Päivitetty 13.2.2026
| 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 | 6.88% | 5.58% | -1.30 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 548.38 | 1608.54 | 193.33% | 5.68% |
Päivitys 13.2.2026: Ei muutoksia mallisalkun sisältöön.
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.79
| Sektori | Yhtiöt | |||||||
| 1 | Tecnotree | Boreo | ||||||
| 2 | Exel Composites | Enersense | ||||||
| 3 | Wulff-Yhtiöt | Merus Power | ||||||
| 4 | Atria | HKFoods | ||||||
| 5 | Aspo | Anora | Betolar | F-Secure | ||||
| 6 | Keskisuomalainen | |||||||
| 7 | Kreate | Kesko | ||||||
| 8 | Sotkamo Silver | SRV | ||||||
| 9 | Consti | Raisio | Valmet | |||||
| 10 | Oma Säästöpankki | |||||||
| 11 | Alexandria Group | Nordea Bank | Alma Media | |||||
| 12 | KH Group | Solwers | ||||||
| 13 | Fondia | Administer | Enento Group | |||||
| 14 | Arvo Sijoitusosuuskunta | Aallon Group | ||||||
| 15 | Outokumpu | CapMan | ||||||
| 16 | Tietoevry | Panostaja | ||||||
| 17 | Titanium | Kempower | ||||||
| 18 | Finnair | Teleste | ||||||
| 19 | Tekova | Metso | ||||||
| 20 | Investors House | |||||||
| 21 | Aktia Bank plc | Kalmar | ||||||
| 22 | Pallas Air | Rebl Group Oyj | ||||||
| 23 | Endomines | Terveystalo | Raute | Fodelia | ||||
| 24 | Konecranes | Hiab Oyj | Apetit | |||||
| 25 | GRK Infra | |||||||
| 26 | Evli | Herantis Pharma | ||||||
| 27 | UPM | Canatu A | ||||||
| 28 | Verkkokauppa.com | Ilkka | ||||||
| 29 | Scanfil | NoHo Partners | ||||||
| 30 | Kemira | United Bankers | ||||||
| 31 | Metsä Board | Stora Enso | ||||||
| 32 | Huhtamäki | Ovaro Kiinteistösijoitus | ||||||
| 33 | Nokia | Foamit | ||||||
| 34 | Elisa | Tulikivi | Asuntosalkku | Aspocomp | ||||
| 35 | Springvest | Nightingale Health | ||||||
| 36 | Fortum | Relais Group | ||||||
| 37 | Orthex | Optomed | Qt | |||||
| 38 | Wärtsilä | Puuilo | ||||||
| 39 | Bittium | Koskisen | Viafin Service | |||||
| 40 | Componenta | Pihlajalinna | ||||||
| 41 | WithSecure | |||||||
| 42 | Lamor | Taaleri | ||||||
| 43 | Neste | Siili Solutions | ||||||
| 44 | Nokian Renkaat | Detection Technology | ||||||
| 45 | Lassila & Tikanoja | |||||||
| 46 | Luotea | |||||||
| 47 | Norrhydro | eQ | ||||||
| 48 | Tamtron | Incap | ||||||
| 49 | Eezy | Rapala VMC | ||||||
| 50 | Robit | EcoUp | ||||||
| 51 | Mandatum | LapWall | Kone | |||||
| 52 | Orion | Nexstim | ||||||
| 53 | Glaston | Digital Workforce | ||||||
| 54 | QPR Software | Biohit | ||||||
| 55 | Oriola | Lemonsoft | ||||||
| 56 | Tokmanni Group | Nurminen Logistics | ||||||
| 57 | Remedy | Kamux | ||||||
| 58 | Ponsse | Modulight | ||||||
| 59 | Digia | Sanoma | ||||||
| 60 | Toivo Group | Revenio Group | ||||||
| 61 | Sitowise | Solteq | ||||||
| 62 | Spinnova | Gofore | ||||||
| 63 | Wetteri | |||||||
| 64 | Fiskars Group | Loihde | ||||||
| 65 | Kesla | Etteplan | ||||||
| 66 | Vincit | Talenom | ||||||
| 67 | Vaisala | |||||||
| 68 | Alisa Pankki | Honkarakenne | ||||||
| 69 | Sunborn International | |||||||
| 70 | YIT | Admicom | ||||||
| 71 | Witted | Martela | ||||||
| 72 | Sampo | |||||||
| 73 | Solar Foods | Faron Pharmaceuticals | ||||||
| 74 | Duell | Netum | ||||||
| 75 | Marimekko | Harvia | ||||||
| 76 | LeadDesk | Suominen | ||||||
| 77 | SSH | |||||||
| 78 | Aiforia Technologies | Bioretec | ||||||
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 12.02.2026 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | Tecnotree | 5.60 | 6.94 | 24% |
| 2 | 3 | Wulff-Yhtiöt | 4.09 | 4.91 | 20% |
| 3 | 2 | Exel Composites | 0.55 | 0.66 | 19% |
| 4 | 4 | Atria | 17.30 | 20.41 | 18% |
| 5 | 6 | Keskisuomalainen | 10.15 | 11.98 | 18% |
| 6 | 5 | Aspo | 7.80 | 9.13 | 17% |
| 7 | 5 | Anora | 4.21 | 4.93 | 17% |
| 8 | 7 | Kreate | 13.95 | 16.32 | 17% |
| 9 | 8 | Sotkamo Silver | 0.46 | 0.53 | 16% |
| 10 | 9 | Consti | 11.80 | 13.69 | 16% |
| 11 | 10 | Oma Säästöpankki | 12.70 | 14.60 | 15% |
| 12 | 11 | Alexandria Group | 11.40 | 13.00 | 14% |
| 13 | 4 | HKFoods | 1.75 | 2.00 | 14% |
| 14 | 12 | KH Group | 0.55 | 0.62 | 14% |
| 15 | 13 | Fondia | 5.24 | 5.97 | 14% |
| 16 | 15 | Outokumpu | 4.95 | 5.60 | 13% |
| 17 | 14 | Arvo Sijoitusosuuskunta | 80.05 | 90.46 | 13% |
| 18 | 16 | Tietoevry | 19.01 | 21.29 | 12% |
| 19 | 17 | Titanium | 7.22 | 8.09 | 12% |
| 20 | 11 | Nordea Bank | 16.43 | 18.40 | 12% |
| 21 | 18 | Finnair | 3.65 | 4.05 | 11% |
| 22 | 19 | Tekova | 1.35 | 1.50 | 11% |
| 23 | 20 | Investors House | 4.30 | 4.73 | 10% |
| 24 | 21 | Aktia Bank plc | 12.04 | 13.24 | 10% |
| 25 | 22 | Pallas Air | 0.81 | 0.89 | 10% |
| 26 | 23 | Endomines | 28.45 | 31.30 | 10% |
| 27 | 25 | GRK Infra | 12.91 | 14.08 | 9% |
| 28 | 24 | Konecranes | 91.40 | 99.63 | 9% |
| 29 | 26 | Evli | 24.30 | 26.49 | 9% |
| 30 | 27 | UPM | 27.75 | 30.25 | 9% |
| 31 | 28 | Verkkokauppa.com | 3.86 | 4.21 | 9% |
| 32 | 29 | Scanfil | 10.92 | 11.90 | 9% |
| 33 | 7 | Kesko | 21.44 | 23.37 | 9% |
| 34 | 30 | Kemira | 20.58 | 22.43 | 9% |
| 35 | 21 | Kalmar | 41.58 | 45.32 | 9% |
| 36 | 31 | Metsä Board | 3.21 | 3.47 | 8% |
| 37 | 31 | Stora Enso | 11.81 | 12.76 | 8% |
| 38 | 32 | Huhtamäki | 31.46 | 33.98 | 8% |
| 39 | 19 | Metso | 16.52 | 17.85 | 8% |
| 40 | 33 | Nokia | 5.83 | 6.30 | 8% |
| 41 | 2 | Enersense | 3.76 | 4.06 | 8% |
| 42 | 34 | Elisa | 43.14 | 46.16 | 7% |
| 43 | 35 | Springvest | 9.14 | 9.78 | 7% |
| 44 | 36 | Fortum | 19.29 | 20.64 | 7% |
| 45 | 37 | Orthex | 4.88 | 5.22 | 7% |
| 46 | 36 | Relais Group | 16.90 | 18.08 | 7% |
| 47 | 38 | Wärtsilä | 34.92 | 37.02 | 6% |
| 48 | 18 | Teleste | 3.85 | 4.08 | 6% |
| 49 | 9 | Raisio | 2.74 | 2.90 | 6% |
| 50 | 39 | Bittium | 31.80 | 33.71 | 6% |
| 51 | 40 | Componenta | 4.47 | 4.74 | 6% |
| 52 | 41 | WithSecure | 1.72 | 1.82 | 6% |
| 53 | 42 | Lamor | 1.21 | 1.28 | 6% |
| 54 | 43 | Neste | 20.51 | 21.74 | 6% |
| 55 | 12 | Solwers | 2.30 | 2.44 | 6% |
| 56 | 8 | SRV | 5.12 | 5.43 | 6% |
| 57 | 44 | Nokian Renkaat | 11.43 | 12.12 | 6% |
| 58 | 46 | Luotea | 2.71 | 2.85 | 5% |
| 59 | 45 | Lassila & Tikanoja | 7.65 | 8.03 | 5% |
| 60 | 47 | Norrhydro | 1.32 | 1.39 | 5% |
| 61 | 33 | Foamit | 0.95 | 0.99 | 5% |
| 62 | 32 | Ovaro Kiinteistösijoitus | 3.29 | 3.45 | 5% |
| 63 | 34 | Tulikivi | 0.51 | 0.53 | 4% |
| 64 | 48 | Tamtron | 5.70 | 5.93 | 4% |
| 65 | 28 | Ilkka | 4.03 | 4.19 | 4% |
| 66 | 39 | Koskisen | 9.00 | 9.36 | 4% |
| 67 | 49 | Eezy | 0.83 | 0.85 | 3% |
| 68 | 50 | Robit | 1.24 | 1.28 | 3% |
| 69 | 51 | Mandatum | 6.82 | 7.02 | 3% |
| 70 | 52 | Orion | 67.20 | 69.22 | 3% |
| 71 | 44 | Detection Technology | 11.25 | 11.59 | 3% |
| 72 | 53 | Glaston | 1.18 | 1.22 | 3% |
| 73 | 51 | LapWall | 4.00 | 4.08 | 2% |
| 74 | 27 | Canatu A | 9.50 | 9.69 | 2% |
| 75 | 54 | QPR Software | 0.77 | 0.78 | 2% |
| 76 | 55 | Oriola | 1.18 | 1.20 | 2% |
| 77 | 30 | United Bankers | 18.70 | 19.07 | 2% |
| 78 | 34 | Asuntosalkku | 82.00 | 83.64 | 2% |
| 79 | 34 | Aspocomp | 5.10 | 5.15 | 1% |
| 80 | 9 | Valmet | 28.15 | 28.43 | 1% |
| 81 | 56 | Tokmanni Group | 8.30 | 8.38 | 1% |
| 82 | 5 | Betolar | 1.18 | 1.17 | -1% |
| 83 | 58 | Ponsse | 26.40 | 26.14 | -1% |
| 84 | 57 | Remedy | 15.28 | 15.13 | -1% |
| 85 | 23 | Terveystalo | 9.80 | 9.70 | -1% |
| 86 | 59 | Digia | 6.34 | 6.28 | -1% |
| 87 | 39 | Viafin Service | 19.30 | 18.91 | -2% |
| 88 | 24 | Hiab Oyj | 49.44 | 48.45 | -2% |
| 89 | 42 | Taaleri | 7.26 | 7.04 | -3% |
| 90 | 47 | eQ | 11.20 | 10.86 | -3% |
| 91 | 16 | Panostaja | 0.37 | 0.36 | -4% |
| 92 | 23 | Raute | 14.15 | 13.58 | -4% |
| 93 | 3 | Merus Power | 4.49 | 4.31 | -4% |
| 94 | 61 | Sitowise | 2.37 | 2.28 | -4% |
| 95 | 60 | Toivo Group | 0.92 | 0.88 | -5% |
| 96 | 48 | Incap | 9.60 | 9.12 | -5% |
| 97 | 24 | Apetit | 13.85 | 13.16 | -5% |
| 98 | 62 | Spinnova | 0.46 | 0.44 | -5% |
| 99 | 51 | Kone | 58.84 | 55.31 | -6% |
| 100 | 63 | Wetteri | 0.19 | 0.18 | -6% |
| 101 | 64 | Fiskars Group | 12.86 | 11.96 | -7% |
| 102 | 1 | Boreo | 14.00 | 13.02 | -7% |
| 103 | 26 | Herantis Pharma | 1.95 | 1.81 | -7% |
| 104 | 65 | Kesla | 2.74 | 2.52 | -8% |
| 105 | 13 | Administer | 2.38 | 2.19 | -8% |
| 106 | 64 | Loihde | 11.30 | 10.40 | -8% |
| 107 | 22 | Rebl Group Oyj | 1.06 | 0.98 | -8% |
| 108 | 13 | Enento Group | 14.26 | 12.98 | -9% |
| 109 | 66 | Vincit | 1.27 | 1.16 | -9% |
| 110 | 14 | Aallon Group | 10.10 | 9.19 | -9% |
| 111 | 49 | Rapala VMC | 1.21 | 1.10 | -9% |
| 112 | 67 | Vaisala | 43.20 | 38.88 | -10% |
| 113 | 29 | NoHo Partners | 7.84 | 7.06 | -10% |
| 114 | 57 | Kamux | 2.04 | 1.84 | -10% |
| 115 | 68 | Alisa Pankki | 0.20 | 0.18 | -10% |
| 116 | 65 | Etteplan | 9.10 | 8.10 | -11% |
| 117 | 15 | CapMan | 1.79 | 1.59 | -11% |
| 118 | 40 | Pihlajalinna | 13.55 | 11.92 | -12% |
| 119 | 56 | Nurminen Logistics | 0.90 | 0.79 | -12% |
| 120 | 68 | Honkarakenne | 2.48 | 2.18 | -12% |
| 121 | 59 | Sanoma | 9.19 | 8.00 | -13% |
| 122 | 11 | Alma Media | 12.90 | 11.22 | -13% |
| 123 | 5 | F-Secure | 1.63 | 1.41 | -14% |
| 124 | 58 | Modulight | 1.10 | 0.95 | -14% |
| 125 | 69 | Sunborn International | 0.22 | 0.19 | -14% |
| 126 | 54 | Biohit | 2.89 | 2.46 | -15% |
| 127 | 71 | Witted | 1.34 | 1.14 | -15% |
| 128 | 70 | YIT | 2.77 | 2.35 | -15% |
| 129 | 23 | Fodelia | 5.00 | 4.20 | -16% |
| 130 | 38 | Puuilo | 12.05 | 10.12 | -16% |
| 131 | 43 | Siili Solutions | 4.19 | 3.52 | -16% |
| 132 | 72 | Sampo | 8.93 | 7.50 | -16% |
| 133 | 73 | Solar Foods | 4.74 | 3.98 | -16% |
| 134 | 52 | Nexstim | 11.30 | 9.38 | -17% |
| 135 | 71 | Martela | 0.74 | 0.61 | -17% |
| 136 | 75 | Marimekko | 11.16 | 9.15 | -18% |
| 137 | 74 | Duell | 2.84 | 2.30 | -19% |
| 138 | 50 | EcoUp | 1.31 | 1.06 | -19% |
| 139 | 53 | Digital Workforce | 2.50 | 2.03 | -19% |
| 140 | 75 | Harvia | 35.50 | 28.40 | -20% |
| 141 | 76 | LeadDesk | 6.12 | 4.90 | -20% |
| 142 | 55 | Lemonsoft | 5.00 | 4.00 | -20% |
| 143 | 61 | Solteq | 0.41 | 0.33 | -20% |
| 144 | 62 | Gofore | 10.98 | 8.78 | -20% |
| 145 | 76 | Suominen | 1.51 | 1.19 | -21% |
| 146 | 77 | SSH | 2.64 | 2.06 | -22% |
| 147 | 70 | Admicom | 35.05 | 27.34 | -22% |
| 148 | 66 | Talenom | 2.26 | 1.76 | -22% |
| 149 | 37 | Optomed | 2.88 | 2.25 | -22% |
| 150 | 17 | Kempower | 11.83 | 9.11 | -23% |
| 151 | 60 | Revenio Group | 18.30 | 14.09 | -23% |
| 152 | 37 | Qt | 24.98 | 18.98 | -24% |
| 153 | 35 | Nightingale Health | 1.69 | 1.27 | -25% |
| 154 | 74 | Netum | 1.02 | 0.77 | -25% |
| 155 | 73 | Faron Pharmaceuticals | 0.63 | 0.47 | -26% |
| 156 | 78 | Aiforia Technologies | 1.95 | 1.42 | -27% |
| 157 | 78 | Bioretec | 0.42 | 0.30 | -27% |
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: