Päivitetty 19.6.2026
| Timon listan laskennallinen mallisalkku verrattuna OMXH25-indeksiin |
| Timon OMXH-lista |
| Laskennalliset toimialat |
| Arkisto |
| Taustaa |
|
Muutokset sijoitusstrategiaan ja mallisalkun käsittelyyn
|
|
| 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 | 12.23% | 8.58% | -3.65 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 575.86 | 1654.33 | 187.28% | 5.47% |
Päivitys 19.6.2026: Elisa, F-Secure ja Kesko myyty; Alma Media, Harvia ja eQ tilalle (Tecnotree jätetty väliin, koska ostotarjous voimassa).
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 18.06.2026 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | Alexandria Group | 12.30 | 15.50 | 26% |
| 2 | 3 | Vaisala | 55.00 | 68.75 | 25% |
| 3 | 2 | United Bankers | 20.90 | 25.71 | 23% |
| 4 | 4 | Raute | 15.95 | 19.46 | 22% |
| 5 | 6 | Orion | 67.35 | 81.49 | 21% |
| 6 | 5 | GRK Infra | 18.66 | 22.39 | 20% |
| 7 | 7 | Tekova | 1.25 | 1.49 | 19% |
| 8 | 1 | Viafin Service | 19.80 | 23.36 | 18% |
| 9 | 8 | Alma Media | 13.45 | 15.87 | 18% |
| 10 | 9 | Tecnotree | 5.66 | 6.45 | 14% |
| 11 | 10 | LapWall | 4.19 | 4.73 | 13% |
| 12 | 11 | Harvia | 40.45 | 45.30 | 12% |
| 13 | 13 | eQ | 9.30 | 10.42 | 12% |
| 14 | 12 | Componenta | 5.84 | 6.54 | 12% |
| 15 | 14 | Evli | 23.40 | 26.21 | 12% |
| 16 | 15 | Titanium | 6.16 | 6.90 | 12% |
| 17 | 11 | Marimekko | 10.42 | 11.67 | 12% |
| 18 | 17 | Taaleri | 7.33 | 8.21 | 12% |
| 19 | 16 | Ponsse | 23.80 | 26.42 | 11% |
| 20 | 18 | Lemonsoft | 4.95 | 5.49 | 11% |
| 21 | 20 | Scanfil | 13.28 | 14.74 | 11% |
| 22 | 19 | Hiab Oyj | 55.60 | 61.72 | 11% |
| 23 | 8 | Bittium | 32.20 | 35.42 | 10% |
| 24 | 21 | Nurminen Logistics | 0.86 | 0.94 | 9% |
| 25 | 22 | Digia | 5.88 | 6.41 | 9% |
| 26 | 24 | Orthex | 4.50 | 4.91 | 9% |
| 27 | 23 | Nexstim | 9.94 | 10.83 | 9% |
| 28 | 25 | Raisio | 2.48 | 2.71 | 9% |
| 29 | 26 | CapMan | 1.75 | 1.89 | 8% |
| 30 | 27 | Kalmar | 40.44 | 43.68 | 8% |
| 31 | 22 | Biohit | 2.44 | 2.61 | 7% |
| 32 | 28 | Endomines | 8.71 | 9.32 | 7% |
| 33 | 29 | Fodelia | 4.44 | 4.75 | 7% |
| 34 | 27 | Metso | 15.60 | 16.69 | 7% |
| 35 | 30 | Enento Group | 14.48 | 15.49 | 7% |
| 36 | 31 | Incap | 8.98 | 9.52 | 6% |
| 37 | 25 | Consti | 10.80 | 11.45 | 6% |
| 38 | 32 | Detection Technology | 8.72 | 9.24 | 6% |
| 39 | 33 | Neste | 26.49 | 27.81 | 5% |
| 40 | 35 | Fondia | 5.02 | 5.27 | 5% |
| 41 | 34 | Arvo Sijoitusosuuskunta | 74.50 | 77.48 | 4% |
| 42 | 35 | UPM | 24.12 | 25.08 | 4% |
| 43 | 36 | Wärtsilä | 33.68 | 35.03 | 4% |
| 44 | 19 | Konecranes | 27.48 | 28.58 | 4% |
| 45 | 37 | Fortum | 19.41 | 20.00 | 3% |
| 46 | 38 | Sotkamo Silver | 0.44 | 0.45 | 3% |
| 47 | 36 | Puuilo | 17.44 | 17.96 | 3% |
| 48 | 40 | Loihde | 12.50 | 12.88 | 3% |
| 49 | 39 | Admicom | 25.85 | 26.63 | 3% |
| 50 | 41 | Teleste | 3.47 | 3.57 | 3% |
| 51 | 2 | Kemira | 17.48 | 18.00 | 3% |
| 52 | 42 | Framery Group | 6.92 | 7.12 | 3% |
| 53 | 34 | Aallon Group | 8.72 | 8.89 | 2% |
| 54 | 43 | Huhtamäki | 27.14 | 27.68 | 2% |
| 55 | 44 | Toivo Group | 0.94 | 0.96 | 2% |
| 56 | 41 | Wulff-Yhtiöt | 3.89 | 3.97 | 2% |
| 57 | 26 | Aspocomp | 5.10 | 5.20 | 2% |
| 58 | 10 | Kone | 49.03 | 50.01 | 2% |
| 59 | 31 | Tamtron | 5.45 | 5.50 | 1% |
| 60 | 45 | Atria | 15.00 | 15.15 | 1% |
| 61 | 1 | Koskisen | 8.88 | 8.97 | 1% |
| 62 | 6 | Sampo | 9.01 | 9.10 | 1% |
| 63 | 40 | Valmet | 22.32 | 22.32 | 0% |
| 64 | 46 | Stora Enso | 9.67 | 9.67 | 0% |
| 65 | 28 | Terveystalo | 7.54 | 7.54 | 0% |
| 66 | 47 | Lassila & Tikanoja | 6.52 | 6.52 | 0% |
| 67 | 48 | Elisa | 38.00 | 37.62 | -1% |
| 68 | 49 | Keskisuomalainen | 10.40 | 10.30 | -1% |
| 69 | 51 | Fiskars Group | 13.66 | 13.52 | -1% |
| 70 | 50 | F-Secure | 1.99 | 1.97 | -1% |
| 71 | 52 | Sanoma | 8.85 | 8.76 | -1% |
| 72 | 54 | Ilkka | 4.08 | 4.04 | -1% |
| 73 | 53 | Remedy | 14.56 | 14.41 | -1% |
| 74 | 24 | Qt | 22.80 | 22.57 | -1% |
| 75 | 49 | Outokumpu | 5.71 | 5.65 | -1% |
| 76 | 33 | Witted | 1.62 | 1.61 | -1% |
| 77 | 55 | Aspo | 5.98 | 5.92 | -1% |
| 78 | 4 | Relais Group | 14.65 | 14.50 | -1% |
| 79 | 56 | Auroora Group | 6.84 | 6.77 | -1% |
| 80 | 57 | Glaston | 1.07 | 1.05 | -2% |
| 81 | 50 | Robit | 1.32 | 1.29 | -2% |
| 82 | 54 | Kesko | 19.59 | 19.20 | -2% |
| 83 | 23 | Foamit | 0.81 | 0.79 | -2% |
| 84 | 23 | Nokia | 11.79 | 11.43 | -3% |
| 85 | 53 | Etteplan | 7.60 | 7.37 | -3% |
| 86 | 19 | Apetit | 12.45 | 12.08 | -3% |
| 87 | 58 | KPY | 4.33 | 4.20 | -3% |
| 88 | 26 | Tulikivi | 0.56 | 0.54 | -3% |
| 89 | 59 | Nordea Bank | 16.50 | 16.01 | -3% |
| 90 | 60 | Nokian Renkaat | 12.43 | 12.06 | -3% |
| 91 | 13 | Norrhydro | 1.26 | 1.22 | -3% |
| 92 | 45 | HKFoods | 1.61 | 1.55 | -4% |
| 93 | 61 | Enersense | 3.83 | 3.68 | -4% |
| 94 | 12 | Kreate | 25.30 | 24.29 | -4% |
| 95 | 43 | Ovaro Kiinteistösijoitus | 2.74 | 2.60 | -5% |
| 96 | 52 | Verkkokauppa.com | 3.11 | 2.95 | -5% |
| 97 | 46 | Metsä Board | 2.83 | 2.66 | -6% |
| 98 | 60 | Herantis Pharma | 1.87 | 1.76 | -6% |
| 99 | 62 | Netum | 1.05 | 0.99 | -6% |
| 100 | 9 | Boreo | 19.70 | 18.52 | -6% |
| 101 | 29 | Springvest | 7.58 | 7.13 | -6% |
| 102 | 64 | Rapala VMC | 1.20 | 1.12 | -6% |
| 103 | 63 | Anora | 3.44 | 3.23 | -6% |
| 104 | 38 | SRV | 5.42 | 5.09 | -6% |
| 105 | 16 | Modulight | 1.18 | 1.10 | -6% |
| 106 | 20 | NoHo Partners | 7.37 | 6.93 | -6% |
| 107 | 65 | Gofore | 10.02 | 9.42 | -6% |
| 108 | 44 | Revenio Group | 12.52 | 11.64 | -7% |
| 109 | 66 | Luotea | 1.83 | 1.70 | -7% |
| 110 | 67 | Merus Power | 4.74 | 4.41 | -7% |
| 111 | 14 | Investors House | 3.58 | 3.29 | -8% |
| 112 | 59 | Aktia Bank plc | 11.56 | 10.64 | -8% |
| 113 | 61 | Exel Composites | 10.50 | 9.66 | -8% |
| 114 | 68 | Rebl Group Oyj | 1.11 | 1.02 | -8% |
| 115 | 70 | Vincit | 0.94 | 0.86 | -8% |
| 116 | 69 | Pihlajalinna | 10.44 | 9.50 | -9% |
| 117 | 32 | Digital Workforce | 2.42 | 2.20 | -9% |
| 118 | 53 | Kamux | 1.55 | 1.41 | -9% |
| 119 | 48 | Asuntosalkku | 73.00 | 66.43 | -9% |
| 120 | 64 | Eezy | 0.19 | 0.18 | -9% |
| 121 | 71 | Posti Group | 9.38 | 8.44 | -10% |
| 122 | 65 | Canatu A | 8.14 | 7.33 | -10% |
| 123 | 72 | Solar Foods | 5.18 | 4.66 | -10% |
| 124 | 15 | Kempower | 13.13 | 11.69 | -11% |
| 125 | 39 | YIT | 2.62 | 2.33 | -11% |
| 126 | 73 | Siili Solutions | 2.28 | 2.03 | -11% |
| 127 | 62 | Duell | 1.91 | 1.68 | -12% |
| 128 | 74 | KH Group | 0.52 | 0.46 | -12% |
| 129 | 75 | Finnair | 5.00 | 4.40 | -12% |
| 130 | 21 | Tokmanni Group | 6.93 | 6.10 | -12% |
| 131 | 74 | Honkarakenne | 2.24 | 1.97 | -12% |
| 132 | 76 | Administer | 2.22 | 1.93 | -13% |
| 133 | 68 | Pallas Air | 0.71 | 0.62 | -13% |
| 134 | 37 | Mandatum | 5.43 | 4.73 | -13% |
| 135 | 77 | Sitowise | 2.67 | 2.30 | -14% |
| 136 | 78 | Oma Säästöpankki | 11.54 | 9.92 | -14% |
| 137 | 62 | EcoUp | 1.02 | 0.87 | -15% |
| 138 | 79 | Lamor | 0.96 | 0.80 | -16% |
| 139 | 70 | Talenom | 1.20 | 1.01 | -16% |
| 140 | 80 | Aiforia Technologies | 1.86 | 1.54 | -17% |
| 141 | 75 | Kesla | 5.44 | 4.52 | -17% |
| 142 | 67 | Oriola | 0.89 | 0.73 | -17% |
| 143 | 73 | Panostaja | 0.29 | 0.24 | -17% |
| 144 | 22 | QPR Software | 0.62 | 0.51 | -17% |
| 145 | 81 | Easor | 0.58 | 0.48 | -17% |
| 146 | 74 | Solwers | 1.77 | 1.47 | -17% |
| 147 | 51 | Optomed | 1.67 | 1.37 | -18% |
| 148 | 57 | Spinnova | 0.43 | 0.36 | -18% |
| 149 | 29 | Nightingale Health | 0.80 | 0.65 | -18% |
| 150 | 82 | Wetteri | 0.17 | 0.14 | -18% |
| 151 | 33 | Martela | 0.52 | 0.42 | -20% |
| 152 | 80 | Bioretec | 0.02 | 0.02 | -21% |
| 153 | 63 | Betolar | 1.16 | 0.92 | -21% |
| 154 | 83 | Suominen | 0.59 | 0.46 | -22% |
| 155 | 83 | LeadDesk | 3.50 | 2.73 | -22% |
| 156 | 17 | SSH | 2.05 | 1.58 | -23% |
| 157 | 77 | Solteq | 0.29 | 0.22 | -23% |
| 158 | 84 | Sunborn International | 0.18 | 0.14 | -23% |
| 159 | 62 | Alisa Pankki | 0.13 | 0.10 | -24% |
| 160 | 72 | Faron Pharmaceuticals | 0.50 | 0.38 | -24% |
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.78
| Sektori | Yhtiöt | |||||||
| 1 | Alexandria Group | Viafin Service | Koskisen | |||||
| 2 | United Bankers | Kemira | ||||||
| 3 | Vaisala | |||||||
| 4 | Raute | Relais Group | ||||||
| 5 | GRK Infra | |||||||
| 6 | Orion | Sampo | ||||||
| 7 | Tekova | |||||||
| 8 | Alma Media | Bittium | ||||||
| 9 | Tecnotree | Boreo | ||||||
| 10 | LapWall | Kone | ||||||
| 11 | Harvia | Marimekko | ||||||
| 12 | Componenta | Kreate | ||||||
| 13 | eQ | Norrhydro | ||||||
| 14 | Evli | Investors House | ||||||
| 15 | Titanium | Kempower | ||||||
| 16 | Ponsse | Modulight | ||||||
| 17 | Taaleri | SSH | ||||||
| 18 | Lemonsoft | |||||||
| 19 | Hiab Oyj | Konecranes | Apetit | |||||
| 20 | Scanfil | NoHo Partners | ||||||
| 21 | Nurminen Logistics | Tokmanni Group | ||||||
| 22 | Digia | Biohit | QPR Software | |||||
| 23 | Nexstim | Foamit | Nokia | |||||
| 24 | Orthex | Qt | ||||||
| 25 | Raisio | Consti | ||||||
| 26 | CapMan | Aspocomp | Tulikivi | |||||
| 27 | Kalmar | Metso | ||||||
| 28 | Endomines | Terveystalo | ||||||
| 29 | Fodelia | Springvest | Nightingale Health | |||||
| 30 | Enento Group | |||||||
| 31 | Incap | Tamtron | ||||||
| 32 | Detection Technology | Digital Workforce | ||||||
| 33 | Neste | Witted | Martela | |||||
| 34 | Arvo Sijoitusosuuskunta | Aallon Group | ||||||
| 35 | Fondia | UPM | ||||||
| 36 | Wärtsilä | Puuilo | ||||||
| 37 | Fortum | Mandatum | ||||||
| 38 | Sotkamo Silver | SRV | ||||||
| 39 | Admicom | YIT | ||||||
| 40 | Loihde | Valmet | ||||||
| 41 | Teleste | Wulff-Yhtiöt | ||||||
| 42 | Framery Group | |||||||
| 43 | Huhtamäki | Ovaro Kiinteistösijoitus | ||||||
| 44 | Toivo Group | Revenio Group | ||||||
| 45 | Atria | HKFoods | ||||||
| 46 | Stora Enso | Metsä Board | ||||||
| 47 | Lassila & Tikanoja | |||||||
| 48 | Elisa | Asuntosalkku | ||||||
| 49 | Keskisuomalainen | Outokumpu | ||||||
| 50 | F-Secure | Robit | ||||||
| 51 | Fiskars Group | Optomed | ||||||
| 52 | Sanoma | Verkkokauppa.com | ||||||
| 53 | Remedy | Etteplan | Kamux | |||||
| 54 | Ilkka | Kesko | ||||||
| 55 | Aspo | |||||||
| 56 | Auroora Group | |||||||
| 57 | Glaston | Spinnova | ||||||
| 58 | KPY | |||||||
| 59 | Nordea Bank | Aktia Bank plc | ||||||
| 60 | Nokian Renkaat | Herantis Pharma | ||||||
| 61 | Enersense | Exel Composites | ||||||
| 62 | Netum | Duell | EcoUp | Alisa Pankki | ||||
| 63 | Anora | Betolar | ||||||
| 64 | Rapala VMC | Eezy | ||||||
| 65 | Gofore | Canatu A | ||||||
| 66 | Luotea | |||||||
| 67 | Merus Power | Oriola | ||||||
| 68 | Rebl Group Oyj | Pallas Air | ||||||
| 69 | Pihlajalinna | |||||||
| 70 | Vincit | Talenom | ||||||
| 71 | Posti Group | |||||||
| 72 | Solar Foods | Faron Pharmaceuticals | ||||||
| 73 | Siili Solutions | Panostaja | ||||||
| 74 | KH Group | Honkarakenne | Solwers | |||||
| 75 | Finnair | Kesla | ||||||
| 76 | Administer | |||||||
| 77 | Sitowise | Solteq | ||||||
| 78 | Oma Säästöpankki | |||||||
| 79 | Lamor | |||||||
| 80 | Aiforia Technologies | Bioretec | ||||||
| 81 | Easor | |||||||
| 82 | Wetteri | |||||||
| 83 | Suominen | LeadDesk | ||||||
| 84 | 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: