Päivitetty 18.9.2026
| 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 | 19.41% | 18.05% | -1.37 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 612.69 | 1798.51 | 193.54% | 5.51% |
Päivitys 18.9.2026: Ei muutoksia mallisalkun sisältöön.
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 17.09.2026 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | GRK Infra | 25.15 | 29.17 | 16% |
| 2 | 2 | LapWall | 4.55 | 5.19 | 14% |
| 3 | 3 | Puuilo | 17.24 | 19.65 | 14% |
| 4 | 4 | Framery Group | 6.62 | 7.55 | 14% |
| 5 | 5 | Orion | 81.65 | 92.26 | 13% |
| 6 | 6 | Vaisala | 56.20 | 63.51 | 13% |
| 7 | 7 | Viafin Service | 19.65 | 22.20 | 13% |
| 8 | 8 | Evli | 24.30 | 27.46 | 13% |
| 9 | 9 | Elisa | 38.50 | 43.12 | 12% |
| 10 | 11 | Raute | 15.05 | 16.71 | 11% |
| 11 | 10 | Alma Media | 13.70 | 15.07 | 10% |
| 12 | 12 | Harvia | 43.35 | 47.69 | 10% |
| 13 | 14 | Titanium | 6.00 | 6.60 | 10% |
| 14 | 13 | Sanoma | 9.74 | 10.71 | 10% |
| 15 | 7 | Alexandria Group | 13.65 | 14.88 | 9% |
| 16 | 15 | Nordea Bank | 17.87 | 19.48 | 9% |
| 17 | 16 | Consti | 11.15 | 12.15 | 9% |
| 18 | 5 | Sampo | 9.51 | 10.27 | 8% |
| 19 | 2 | Kone | 50.46 | 54.50 | 8% |
| 20 | 17 | Kesko | 22.54 | 24.34 | 8% |
| 21 | 19 | Scanfil | 12.20 | 13.18 | 8% |
| 22 | 18 | Tekova | 1.13 | 1.22 | 8% |
| 23 | 21 | United Bankers | 24.80 | 26.54 | 7% |
| 24 | 20 | Kalmar | 39.28 | 42.03 | 7% |
| 25 | 22 | Fondia | 4.83 | 5.17 | 7% |
| 26 | 24 | Orthex | 4.60 | 4.88 | 6% |
| 27 | 23 | Aallon Group | 9.00 | 9.54 | 6% |
| 28 | 25 | Huhtamäki | 30.58 | 32.41 | 6% |
| 29 | 26 | eQ | 8.76 | 9.29 | 6% |
| 30 | 27 | Ponsse | 24.20 | 25.65 | 6% |
| 31 | 28 | Componenta | 7.48 | 7.93 | 6% |
| 32 | 29 | Wulff-Yhtiöt | 4.49 | 4.71 | 5% |
| 33 | 30 | Fodelia | 4.54 | 4.77 | 5% |
| 34 | 20 | Metso | 17.54 | 18.42 | 5% |
| 35 | 15 | Aktia Bank plc | 13.02 | 13.67 | 5% |
| 36 | 31 | CapMan | 1.75 | 1.82 | 4% |
| 37 | 33 | Verkkokauppa.com | 3.56 | 3.71 | 4% |
| 38 | 32 | Atria | 16.64 | 17.31 | 4% |
| 39 | 34 | Mandatum | 6.26 | 6.45 | 3% |
| 40 | 12 | Marimekko | 9.64 | 9.93 | 3% |
| 41 | 35 | Digia | 5.60 | 5.77 | 3% |
| 42 | 36 | Konecranes | 29.42 | 30.30 | 3% |
| 43 | 12 | Terveystalo | 7.73 | 7.96 | 3% |
| 44 | 37 | Etteplan | 8.26 | 8.51 | 3% |
| 45 | 36 | Hiab Oyj | 63.45 | 64.72 | 2% |
| 46 | 21 | Kemira | 17.35 | 17.70 | 2% |
| 47 | 38 | F-Secure | 1.99 | 2.03 | 2% |
| 48 | 39 | Nexstim | 9.87 | 10.07 | 2% |
| 49 | 28 | Kreate | 31.30 | 31.93 | 2% |
| 50 | 40 | Taaleri | 7.27 | 7.42 | 2% |
| 51 | 19 | NoHo Partners | 7.70 | 7.85 | 2% |
| 52 | 41 | Lassila & Tikanoja | 6.94 | 7.08 | 2% |
| 53 | 42 | Enento Group | 15.50 | 15.65 | 1% |
| 54 | 22 | UPM | 26.40 | 26.66 | 1% |
| 55 | 3 | Wärtsilä | 29.08 | 29.37 | 1% |
| 56 | 43 | Endomines | 10.02 | 10.02 | 0% |
| 57 | 35 | Biohit | 2.44 | 2.44 | 0% |
| 58 | 45 | Lemonsoft | 4.70 | 4.70 | 0% |
| 59 | 44 | Aspo | 7.12 | 7.12 | 0% |
| 60 | 46 | Valmet | 28.42 | 28.42 | 0% |
| 61 | 34 | Fortum | 24.43 | 24.43 | 0% |
| 62 | 44 | Keskisuomalainen | 9.22 | 9.22 | 0% |
| 63 | 23 | Arvo Sijoitusosuuskunta | 82.00 | 82.00 | 0% |
| 64 | 32 | HKFoods | 1.73 | 1.71 | -1% |
| 65 | 47 | Detection Technology | 7.60 | 7.52 | -1% |
| 66 | 30 | Admicom | 26.65 | 26.38 | -1% |
| 67 | 48 | Pihlajalinna | 11.14 | 11.03 | -1% |
| 68 | 29 | Teleste | 3.38 | 3.35 | -1% |
| 69 | 49 | Auroora Group | 11.96 | 11.72 | -2% |
| 70 | 16 | Raisio | 2.35 | 2.31 | -2% |
| 71 | 50 | Administer | 2.18 | 2.14 | -2% |
| 72 | 31 | Neste | 34.31 | 33.28 | -3% |
| 73 | 51 | Anora | 4.00 | 3.88 | -3% |
| 74 | 24 | Fiskars Group | 13.42 | 12.88 | -4% |
| 75 | 52 | Luotea | 1.91 | 1.84 | -4% |
| 76 | 53 | Qt | 33.14 | 31.81 | -4% |
| 77 | 11 | Relais Group | 14.00 | 13.44 | -4% |
| 78 | 54 | Gofore | 11.40 | 10.94 | -4% |
| 79 | 55 | Posti Group | 13.60 | 13.06 | -4% |
| 80 | 7 | Koskisen | 8.40 | 7.98 | -5% |
| 81 | 37 | Remedy | 19.88 | 18.89 | -5% |
| 82 | 57 | Incap | 8.22 | 7.81 | -5% |
| 83 | 56 | Enersense | 4.87 | 4.63 | -5% |
| 84 | 46 | Loihde | 12.25 | 11.64 | -5% |
| 85 | 10 | Bittium | 38.20 | 36.29 | -5% |
| 86 | 56 | Tecnotree | 6.37 | 5.99 | -6% |
| 87 | 58 | Aspocomp | 5.38 | 5.06 | -6% |
| 88 | 59 | Stora Enso | 10.64 | 10.00 | -6% |
| 89 | 60 | Sotkamo Silver | 0.45 | 0.42 | -6% |
| 90 | 38 | Robit | 1.39 | 1.30 | -6% |
| 91 | 61 | Toivo Group | 0.90 | 0.84 | -6% |
| 92 | 62 | Tokmanni Group | 7.05 | 6.56 | -7% |
| 93 | 13 | Foamit | 0.84 | 0.77 | -8% |
| 94 | 63 | Witted | 1.63 | 1.50 | -8% |
| 95 | 56 | Boreo | 24.00 | 22.08 | -8% |
| 96 | 56 | Exel Composites | 14.10 | 12.97 | -8% |
| 97 | 64 | Rapala VMC | 1.68 | 1.55 | -8% |
| 98 | 66 | Nokian Panimo | 2.48 | 2.26 | -9% |
| 99 | 65 | Merus Power | 5.68 | 5.17 | -9% |
| 100 | 36 | Apetit | 12.55 | 11.42 | -9% |
| 101 | 68 | Nokian Renkaat | 15.94 | 14.51 | -9% |
| 102 | 67 | Finnair | 4.51 | 4.10 | -9% |
| 103 | 26 | Norrhydro | 1.22 | 1.11 | -9% |
| 104 | 9 | Asuntosalkku | 76.50 | 69.62 | -9% |
| 105 | 69 | Glaston | 1.01 | 0.91 | -10% |
| 106 | 25 | Ovaro Kiinteistösijoitus | 2.82 | 2.54 | -10% |
| 107 | 62 | Nurminen Logistics | 0.59 | 0.53 | -10% |
| 108 | 59 | Metsä Board | 3.40 | 3.06 | -10% |
| 109 | 65 | Oriola | 0.89 | 0.80 | -10% |
| 110 | 47 | Digital Workforce | 2.59 | 2.31 | -11% |
| 111 | 28 | Ilkka | 3.74 | 3.33 | -11% |
| 112 | 58 | Tulikivi | 0.54 | 0.48 | -11% |
| 113 | 70 | Talenom | 1.20 | 1.06 | -12% |
| 114 | 71 | Outokumpu | 5.46 | 4.80 | -12% |
| 115 | 60 | SRV | 9.24 | 8.13 | -12% |
| 116 | 43 | Springvest | 8.34 | 7.26 | -13% |
| 117 | 26 | KH Group | 0.89 | 0.77 | -13% |
| 118 | 17 | YIT | 3.85 | 3.31 | -14% |
| 119 | 37 | Kamux | 1.51 | 1.30 | -14% |
| 120 | 72 | Sitowise | 2.51 | 2.16 | -14% |
| 121 | 8 | Investors House | 3.00 | 2.58 | -14% |
| 122 | 70 | Vincit | 1.04 | 0.89 | -14% |
| 123 | 39 | Nokia | 9.25 | 7.96 | -14% |
| 124 | 73 | Rebl Group Oyj | 1.03 | 0.89 | -14% |
| 125 | 61 | Revenio Group | 13.46 | 11.44 | -15% |
| 126 | 74 | Wetteri | 0.17 | 0.14 | -15% |
| 127 | 75 | Oma Säästöpankki | 17.16 | 14.41 | -16% |
| 128 | 63 | Martela | 0.65 | 0.54 | -16% |
| 129 | 73 | Pallas Air | 0.46 | 0.38 | -17% |
| 130 | 76 | Honkarakenne | 2.43 | 2.02 | -17% |
| 131 | 42 | Solar Foods | 5.10 | 4.23 | -17% |
| 132 | 77 | KPY | 3.41 | 2.80 | -18% |
| 133 | 57 | Tamtron | 4.10 | 3.36 | -18% |
| 134 | 78 | Siili Solutions | 3.02 | 2.48 | -18% |
| 135 | 67 | Kesla | 4.09 | 3.35 | -18% |
| 136 | 78 | Panostaja | 0.28 | 0.23 | -19% |
| 137 | 79 | Lamor | 0.86 | 0.70 | -19% |
| 138 | 27 | Modulight | 1.12 | 0.91 | -19% |
| 139 | 14 | Kempower | 9.90 | 8.02 | -19% |
| 140 | 72 | Solteq | 0.37 | 0.29 | -21% |
| 141 | 26 | Eezy | 0.20 | 0.15 | -21% |
| 142 | 80 | Duell | 2.40 | 1.90 | -21% |
| 143 | 81 | Easor | 0.50 | 0.39 | -22% |
| 144 | 64 | Solwers | 1.48 | 1.15 | -22% |
| 145 | 80 | Netum | 0.70 | 0.55 | -22% |
| 146 | 80 | EcoUp | 1.08 | 0.84 | -23% |
| 147 | 40 | SSH | 2.17 | 1.67 | -23% |
| 148 | 69 | Spinnova | 0.48 | 0.36 | -24% |
| 149 | 76 | Alisa Pankki | 0.13 | 0.10 | -24% |
| 150 | 42 | Faron Pharmaceuticals | 0.41 | 0.31 | -25% |
| 151 | 82 | Suominen | 0.65 | 0.49 | -25% |
| 152 | 35 | QPR Software | 0.52 | 0.39 | -25% |
| 153 | 33 | Sunborn International | 0.17 | 0.12 | -25% |
| 154 | 82 | LeadDesk | 2.76 | 2.04 | -26% |
| 155 | 68 | Herantis Pharma | 1.39 | 1.03 | -26% |
| 156 | 53 | Optomed | 1.56 | 1.15 | -26% |
| 157 | 30 | Nightingale Health | 0.86 | 0.63 | -27% |
| 158 | 83 | Bioretec | 0.03 | 0.02 | -29% |
| 159 | 54 | Canatu A | 5.55 | 3.94 | -29% |
| 160 | 51 | Betolar | 0.95 | 0.66 | -31% |
| 161 | 83 | Aiforia Technologies | 0.89 | 0.60 | -33% |
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.79
| Sektori | Yhtiöt | |||||||
| 1 | GRK Infra | |||||||
| 2 | LapWall | Kone | ||||||
| 3 | Puuilo | Wärtsilä | ||||||
| 4 | Framery Group | |||||||
| 5 | Orion | Sampo | ||||||
| 6 | Vaisala | |||||||
| 7 | Viafin Service | Alexandria Group | Koskisen | |||||
| 8 | Evli | Investors House | ||||||
| 9 | Elisa | Asuntosalkku | ||||||
| 10 | Alma Media | Bittium | ||||||
| 11 | Raute | Relais Group | ||||||
| 12 | Harvia | Marimekko | Terveystalo | |||||
| 13 | Sanoma | Foamit | ||||||
| 14 | Titanium | Kempower | ||||||
| 15 | Nordea Bank | Aktia Bank plc | ||||||
| 16 | Consti | Raisio | ||||||
| 17 | Kesko | YIT | ||||||
| 18 | Tekova | |||||||
| 19 | Scanfil | NoHo Partners | ||||||
| 20 | Kalmar | Metso | ||||||
| 21 | United Bankers | Kemira | ||||||
| 22 | Fondia | UPM | ||||||
| 23 | Aallon Group | Arvo Sijoitusosuuskunta | ||||||
| 24 | Orthex | Fiskars Group | ||||||
| 25 | Huhtamäki | Ovaro Kiinteistösijoitus | ||||||
| 26 | eQ | Norrhydro | KH Group | Eezy | ||||
| 27 | Ponsse | Modulight | ||||||
| 28 | Componenta | Kreate | Ilkka | |||||
| 29 | Wulff-Yhtiöt | Teleste | ||||||
| 30 | Fodelia | Admicom | Nightingale Health | |||||
| 31 | CapMan | Neste | ||||||
| 32 | Atria | HKFoods | ||||||
| 33 | Verkkokauppa.com | Sunborn International | ||||||
| 34 | Mandatum | Fortum | ||||||
| 35 | Digia | Biohit | QPR Software | |||||
| 36 | Konecranes | Hiab Oyj | Apetit | |||||
| 37 | Etteplan | Remedy | Kamux | |||||
| 38 | F-Secure | Robit | ||||||
| 39 | Nexstim | Nokia | ||||||
| 40 | Taaleri | SSH | ||||||
| 41 | Lassila & Tikanoja | |||||||
| 42 | Enento Group | Solar Foods | Faron Pharmaceuticals | |||||
| 43 | Endomines | Springvest | ||||||
| 44 | Aspo | Keskisuomalainen | ||||||
| 45 | Lemonsoft | |||||||
| 46 | Valmet | Loihde | ||||||
| 47 | Detection Technology | Digital Workforce | ||||||
| 48 | Pihlajalinna | |||||||
| 49 | Auroora Group | |||||||
| 50 | Administer | |||||||
| 51 | Anora | Betolar | ||||||
| 52 | Luotea | |||||||
| 53 | Qt | Optomed | ||||||
| 54 | Gofore | Canatu A | ||||||
| 55 | Posti Group | |||||||
| 56 | Enersense | Tecnotree | Boreo | Exel Composites | ||||
| 57 | Incap | Tamtron | ||||||
| 58 | Aspocomp | Tulikivi | ||||||
| 59 | Stora Enso | Metsä Board | ||||||
| 60 | Sotkamo Silver | SRV | ||||||
| 61 | Toivo Group | Revenio Group | ||||||
| 62 | Tokmanni Group | Nurminen Logistics | ||||||
| 63 | Witted | Martela | ||||||
| 64 | Rapala VMC | Solwers | ||||||
| 65 | Merus Power | Oriola | ||||||
| 66 | Nokian Panimo | |||||||
| 67 | Finnair | Kesla | ||||||
| 68 | Nokian Renkaat | Herantis Pharma | ||||||
| 69 | Glaston | Spinnova | ||||||
| 70 | Talenom | Vincit | ||||||
| 71 | Outokumpu | |||||||
| 72 | Sitowise | Solteq | ||||||
| 73 | Rebl Group Oyj | Pallas Air | ||||||
| 74 | Wetteri | |||||||
| 75 | Oma Säästöpankki | |||||||
| 76 | Honkarakenne | Alisa Pankki | ||||||
| 77 | KPY | |||||||
| 78 | Siili Solutions | Panostaja | ||||||
| 79 | Lamor | |||||||
| 80 | Duell | Netum | EcoUp | |||||
| 81 | Easor | |||||||
| 82 | Suominen | LeadDesk | ||||||
| 83 | Bioretec | Aiforia Technologies | ||||||
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: