Päivitetty 24.7.2026
| Timon listan laskennallinen mallisalkku verrattuna OMXH25-indeksiin |
| Timon OMXH-lista |
| Laskennalliset toimialat |
| Arkisto |
| Taustaa |
|
Muutokset sijoitusstrategiaan ja mallisalkun käsittelyyn
|
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| Vuosi | Vertailuindeksi | Mallisalkku | Ylituotto |
|---|---|---|---|
| 2006 viim. 4 kk | 14.82% | 19.30% | 4.49 %-yks. |
| 2007 | 6.65% | 25.73% | 19.08 %-yks. |
| 2008 | -46.94% | -46.12% | 0.82 %-yks. |
| 2009 | 42.34% | 122.81% | 80.46 %-yks. |
| 2010 | 35.18% | 27.60% | -7.59 %-yks. |
| 2011 | -22.48% | -10.53% | 11.95 %-yks. |
| 2012 | 19.79% | 13.63% | -6.16 %-yks. |
| 2013 | 35.06% | 22.16% | -12.90 %-yks. |
| 2014 | 11.64% | 2.90% | -8.75 %-yks. |
| 2015 | 16.05% | 28.15% | 12.10 %-yks. |
| 2016 | 12.76% | 37.37% | 24.62 %-yks. |
| 2017 | 9.90% | 15.28% | 5.37 %-yks. |
| 2018 | -3.04% | -5.10% | -2.06 %-yks. |
| 2019 | 19.46% | 46.85% | 27.38 %-yks. |
| 2020 | 14.42% | 43.05% | 28.63 %-yks. |
| 2021 | 25.37% | 24.25% | -1.12 %-yks. |
| 2022 | -8.72% | -24.94% | -16.22 %-yks. |
| 2023 | -2.27% | 6.35% | 8.62 %-yks. |
| 2024 | -0.12% | 5.72% | 5.84 %-yks. |
| 2025 | 37.66% | 22.30% | -15.36 %-yks. |
| 2026 vuoden alusta | 11.19% | 13.06% | 1.87 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 570.52 | 1722.59 | 201.94% | 5.71% |
Päivitys 24.7.2026: Ei muutoksia mallisalkun sisältöön.
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 23.07.2026 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | Vaisala | 56.70 | 69.74 | 23% |
| 2 | 2 | GRK Infra | 19.40 | 23.86 | 23% |
| 3 | 3 | Raute | 15.30 | 18.51 | 21% |
| 4 | 4 | Alexandria Group | 14.50 | 17.40 | 20% |
| 5 | 5 | United Bankers | 22.80 | 26.90 | 18% |
| 6 | 6 | Tekova | 1.21 | 1.42 | 18% |
| 7 | 4 | Viafin Service | 19.05 | 22.29 | 17% |
| 8 | 7 | LapWall | 4.20 | 4.91 | 17% |
| 9 | 8 | Alma Media | 13.20 | 15.44 | 17% |
| 10 | 9 | Componenta | 6.36 | 7.44 | 17% |
| 11 | 10 | Orion | 79.10 | 91.76 | 16% |
| 12 | 11 | Evli | 24.10 | 27.96 | 16% |
| 13 | 12 | eQ | 9.40 | 10.81 | 15% |
| 14 | 13 | Titanium | 6.04 | 6.95 | 15% |
| 15 | 15 | Harvia | 41.55 | 47.37 | 14% |
| 16 | 14 | Consti | 11.20 | 12.66 | 13% |
| 17 | 16 | Biohit | 2.77 | 3.13 | 13% |
| 18 | 16 | Digia | 5.96 | 6.68 | 12% |
| 19 | 15 | Marimekko | 10.24 | 11.47 | 12% |
| 20 | 14 | Raisio | 2.54 | 2.84 | 12% |
| 21 | 18 | Scanfil | 11.86 | 13.16 | 11% |
| 22 | 17 | Hiab Oyj | 57.15 | 63.44 | 11% |
| 23 | 20 | Nexstim | 9.85 | 10.84 | 10% |
| 24 | 19 | CapMan | 1.73 | 1.91 | 10% |
| 25 | 21 | Fodelia | 4.40 | 4.84 | 10% |
| 26 | 22 | Lemonsoft | 4.75 | 5.23 | 10% |
| 27 | 23 | Taaleri | 7.13 | 7.84 | 10% |
| 28 | 24 | Orthex | 4.34 | 4.77 | 10% |
| 29 | 25 | Aallon Group | 9.00 | 9.81 | 9% |
| 30 | 26 | Metso | 15.60 | 17.00 | 9% |
| 31 | 27 | Puuilo | 17.02 | 18.55 | 9% |
| 32 | 10 | Sampo | 9.58 | 10.34 | 8% |
| 33 | 28 | Fondia | 4.90 | 5.29 | 8% |
| 34 | 29 | Huhtamäki | 29.00 | 31.32 | 8% |
| 35 | 17 | Konecranes | 28.18 | 30.43 | 8% |
| 36 | 30 | Ponsse | 22.40 | 24.19 | 8% |
| 37 | 32 | Framery Group | 6.82 | 7.37 | 8% |
| 38 | 31 | Enento Group | 14.80 | 15.84 | 7% |
| 39 | 33 | Incap | 8.57 | 9.17 | 7% |
| 40 | 34 | Atria | 16.88 | 18.06 | 7% |
| 41 | 26 | Kalmar | 37.78 | 40.05 | 6% |
| 42 | 35 | Fortum | 20.71 | 21.95 | 6% |
| 43 | 19 | Neste | 33.59 | 35.61 | 6% |
| 44 | 7 | Kone | 47.58 | 50.43 | 6% |
| 45 | 25 | Arvo Sijoitusosuuskunta | 74.50 | 78.23 | 5% |
| 46 | 36 | Detection Technology | 7.90 | 8.29 | 5% |
| 47 | 37 | Teleste | 3.50 | 3.68 | 5% |
| 48 | 37 | Wulff-Yhtiöt | 4.13 | 4.34 | 5% |
| 49 | 38 | Tecnotree | 5.41 | 5.63 | 4% |
| 50 | 40 | Kesko | 20.82 | 21.65 | 4% |
| 51 | 39 | Nordea Bank | 17.02 | 17.70 | 4% |
| 52 | 27 | Wärtsilä | 30.58 | 31.50 | 3% |
| 53 | 5 | Kemira | 16.30 | 16.79 | 3% |
| 54 | 41 | Keskisuomalainen | 9.76 | 9.96 | 2% |
| 55 | 42 | Toivo Group | 0.93 | 0.94 | 2% |
| 56 | 44 | Sanoma | 8.55 | 8.72 | 2% |
| 57 | 43 | Valmet | 22.04 | 22.48 | 2% |
| 58 | 45 | Administer | 2.20 | 2.24 | 2% |
| 59 | 46 | Etteplan | 7.58 | 7.73 | 2% |
| 60 | 47 | Admicom | 24.65 | 25.14 | 2% |
| 61 | 43 | Loihde | 12.15 | 12.39 | 2% |
| 62 | 48 | Lassila & Tikanoja | 6.68 | 6.81 | 2% |
| 63 | 49 | Sotkamo Silver | 0.38 | 0.38 | 1% |
| 64 | 50 | Elisa | 34.40 | 34.74 | 1% |
| 65 | 15 | Terveystalo | 6.96 | 7.03 | 1% |
| 66 | 34 | HKFoods | 1.69 | 1.71 | 1% |
| 67 | 41 | Aspo | 5.94 | 6.00 | 1% |
| 68 | 51 | Endomines | 7.59 | 7.67 | 1% |
| 69 | 44 | Verkkokauppa.com | 3.52 | 3.56 | 1% |
| 70 | 52 | Aspocomp | 5.18 | 5.23 | 1% |
| 71 | 24 | Qt | 23.06 | 23.29 | 1% |
| 72 | 3 | Relais Group | 14.20 | 14.34 | 1% |
| 73 | 4 | Koskisen | 8.52 | 8.52 | 0% |
| 74 | 46 | Remedy | 14.68 | 14.68 | 0% |
| 75 | 53 | Glaston | 1.09 | 1.09 | 0% |
| 76 | 28 | UPM | 22.23 | 22.23 | 0% |
| 77 | 54 | Anora | 3.63 | 3.59 | -1% |
| 78 | 55 | Auroora Group | 8.60 | 8.51 | -1% |
| 79 | 8 | Bittium | 26.00 | 25.74 | -1% |
| 80 | 40 | Foamit | 0.83 | 0.82 | -1% |
| 81 | 18 | NoHo Partners | 7.50 | 7.42 | -1% |
| 82 | 56 | Robit | 1.21 | 1.20 | -1% |
| 83 | 29 | Ovaro Kiinteistösijoitus | 2.86 | 2.83 | -1% |
| 84 | 38 | Enersense | 3.55 | 3.51 | -1% |
| 85 | 9 | Kreate | 27.60 | 27.32 | -1% |
| 86 | 17 | Apetit | 12.45 | 12.33 | -1% |
| 87 | 57 | Witted | 1.52 | 1.49 | -2% |
| 88 | 24 | Fiskars Group | 12.80 | 12.54 | -2% |
| 89 | 58 | Outokumpu | 5.56 | 5.45 | -2% |
| 90 | 56 | F-Secure | 1.82 | 1.79 | -2% |
| 91 | 40 | Ilkka | 3.95 | 3.87 | -2% |
| 92 | 59 | Luotea | 1.88 | 1.82 | -3% |
| 93 | 60 | Gofore | 9.90 | 9.60 | -3% |
| 94 | 39 | Aktia Bank plc | 11.24 | 10.90 | -3% |
| 95 | 52 | Tulikivi | 0.52 | 0.51 | -3% |
| 96 | 49 | SRV | 5.22 | 5.01 | -4% |
| 97 | 61 | Rapala VMC | 1.25 | 1.20 | -4% |
| 98 | 62 | Nurminen Logistics | 0.68 | 0.65 | -4% |
| 99 | 63 | Stora Enso | 9.17 | 8.81 | -4% |
| 100 | 50 | Asuntosalkku | 76.00 | 72.20 | -5% |
| 101 | 64 | Nokian Renkaat | 15.05 | 14.30 | -5% |
| 102 | 12 | Norrhydro | 1.22 | 1.16 | -5% |
| 103 | 38 | Boreo | 19.70 | 18.71 | -5% |
| 104 | 62 | Tokmanni Group | 7.10 | 6.67 | -6% |
| 105 | 65 | KPY | 4.00 | 3.76 | -6% |
| 106 | 66 | Merus Power | 4.71 | 4.43 | -6% |
| 107 | 42 | Revenio Group | 11.88 | 11.17 | -6% |
| 108 | 20 | Nokia | 8.70 | 8.18 | -6% |
| 109 | 63 | Metsä Board | 2.73 | 2.57 | -6% |
| 110 | 35 | Mandatum | 5.57 | 5.23 | -6% |
| 111 | 67 | Pihlajalinna | 9.66 | 9.08 | -6% |
| 112 | 38 | Exel Composites | 11.15 | 10.48 | -6% |
| 113 | 68 | Posti Group | 10.02 | 9.32 | -7% |
| 114 | 69 | Netum | 1.02 | 0.95 | -7% |
| 115 | 70 | Rebl Group Oyj | 1.13 | 1.05 | -7% |
| 116 | 61 | KH Group | 0.54 | 0.49 | -8% |
| 117 | 11 | Investors House | 3.46 | 3.18 | -8% |
| 118 | 71 | Honkarakenne | 2.68 | 2.47 | -8% |
| 119 | 51 | Springvest | 7.28 | 6.62 | -9% |
| 120 | 72 | Siili Solutions | 2.97 | 2.70 | -9% |
| 121 | 47 | YIT | 2.66 | 2.42 | -9% |
| 122 | 73 | Finnair | 4.39 | 3.95 | -10% |
| 123 | 46 | Kamux | 1.52 | 1.37 | -10% |
| 124 | 30 | Modulight | 1.08 | 0.97 | -10% |
| 125 | 36 | Digital Workforce | 2.55 | 2.29 | -10% |
| 126 | 74 | Sitowise | 2.60 | 2.34 | -10% |
| 127 | 75 | Vincit | 0.85 | 0.76 | -11% |
| 128 | 70 | Pallas Air | 0.54 | 0.48 | -11% |
| 129 | 33 | Tamtron | 4.52 | 4.02 | -11% |
| 130 | 31 | Solar Foods | 4.84 | 4.26 | -12% |
| 131 | 75 | Talenom | 1.17 | 1.03 | -12% |
| 132 | 69 | EcoUp | 1.18 | 1.03 | -12% |
| 133 | 76 | Wetteri | 0.18 | 0.16 | -13% |
| 134 | 69 | Duell | 2.07 | 1.80 | -13% |
| 135 | 64 | Herantis Pharma | 1.60 | 1.38 | -14% |
| 136 | 66 | Oriola | 0.90 | 0.77 | -14% |
| 137 | 78 | Lamor | 0.94 | 0.81 | -14% |
