Päivitetty 21.8.2026
| 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 | 14.35% | 14.96% | 0.61 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 586.71 | 1751.46 | 198.52% | 5.62% |
Päivitys 21.8.2026: Ei muutoksia mallisalkun sisältöön.
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 20.08.2026 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | GRK Infra | 20.85 | 25.02 | 20% |
| 2 | 2 | Alexandria Group | 15.00 | 17.70 | 18% |
| 3 | 2 | Viafin Service | 19.85 | 23.22 | 17% |
| 4 | 3 | Vaisala | 53.40 | 62.48 | 17% |
| 5 | 4 | Alma Media | 14.10 | 16.36 | 16% |
| 6 | 5 | LapWall | 4.45 | 5.16 | 16% |
| 7 | 7 | Orion | 79.05 | 91.70 | 16% |
| 8 | 6 | Evli | 25.00 | 28.75 | 15% |
| 9 | 8 | United Bankers | 24.90 | 28.39 | 14% |
| 10 | 9 | Componenta | 8.12 | 9.26 | 14% |
| 11 | 10 | Harvia | 42.95 | 48.96 | 14% |
| 12 | 11 | Titanium | 6.12 | 6.98 | 14% |
| 13 | 13 | Raute | 14.65 | 16.55 | 13% |
| 14 | 12 | Tekova | 1.18 | 1.33 | 13% |
| 15 | 15 | CapMan | 1.86 | 2.08 | 12% |
| 16 | 14 | Orthex | 4.59 | 5.05 | 10% |
| 17 | 16 | Biohit | 2.65 | 2.92 | 10% |
| 18 | 18 | Metso | 16.56 | 18.22 | 10% |
| 19 | 17 | eQ | 8.96 | 9.77 | 9% |
| 20 | 19 | Framery Group | 6.52 | 7.11 | 9% |
| 21 | 20 | Fodelia | 4.54 | 4.90 | 8% |
| 22 | 21 | Puuilo | 16.60 | 17.93 | 8% |
| 23 | 22 | Fondia | 5.08 | 5.49 | 8% |
| 24 | 5 | Kone | 50.84 | 54.91 | 8% |
| 25 | 23 | Huhtamäki | 31.66 | 34.19 | 8% |
| 26 | 25 | Endomines | 9.17 | 9.90 | 8% |
| 27 | 24 | Aallon Group | 9.06 | 9.78 | 8% |
| 28 | 26 | Consti | 10.90 | 11.77 | 8% |
| 29 | 27 | Ponsse | 23.20 | 24.82 | 7% |
| 30 | 28 | Sanoma | 9.30 | 9.95 | 7% |
| 31 | 18 | Kalmar | 37.72 | 40.36 | 7% |
| 32 | 7 | Sampo | 9.62 | 10.20 | 6% |
| 33 | 29 | Taaleri | 7.28 | 7.72 | 6% |
| 34 | 31 | Scanfil | 11.56 | 12.25 | 6% |
| 35 | 30 | Enento Group | 15.66 | 16.44 | 5% |
| 36 | 32 | Nexstim | 9.08 | 9.53 | 5% |
| 37 | 26 | Raisio | 2.48 | 2.60 | 5% |
| 38 | 10 | Marimekko | 9.37 | 9.84 | 5% |
| 39 | 33 | Wulff-Yhtiöt | 4.23 | 4.44 | 5% |
| 40 | 8 | Kemira | 17.25 | 18.11 | 5% |
| 41 | 34 | Konecranes | 27.62 | 29.00 | 5% |
| 42 | 35 | Auroora Group | 9.99 | 10.49 | 5% |
| 43 | 36 | Etteplan | 8.12 | 8.44 | 4% |
| 44 | 37 | Atria | 15.88 | 16.52 | 4% |
| 45 | 38 | Kesko | 21.72 | 22.59 | 4% |
| 46 | 16 | Digia | 5.54 | 5.76 | 4% |
| 47 | 34 | Hiab Oyj | 60.80 | 63.23 | 4% |
| 48 | 39 | Detection Technology | 8.00 | 8.24 | 3% |
| 49 | 4 | Bittium | 39.25 | 40.43 | 3% |
| 50 | 20 | Terveystalo | 7.71 | 7.94 | 3% |
| 51 | 14 | Admicom | 27.00 | 27.81 | 3% |
| 52 | 40 | Tecnotree | 6.80 | 7.00 | 3% |
| 53 | 41 | Fortum | 19.86 | 20.46 | 3% |
| 54 | 15 | Neste | 32.65 | 33.63 | 3% |
| 55 | 24 | Arvo Sijoitusosuuskunta | 79.51 | 81.90 | 3% |
| 56 | 43 | Lemonsoft | 4.33 | 4.46 | 3% |
| 57 | 42 | Keskisuomalainen | 10.20 | 10.40 | 2% |
| 58 | 45 | Elisa | 35.78 | 36.50 | 2% |
| 59 | 44 | Aspo | 7.32 | 7.47 | 2% |
| 60 | 46 | Qt | 34.54 | 35.23 | 2% |
| 61 | 47 | Nordea Bank | 17.08 | 17.42 | 2% |
| 62 | 48 | Gofore | 11.58 | 11.81 | 2% |
| 63 | 49 | Valmet | 27.40 | 27.95 | 2% |
| 64 | 50 | Lassila & Tikanoja | 7.02 | 7.16 | 2% |
| 65 | 22 | UPM | 23.58 | 23.82 | 1% |
| 66 | 21 | Wärtsilä | 29.43 | 29.72 | 1% |
| 67 | 36 | Remedy | 17.38 | 17.55 | 1% |
| 68 | 51 | Sotkamo Silver | 0.48 | 0.48 | 1% |
| 69 | 28 | Verkkokauppa.com | 3.67 | 3.71 | 1% |
| 70 | 33 | Teleste | 3.39 | 3.39 | 0% |
| 71 | 52 | Aspocomp | 5.58 | 5.58 | 0% |
| 72 | 31 | NoHo Partners | 7.96 | 7.96 | 0% |
| 73 | 46 | Fiskars Group | 13.76 | 13.76 | 0% |
| 74 | 49 | Loihde | 12.25 | 12.25 | 0% |
| 75 | 53 | F-Secure | 2.03 | 2.01 | -1% |
| 76 | 6 | Koskisen | 8.68 | 8.59 | -1% |
| 77 | 9 | Kreate | 28.10 | 27.82 | -1% |
| 78 | 47 | Aktia Bank plc | 12.20 | 11.96 | -2% |
| 79 | 40 | Enersense | 3.81 | 3.73 | -2% |
| 80 | 54 | Anora | 3.84 | 3.76 | -2% |
| 81 | 13 | Relais Group | 14.55 | 14.26 | -2% |
| 82 | 55 | Foamit | 0.85 | 0.83 | -2% |
| 83 | 56 | Administer | 2.20 | 2.16 | -2% |
| 84 | 41 | Mandatum | 6.13 | 6.01 | -2% |
| 85 | 57 | Glaston | 1.08 | 1.06 | -2% |
| 86 | 58 | Revenio Group | 14.26 | 13.83 | -3% |
| 87 | 59 | Stora Enso | 9.73 | 9.44 | -3% |
| 88 | 60 | Incap | 7.95 | 7.71 | -3% |
| 89 | 53 | Robit | 1.28 | 1.24 | -3% |
| 90 | 61 | Witted | 1.60 | 1.54 | -4% |
| 91 | 17 | Norrhydro | 1.27 | 1.22 | -4% |
| 92 | 37 | HKFoods | 1.58 | 1.52 | -4% |
| 93 | 34 | Apetit | 12.40 | 11.90 | -4% |
| 94 | 58 | Toivo Group | 0.90 | 0.87 | -4% |
| 95 | 40 | Boreo | 23.90 | 22.70 | -5% |
| 96 | 38 | Ilkka | 3.91 | 3.71 | -5% |
| 97 | 62 | Luotea | 1.88 | 1.78 | -5% |
| 98 | 63 | Nokian Renkaat | 15.83 | 15.04 | -5% |
| 99 | 65 | Rapala VMC | 1.60 | 1.52 | -5% |
| 100 | 64 | Pihlajalinna | 10.42 | 9.79 | -6% |
| 101 | 59 | Metsä Board | 3.34 | 3.14 | -6% |
| 102 | 66 | Merus Power | 5.00 | 4.70 | -6% |
| 103 | 45 | Asuntosalkku | 77.00 | 72.38 | -6% |
| 104 | 67 | Posti Group | 12.10 | 11.37 | -6% |
| 105 | 51 | SRV | 6.90 | 6.42 | -7% |
| 106 | 42 | Outokumpu | 5.22 | 4.86 | -7% |
| 107 | 40 | Exel Composites | 13.40 | 12.46 | -7% |
| 108 | 68 | KPY | 3.90 | 3.63 | -7% |
| 109 | 23 | Ovaro Kiinteistösijoitus | 2.78 | 2.56 | -8% |
| 110 | 32 | Nokia | 8.78 | 8.08 | -8% |
| 111 | 25 | Springvest | 7.56 | 6.96 | -8% |
| 112 | 70 | Vincit | 0.98 | 0.90 | -8% |
| 113 | 69 | Nurminen Logistics | 0.58 | 0.53 | -9% |
| 114 | 71 | Finnair | 4.63 | 4.21 | -9% |
| 115 | 6 | Investors House | 3.36 | 3.06 | -9% |
| 116 | 36 | Kamux | 1.54 | 1.38 | -10% |
| 117 | 70 | Talenom | 1.31 | 1.18 | -10% |
| 118 | 72 | Rebl Group Oyj | 1.07 | 0.96 | -10% |
| 119 | 39 | Digital Workforce | 2.60 | 2.34 | -10% |
| 120 | 52 | Tulikivi | 0.51 | 0.46 | -10% |
| 121 | 27 | Modulight | 1.12 | 1.01 | -10% |
| 122 | 69 | Tokmanni Group | 6.77 | 6.03 | -11% |
| 123 | 73 | Honkarakenne | 2.42 | 2.15 | -11% |
| 124 | 55 | YIT | 3.03 | 2.70 | -11% |
| 125 | 74 | Sitowise | 2.54 | 2.26 | -11% |
| 126 | 75 | Siili Solutions | 3.06 | 2.72 | -11% |
| 127 | 17 | KH Group | 0.76 | 0.67 | -12% |
| 128 | 72 | Pallas Air | 0.53 | 0.46 | -12% |
| 129 | 30 | Solar Foods | 4.98 | 4.38 | -12% |
| 130 | 66 | Oriola | 0.90 | 0.78 | -13% |
| 131 | 17 | Netum | 0.93 | 0.79 | -15% |
| 132 | 75 | Panostaja | 0.29 | 0.25 | -15% |
| 133 | 60 | Tamtron | 4.18 | 3.55 | -15% |
| 134 | 76 | Duell | 2.10 | 1.78 | -15% |
| 135 | 71 | Kesla | 4.36 | 3.66 | -16% |
| 136 | 76 | EcoUp | 1.09 | 0.92 | -16% |
| 137 | 78 | Wetteri | 0.17 | 0.14 | -16% |
| 138 | 77 | Oma Säästöpankki | 16.88 | 14.18 | -16% |
| 139 | 79 | Lamor | 0.90 | 0.74 | -17% |
| 140 | 11 | Kempower | 10.10 | 8.38 | -17% |
| 141 | 63 | Herantis Pharma | 1.53 | 1.25 | -18% |
| 142 | 65 | Solwers | 1.46 | 1.19 | -18% |
| 143 | 80 | Suominen | 0.70 | 0.57 | -19% |
| 144 | 48 | Canatu A | 6.66 | 5.39 | -19% |
| 145 | 17 | Eezy | 0.16 | 0.13 | -19% |
| 146 | 57 | Spinnova | 0.46 | 0.37 | -19% |
| 147 | 81 | Easor | 0.55 | 0.45 | -19% |
| 148 | 46 | Optomed | 1.66 | 1.33 | -20% |
| 149 | 20 | Nightingale Health | 0.96 | 0.76 | -20% |
| 150 | 61 | Martela | 0.47 | 0.38 | -20% |
| 151 | 16 | QPR Software | 0.53 | 0.42 | -21% |
| 152 | 73 | Alisa Pankki | 0.13 | 0.10 | -22% |
| 153 | 80 | LeadDesk | 3.25 | 2.54 | -22% |
| 154 | 29 | SSH | 1.83 | 1.41 | -23% |
| 155 | 30 | Faron Pharmaceuticals | 0.47 | 0.36 | -23% |
| 156 | 82 | Sunborn International | 0.20 | 0.16 | -23% |
| 157 | 74 | Solteq | 0.28 | 0.21 | -24% |
| 158 | 83 | Bioretec | 0.02 | 0.02 | -25% |
| 159 | 83 | Aiforia Technologies | 1.10 | 0.81 | -26% |
| 160 | 54 | Betolar | 1.05 | 0.77 | -27% |
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.79
| Sektori | Yhtiöt | |||||||||
| 1 | GRK Infra | |||||||||
| 2 | Alexandria Group | Viafin Service | ||||||||
| 3 | Vaisala | |||||||||
| 4 | Alma Media | Bittium | ||||||||
| 5 | LapWall | Kone | ||||||||
| 6 | Evli | Koskisen | Investors House | |||||||
| 7 | Orion | Sampo | ||||||||
| 8 | United Bankers | Kemira | ||||||||
| 9 | Componenta | Kreate | ||||||||
| 10 | Harvia | Marimekko | ||||||||
| 11 | Titanium | Kempower | ||||||||
| 12 | Tekova | |||||||||
| 13 | Raute | Relais Group | ||||||||
| 14 | Orthex | Admicom | ||||||||
| 15 | CapMan | Neste | ||||||||
| 16 | Biohit | Digia | QPR Software | |||||||
| 17 | eQ | Norrhydro | KH Group | Netum | Eezy | |||||
| 18 | Metso | Kalmar | ||||||||
| 19 | Framery Group | |||||||||
| 20 | Fodelia | Terveystalo | Nightingale Health | |||||||
| 21 | Puuilo | Wärtsilä | ||||||||
| 22 | Fondia | UPM | ||||||||
| 23 | Huhtamäki | Ovaro Kiinteistösijoitus | ||||||||
| 24 | Aallon Group | Arvo Sijoitusosuuskunta | ||||||||
| 25 | Endomines | Springvest | ||||||||
| 26 | Consti | Raisio | ||||||||
| 27 | Ponsse | Modulight | ||||||||
| 28 | Sanoma | Verkkokauppa.com | ||||||||
| 29 | Taaleri | SSH | ||||||||
| 30 | Enento Group | Solar Foods | Faron Pharmaceuticals | |||||||
| 31 | Scanfil | NoHo Partners | ||||||||
| 32 | Nexstim | Nokia | ||||||||
| 33 | Wulff-Yhtiöt | Teleste | ||||||||
| 34 | Konecranes | Hiab Oyj | Apetit | |||||||
| 35 | Auroora Group | |||||||||
| 36 | Etteplan | Remedy | Kamux | |||||||
| 37 | Atria | HKFoods | ||||||||
| 38 | Kesko | Ilkka | ||||||||
| 39 | Detection Technology | Digital Workforce | ||||||||
| 40 | Tecnotree | Enersense | Boreo | Exel Composites | ||||||
| 41 | Fortum | Mandatum | ||||||||
| 42 | Keskisuomalainen | Outokumpu | ||||||||
| 43 | Lemonsoft | |||||||||
| 44 | Aspo | |||||||||
| 45 | Elisa | Asuntosalkku | ||||||||
| 46 | Qt | Fiskars Group | Optomed | |||||||
| 47 | Nordea Bank | Aktia Bank plc | ||||||||
| 48 | Gofore | Canatu A | ||||||||
| 49 | Valmet | Loihde | ||||||||
| 50 | Lassila & Tikanoja | |||||||||
| 51 | Sotkamo Silver | SRV | ||||||||
| 52 | Aspocomp | Tulikivi | ||||||||
| 53 | F-Secure | Robit | ||||||||
| 54 | Anora | Betolar | ||||||||
| 55 | Foamit | YIT | ||||||||
| 56 | Administer | |||||||||
| 57 | Glaston | Spinnova | ||||||||
| 58 | Revenio Group | Toivo Group | ||||||||
| 59 | Stora Enso | Metsä Board | ||||||||
| 60 | Incap | Tamtron | ||||||||
| 61 | Witted | Martela | ||||||||
| 62 | Luotea | |||||||||
| 63 | Nokian Renkaat | Herantis Pharma | ||||||||
| 64 | Pihlajalinna | |||||||||
| 65 | Rapala VMC | Solwers | ||||||||
| 66 | Merus Power | Oriola | ||||||||
| 67 | Posti Group | |||||||||
| 68 | KPY | |||||||||
| 69 | Nurminen Logistics | Tokmanni Group | ||||||||
| 70 | Vincit | Talenom | ||||||||
| 71 | Finnair | Kesla | ||||||||
| 72 | Rebl Group Oyj | Pallas Air | ||||||||
| 73 | Honkarakenne | Alisa Pankki | ||||||||
| 74 | Sitowise | Solteq | ||||||||
| 75 | Siili Solutions | Panostaja | ||||||||
| 76 | Duell | EcoUp | ||||||||
| 77 | Oma Säästöpankki | |||||||||
| 78 | Wetteri | |||||||||
| 79 | Lamor | |||||||||
| 80 | Suominen | LeadDesk | ||||||||
| 81 | Easor | |||||||||
| 82 | Sunborn International | |||||||||
| 83 | Aiforia Technologies | Bioretec | ||||||||
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: