it does not forecast the next month.
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 table above shows the largest holdings with their weights and returns.
Which ETF holds nanotechnology stocks?
Several ETFs hold nanotechnology stocks. Zensei tracks the group through TINY, the ProShares Nanotechnology ETF. As of 12 October 2026, its published holdings list 30 nanotechnology stocks, and the 10 largest make up 52.5% of the fund.
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.
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
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