| 138 | 77 | Easor | 0.53 | 0.45 | -15% |
| 139 | 61 | Eezy | 0.18 | 0.15 | -15% |
| 140 | 72 | Panostaja | 0.29 | 0.25 | -15% |
| 141 | 73 | Kesla | 4.20 | 3.57 | -15% |
| 142 | 60 | Canatu A | 7.20 | 6.05 | -16% |
| 143 | 79 | Oma Säästöpankki | 16.88 | 14.18 | -16% |
| 144 | 57 | Martela | 0.48 | 0.40 | -18% |
| 145 | 13 | Kempower | 10.56 | 8.66 | -18% |
| 146 | 80 | Suominen | 0.70 | 0.57 | -18% |
| 147 | 71 | Solwers | 1.65 | 1.35 | -18% |
| 148 | 54 | Betolar | 1.16 | 0.94 | -19% |
| 149 | 24 | Optomed | 1.58 | 1.26 | -20% |
| 150 | 16 | QPR Software | 0.55 | 0.44 | -20% |
| 151 | 53 | Spinnova | 0.40 | 0.32 | -20% |
| 152 | 69 | Alisa Pankki | 0.13 | 0.10 | -20% |
| 153 | 21 | Nightingale Health | 0.83 | 0.66 | -20% |
| 154 | 80 | LeadDesk | 3.67 | 2.94 | -20% |
| 155 | 74 | Solteq | 0.25 | 0.19 | -22% |
| 156 | 31 | Faron Pharmaceuticals | 0.49 | 0.38 | -23% |
| 157 | 23 | SSH | 1.82 | 1.40 | -23% |
| 158 | 81 | Bioretec | 0.02 | 0.02 | -23% |
| 159 | 82 | Sunborn International | 0.19 | 0.15 | -23% |
| 160 | 81 | Aiforia Technologies | 1.22 | 0.91 | -25% |
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.79
| Sektori | Yhtiöt | |||||||
| 1 | Vaisala | |||||||
| 2 | GRK Infra | |||||||
| 3 | Raute | Relais Group | ||||||
| 4 | Alexandria Group | Viafin Service | Koskisen | |||||
| 5 | United Bankers | Kemira | ||||||
| 6 | Tekova | |||||||
| 7 | LapWall | Kone | ||||||
| 8 | Alma Media | Bittium | ||||||
| 9 | Componenta | Kreate | ||||||
| 10 | Orion | Sampo | ||||||
| 11 | Evli | Investors House | ||||||
| 12 | eQ | Norrhydro | ||||||
| 13 | Titanium | Kempower | ||||||
| 14 | Consti | Raisio | ||||||
| 15 | Harvia | Marimekko | Terveystalo | |||||
| 16 | Biohit | Digia | QPR Software | |||||
| 17 | Hiab Oyj | Konecranes | Apetit | |||||
| 18 | Scanfil | NoHo Partners | ||||||
| 19 | CapMan | Neste | ||||||
| 20 | Nexstim | Nokia | ||||||
| 21 | Fodelia | Nightingale Health | ||||||
| 22 | Lemonsoft | |||||||
| 23 | Taaleri | SSH | ||||||
| 24 | Orthex | Qt | Fiskars Group | Optomed | ||||
| 25 | Aallon Group | Arvo Sijoitusosuuskunta | ||||||
| 26 | Metso | Kalmar | ||||||
| 27 | Puuilo | Wärtsilä | ||||||
| 28 | Fondia | UPM | ||||||
| 29 | Huhtamäki | Ovaro Kiinteistösijoitus | ||||||
| 30 | Ponsse | Modulight | ||||||
| 31 | Enento Group | Solar Foods | Faron Pharmaceuticals | |||||
| 32 | Framery Group | |||||||
| 33 | Incap | Tamtron | ||||||
| 34 | Atria | HKFoods | ||||||
| 35 | Fortum | Mandatum | ||||||
| 36 | Detection Technology | Digital Workforce | ||||||
| 37 | Teleste | Wulff-Yhtiöt | ||||||
| 38 | Tecnotree | Enersense | Boreo | Exel Composites | ||||
| 39 | Nordea Bank | Aktia Bank plc | ||||||
| 40 | Kesko | Foamit | Ilkka | |||||
| 41 | Keskisuomalainen | Aspo | ||||||
| 42 | Toivo Group | Revenio Group | ||||||
| 43 | Valmet | Loihde | ||||||
| 44 | Sanoma | Verkkokauppa.com | ||||||
| 45 | Administer | |||||||
| 46 | Etteplan | Remedy | Kamux | |||||
| 47 | Admicom | YIT | ||||||
| 48 | Lassila & Tikanoja | |||||||
| 49 | Sotkamo Silver | SRV | ||||||
| 50 | Elisa | Asuntosalkku | ||||||
| 51 | Endomines | Springvest | ||||||
| 52 | Aspocomp | Tulikivi | ||||||
| 53 | Glaston | Spinnova | ||||||
| 54 | Anora | Betolar | ||||||
| 55 | Auroora Group | |||||||
| 56 | Robit | F-Secure | ||||||
| 57 | Witted | Martela | ||||||
| 58 | Outokumpu | |||||||
| 59 | Luotea | |||||||
| 60 | Gofore | Canatu A | ||||||
| 61 | Rapala VMC | KH Group | Eezy | |||||
| 62 | Nurminen Logistics | Tokmanni Group | ||||||
| 63 | Stora Enso | Metsä Board | ||||||
| 64 | Nokian Renkaat | Herantis Pharma | ||||||
| 65 | KPY | |||||||
| 66 | Merus Power | Oriola | ||||||
| 67 | Pihlajalinna | |||||||
| 68 | Posti Group | |||||||
| 69 | Netum | EcoUp | Duell | Alisa Pankki | ||||
| 70 | Rebl Group Oyj | Pallas Air | ||||||
| 71 | Honkarakenne | Solwers | ||||||
| 72 | Siili Solutions | Panostaja | ||||||
| 73 | Finnair | Kesla | ||||||
| 74 | Sitowise | Solteq | ||||||
| 75 | Vincit | Talenom | ||||||
| 76 | Wetteri | |||||||
| 77 | Easor | |||||||
| 78 | Lamor | |||||||
| 79 | Oma Säästöpankki | |||||||
| 80 | Suominen | LeadDesk | ||||||
| 81 | Bioretec | Aiforia Technologies | ||||||
| 82 | Sunborn International | |||||||
Timon OMXH-lista on viikottain päivitettävä suosituslista, joka on laskettu ottaen huomioon yritysten
Lista soveltuu parhaiten osakesäästäjälle, jonka sijoitushorisontti on vähintään muutaman vuoden mittainen. Laskentamenetelmä pyrkii erottelemaan firmat niiden osakkeen nykyisen arvostustason perusteella, minkä takia listan kärkipuolen osakkeille ennustetaan nousupotentiaalia. Vastaavasti listan loppupuolelle päätyneet osakkeet tulkitaan yliarvostetuiksi ja niiden arvioidaan laskevan.
Timon listaa ylläpitää yksityinen, riippumaton sijoittaja, joka perustaa omat sijoituksensa tämän listan antamaan informaatioon. Pyrimme huolellisuuteen, mutta emme takaa tietojen oikeellisuutta.
Tähän asti osakkeen nousupotentiaali on tarkoittanut seuraavaa:
Tästä eteenpäin osakkeen nousupotentiaali tarkoittaa seuraavaa: