Päivitetty 23.1.2026
| Timon listan laskennallinen mallisalkku verrattuna OMXH25-indeksiin |
| Timon OMXH-lista ja 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 | 3.35% | 8.64% | 5.28 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 530.30 | 1655.12 | 212.11% | 6.04% |
Päivitys 23.1.2026: Ei muutoksia mallisalkun sisältöön.
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.79
| Sektori | Yhtiöt | |||||
| 1 | Sotkamo Silver | SRV | ||||
| 2 | Endomines | Springvest | ||||
| 3 | Wulff-Yhtiöt | Merus Power | ||||
| 4 | Atria | HKFoods | ||||
| 5 | Alexandria Group | Alma Media | ||||
| 6 | Aspo | F-Secure | ||||
| 7 | Anora | Rapala VMC | ||||
| 8 | Konecranes | Hiab Oyj | Apetit | |||
| 9 | Outokumpu | CapMan | Betolar | |||
| 10 | Exel Composites | Solteq | ||||
| 11 | Kreate | Kesko | ||||
| 12 | Keskisuomalainen | |||||
| 13 | Arvo Sijoitusosuuskunta | Aallon Group | ||||
| 14 | Tietoevry | Siili Solutions | ||||
| 15 | Kalmar | Aktia Bank plc | Nordea Bank | |||
| 16 | Evli | |||||
| 17 | Oma Säästöpankki | |||||
| 18 | Aspocomp | Asuntosalkku | Elisa | |||
| 19 | Tamtron | Incap | ||||
| 20 | Koskisen | Kemira | ||||
| 21 | Tekova | Metso | ||||
| 22 | Orion | Sampo | ||||
| 23 | Nokia | Foamit | ||||
| 24 | LapWall | Biohit | ||||
| 25 | Bittium | Viafin Service | ||||
| 26 | Tulikivi | Panostaja | ||||
| 27 | Fortum | Componenta | ||||
| 28 | Taaleri | Lamor | ||||
| 29 | Norrhydro | eQ | ||||
| 30 | GRK Infra | |||||
| 31 | Neste | Pallas Air | ||||
| 32 | Teleste | Finnair | ||||
| 33 | Wärtsilä | Puuilo | ||||
| 34 | Nokian Renkaat | Detection Technology | ||||
| 35 | Enersense | Eezy | Sitowise | |||
| 36 | Kamux | Remedy | ||||
| 37 | Consti | Valmet | ||||
| 38 | Lassila & Tikanoja | |||||
| 39 | Luotea | |||||
| 40 | Relais Group | Qt | ||||
| 41 | Stora Enso | Metsä Board | ||||
| 42 | Honkarakenne | Alisa Pankki | KH Group | |||
| 43 | WithSecure | |||||
| 44 | Verkkokauppa.com | Ilkka | ||||
| 45 | Kone | Raisio | ||||
| 46 | Fondia | Enento Group | Administer | |||
| 47 | YIT | Admicom | ||||
| 48 | Solwers | Vincit | ||||
| 49 | QPR Software | Mandatum | ||||
| 50 | Orthex | Optomed | ||||
| 51 | Harvia | Marimekko | ||||
| 52 | Herantis Pharma | |||||
| 53 | Kempower | Titanium | ||||
| 54 | Solar Foods | Faron Pharmaceuticals | ||||
| 55 | Canatu A | UPM | ||||
| 56 | Oriola | Lemonsoft | ||||
| 57 | Kesla | Etteplan | ||||
| 58 | Huhtamäki | Ovaro Kiinteistösijoitus | ||||
| 59 | Raute | Fodelia | ||||
| 60 | United Bankers | Investors House | ||||
| 61 | LeadDesk | Suominen | ||||
| 62 | Vaisala | Nexstim | ||||
| 63 | SSH | |||||
| 64 | Toivo Group | Revenio Group | ||||
| 65 | Ponsse | Modulight | ||||
| 66 | Robit | EcoUp | ||||
| 67 | Terveystalo | Nightingale Health | ||||
| 68 | Witted | Martela | ||||
| 69 | Scanfil | NoHo Partners | ||||
| 70 | Spinnova | Glaston | ||||
| 71 | Digia | Sanoma | ||||
| 72 | Pihlajalinna | |||||
| 73 | Boreo | Tecnotree | ||||
| 74 | Nurminen Logistics | Tokmanni Group | ||||
| 75 | Loihde | Fiskars Group | ||||
| 76 | Wetteri | |||||
| 77 | Sunborn International | |||||
| 78 | Gofore | Digital Workforce | ||||
| 79 | Rebl Group Oyj | Talenom | ||||
| 80 | Duell | Netum | ||||
| 81 | Aiforia Technologies | Bioretec | ||||
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 22.01.2026 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | Sotkamo Silver | 0.50 | 0.63 | 26% |
| 2 | 2 | Endomines | 30.95 | 38.38 | 24% |
| 3 | 3 | Wulff-Yhtiöt | 4.18 | 5.10 | 22% |
| 4 | 4 | Atria | 16.45 | 19.90 | 21% |
| 5 | 5 | Alexandria Group | 11.20 | 13.44 | 20% |
| 6 | 6 | Aspo | 7.62 | 9.14 | 20% |
| 7 | 7 | Anora | 4.08 | 4.89 | 20% |
| 8 | 8 | Konecranes | 99.15 | 117.00 | 18% |
| 9 | 9 | Outokumpu | 4.90 | 5.78 | 18% |
| 10 | 10 | Exel Composites | 0.57 | 0.67 | 17% |
| 11 | 11 | Kreate | 13.20 | 15.44 | 17% |
| 12 | 12 | Keskisuomalainen | 9.62 | 11.26 | 17% |
| 13 | 13 | Arvo Sijoitusosuuskunta | 80.00 | 93.60 | 17% |
| 14 | 14 | Tietoevry | 19.22 | 22.30 | 16% |
| 15 | 15 | Kalmar | 42.52 | 49.32 | 16% |
| 16 | 17 | Oma Säästöpankki | 13.20 | 15.31 | 16% |
| 17 | 16 | Evli | 24.80 | 28.77 | 16% |
| 18 | 18 | Aspocomp | 5.34 | 6.19 | 16% |
| 19 | 19 | Tamtron | 6.02 | 6.92 | 15% |
| 20 | 15 | Aktia Bank plc | 12.62 | 14.51 | 15% |
| 21 | 20 | Koskisen | 9.50 | 10.92 | 15% |
| 22 | 21 | Tekova | 1.36 | 1.57 | 15% |
| 23 | 15 | Nordea Bank | 16.95 | 19.49 | 15% |
| 24 | 22 | Orion | 69.40 | 79.12 | 14% |
| 25 | 21 | Metso | 16.48 | 18.79 | 14% |
| 26 | 23 | Nokia | 5.56 | 6.34 | 14% |
| 27 | 24 | LapWall | 4.24 | 4.83 | 14% |
| 28 | 25 | Bittium | 39.30 | 44.80 | 14% |
| 29 | 26 | Tulikivi | 0.59 | 0.67 | 14% |
| 30 | 27 | Fortum | 19.50 | 22.03 | 13% |
| 31 | 28 | Taaleri | 7.88 | 8.90 | 13% |
| 32 | 29 | Norrhydro | 1.40 | 1.58 | 13% |
| 33 | 31 | Neste | 20.83 | 23.54 | 13% |
| 34 | 30 | GRK Infra | 14.21 | 15.92 | 12% |
| 35 | 32 | Teleste | 3.87 | 4.33 | 12% |
| 36 | 33 | Wärtsilä | 32.99 | 36.95 | 12% |
| 37 | 34 | Nokian Renkaat | 11.34 | 12.70 | 12% |
| 38 | 35 | Enersense | 3.83 | 4.29 | 12% |
| 39 | 36 | Kamux | 2.27 | 2.51 | 11% |
| 40 | 2 | Springvest | 9.98 | 11.08 | 11% |
| 41 | 37 | Consti | 11.25 | 12.49 | 11% |
| 42 | 38 | Lassila & Tikanoja | 7.45 | 8.20 | 10% |
| 43 | 39 | Luotea | 2.98 | 3.28 | 10% |
| 44 | 37 | Valmet | 29.68 | 32.65 | 10% |
| 45 | 11 | Kesko | 20.64 | 22.70 | 10% |
| 46 | 6 | F-Secure | 1.89 | 2.08 | 10% |
| 47 | 40 | Relais Group | 17.15 | 18.86 | 10% |
| 48 | 28 | Lamor | 1.30 | 1.43 | 10% |
| 49 | 5 | Alma Media | 14.55 | 15.86 | 9% |
| 50 | 41 | Stora Enso | 10.52 | 11.46 | 9% |
| 51 | 42 | Honkarakenne | 2.86 | 3.12 | 9% |
| 52 | 43 | WithSecure | 1.71 | 1.87 | 9% |
| 53 | 20 | Kemira | 20.26 | 21.88 | 8% |
| 54 | 44 | Verkkokauppa.com | 3.81 | 4.11 | 8% |
| 55 | 45 | Kone | 62.84 | 67.87 | 8% |
| 56 | 45 | Raisio | 2.71 | 2.93 | 8% |
| 57 | 46 | Fondia | 4.96 | 5.31 | 7% |
| 58 | 4 | HKFoods | 1.58 | 1.70 | 7% |
| 59 | 47 | YIT | 3.33 | 3.56 | 7% |
| 60 | 48 | Solwers | 2.36 | 2.53 | 7% |
| 61 | 23 | Foamit | 0.90 | 0.96 | 7% |
| 62 | 49 | QPR Software | 0.90 | 0.95 | 6% |
| 63 | 49 | Mandatum | 6.82 | 7.23 | 6% |
| 64 | 9 | CapMan | 1.96 | 2.08 | 6% |
| 65 | 27 | Componenta | 4.42 | 4.69 | 6% |
| 66 | 50 | Orthex | 4.87 | 5.11 | 5% |
| 67 | 1 | SRV | 5.28 | 5.54 | 5% |
| 68 | 31 | Pallas Air | 0.92 | 0.96 | 5% |
| 69 | 8 | Hiab Oyj | 51.05 | 53.60 | 5% |
| 70 | 32 | Finnair | 3.00 | 3.12 | 4% |
| 71 | 51 | Harvia | 43.30 | 45.03 | 4% |
| 72 | 52 | Herantis Pharma | 2.40 | 2.50 | 4% |
| 73 | 53 | Kempower | 15.42 | 16.04 | 4% |
| 74 | 19 | Incap | 10.08 | 10.38 | 3% |
| 75 | 54 | Solar Foods | 5.72 | 5.89 | 3% |
| 76 | 55 | Canatu A | 9.50 | 9.69 | 2% |
| 77 | 34 | Detection Technology | 11.20 | 11.42 | 2% |
| 78 | 24 | Biohit | 3.29 | 3.32 | 1% |
| 79 | 56 | Oriola | 1.16 | 1.17 | 1% |
| 80 | 36 | Remedy | 15.52 | 15.68 | 1% |
| 81 | 55 | UPM | 24.42 | 24.42 | 0% |
| 82 | 57 | Kesla | 2.96 | 2.96 | 0% |
| 83 | 58 | Huhtamäki | 30.32 | 30.32 | 0% |
| 84 | 44 | Ilkka | 3.90 | 3.86 | -1% |
| 85 | 25 | Viafin Service | 19.95 | 19.75 | -1% |
| 86 | 46 | Enento Group | 16.02 | 15.86 | -1% |
| 87 | 59 | Raute | 14.65 | 14.36 | -2% |
| 88 | 60 | United Bankers | 18.60 | 18.04 | -3% |
| 89 | 53 | Titanium | 6.62 | 6.42 | -3% |
| 90 | 47 | Admicom | 46.00 | 44.62 | -3% |
| 91 | 18 | Asuntosalkku | 82.00 | 78.72 | -4% |
| 92 | 61 | LeadDesk | 7.12 | 6.84 | -4% |
| 93 | 51 | Marimekko | 12.84 | 12.20 | -5% |
| 94 | 62 | Vaisala | 45.20 | 42.94 | -5% |
| 95 | 63 | SSH | 3.03 | 2.88 | -5% |
| 96 | 64 | Toivo Group | 0.95 | 0.90 | -5% |
| 97 | 35 | Eezy | 0.81 | 0.77 | -5% |
| 98 | 65 | Ponsse | 26.40 | 25.08 | -5% |
| 99 | 67 | Terveystalo | 9.97 | 9.47 | -5% |
| 100 | 66 | Robit | 1.14 | 1.08 | -5% |
| 101 | 42 | Alisa Pankki | 0.21 | 0.20 | -5% |
| 102 | 69 | Scanfil | 10.10 | 9.49 | -6% |
| 103 | 68 | Witted | 1.45 | 1.36 | -6% |
| 104 | 70 | Spinnova | 0.48 | 0.45 | -6% |
| 105 | 42 | KH Group | 0.46 | 0.43 | -6% |
| 106 | 3 | Merus Power | 4.70 | 4.37 | -7% |
| 107 | 58 | Ovaro Kiinteistösijoitus | 3.22 | 2.99 | -7% |
| 108 | 71 | Sanoma | 9.84 | 9.05 | -8% |
| 109 | 71 | Digia | 6.36 | 5.85 | -8% |
| 110 | 8 | Apetit | 13.90 | 12.79 | -8% |
| 111 | 9 | Betolar | 1.15 | 1.03 | -10% |
| 112 | 62 | Nexstim | 12.90 | 11.61 | -10% |
| 113 | 72 | Pihlajalinna | 14.40 | 12.96 | -10% |
| 114 | 22 | Sampo | 9.79 | 8.81 | -10% |
| 115 | 13 | Aallon Group | 10.55 | 9.39 | -11% |
| 116 | 74 | Nurminen Logistics | 0.95 | 0.85 | -11% |
| 117 | 73 | Boreo | 14.40 | 12.82 | -11% |
| 118 | 75 | Loihde | 11.45 | 10.19 | -11% |
| 119 | 69 | NoHo Partners | 8.20 | 7.22 | -12% |
| 120 | 70 | Glaston | 1.15 | 1.01 | -12% |
| 121 | 50 | Optomed | 3.81 | 3.32 | -13% |
| 122 | 76 | Wetteri | 0.19 | 0.16 | -14% |
| 123 | 65 | Modulight | 1.16 | 1.00 | -14% |
| 124 | 74 | Tokmanni Group | 7.93 | 6.82 | -14% |
| 125 | 77 | Sunborn International | 0.33 | 0.28 | -14% |
| 126 | 29 | eQ | 10.80 | 9.18 | -15% |
| 127 | 57 | Etteplan | 9.42 | 8.01 | -15% |
| 128 | 26 | Panostaja | 0.37 | 0.32 | -15% |
| 129 | 78 | Gofore | 13.46 | 11.31 | -16% |
| 130 | 41 | Metsä Board | 2.88 | 2.42 | -16% |
| 131 | 14 | Siili Solutions | 4.59 | 3.81 | -17% |
| 132 | 48 | Vincit | 1.30 | 1.08 | -17% |
| 133 | 73 | Tecnotree | 3.96 | 3.29 | -17% |
| 134 | 46 | Administer | 2.34 | 1.94 | -17% |
| 135 | 75 | Fiskars Group | 12.56 | 10.42 | -17% |
| 136 | 33 | Puuilo | 12.45 | 10.21 | -18% |
| 137 | 7 | Rapala VMC | 1.22 | 1.00 | -18% |
| 138 | 59 | Fodelia | 5.12 | 4.20 | -18% |
| 139 | 61 | Suominen | 1.74 | 1.41 | -19% |
| 140 | 79 | Rebl Group Oyj | 1.05 | 0.85 | -19% |
| 141 | 64 | Revenio Group | 21.50 | 16.98 | -21% |
| 142 | 60 | Investors House | 3.78 | 2.99 | -21% |
| 143 | 56 | Lemonsoft | 5.72 | 4.52 | -21% |
| 144 | 18 | Elisa | 36.68 | 28.98 | -21% |
| 145 | 35 | Sitowise | 2.26 | 1.76 | -22% |
| 146 | 79 | Talenom | 2.82 | 2.17 | -23% |
| 147 | 78 | Digital Workforce | 2.50 | 1.93 | -23% |
| 148 | 80 | Duell | 2.86 | 2.17 | -24% |
| 149 | 66 | EcoUp | 1.38 | 1.05 | -24% |
| 150 | 40 | Qt | 31.06 | 23.61 | -24% |
| 151 | 54 | Faron Pharmaceuticals | 1.95 | 1.44 | -26% |
| 152 | 67 | Nightingale Health | 1.90 | 1.39 | -27% |
| 153 | 68 | Martela | 0.70 | 0.50 | -28% |
| 154 | 80 | Netum | 1.10 | 0.79 | -28% |
| 155 | 81 | Aiforia Technologies | 2.27 | 1.63 | -28% |
| 156 | 10 | Solteq | 0.40 | 0.28 | -29% |
| 157 | 81 | Bioretec | 0.47 | 0.33 | -29% |
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: