Päivitetty 16.7.2026
| 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 | 10.26% | 10.41% | 0.15 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 565.74 | 1682.20 | 197.35% | 5.63% |
Päivitys 16.7.2026: Ei muutoksia mallisalkun sisältöön.
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 15.07.2026 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | Vaisala | 52.80 | 66.53 | 26% |
| 2 | 3 | Orion | 68.50 | 84.25 | 23% |
| 3 | 2 | GRK Infra | 18.64 | 22.93 | 23% |
| 4 | 4 | Raute | 15.45 | 18.85 | 22% |
| 5 | 5 | Alexandria Group | 14.65 | 17.73 | 21% |
| 6 | 6 | Tekova | 1.24 | 1.49 | 21% |
| 7 | 8 | United Bankers | 22.70 | 27.01 | 19% |
| 8 | 7 | eQ | 9.66 | 11.50 | 19% |
| 9 | 5 | Viafin Service | 19.40 | 22.89 | 18% |
| 10 | 10 | Marimekko | 10.66 | 12.47 | 17% |
| 11 | 9 | Alma Media | 13.30 | 15.56 | 17% |
| 12 | 11 | LapWall | 4.30 | 4.99 | 16% |
| 13 | 12 | Evli | 24.80 | 28.52 | 15% |
| 14 | 13 | Titanium | 6.04 | 6.95 | 15% |
| 15 | 14 | Componenta | 5.94 | 6.77 | 14% |
| 16 | 15 | Raisio | 2.60 | 2.96 | 14% |
| 17 | 16 | Biohit | 2.76 | 3.15 | 14% |
| 18 | 10 | Harvia | 40.80 | 46.51 | 14% |
| 19 | 16 | Digia | 6.08 | 6.87 | 13% |
| 20 | 17 | Hiab Oyj | 53.75 | 60.20 | 12% |
| 21 | 18 | Nexstim | 9.97 | 11.07 | 11% |
| 22 | 19 | Taaleri | 7.20 | 7.99 | 11% |
| 23 | 20 | Tecnotree | 7.01 | 7.71 | 10% |
| 24 | 21 | CapMan | 1.74 | 1.91 | 10% |
| 25 | 15 | Consti | 11.05 | 12.16 | 10% |
| 26 | 22 | Fodelia | 4.32 | 4.71 | 9% |
| 27 | 23 | Metso | 15.38 | 16.61 | 8% |
| 28 | 24 | Aallon Group | 8.98 | 9.70 | 8% |
| 29 | 26 | Ponsse | 22.50 | 24.30 | 8% |
| 30 | 25 | Lemonsoft | 4.60 | 4.97 | 8% |
| 31 | 27 | Scanfil | 11.64 | 12.57 | 8% |
| 32 | 21 | Neste | 30.96 | 33.44 | 8% |
| 33 | 28 | Orthex | 4.30 | 4.64 | 8% |
| 34 | 24 | Arvo Sijoitusosuuskunta | 75.86 | 81.17 | 7% |
| 35 | 23 | Kalmar | 38.04 | 40.70 | 7% |
| 36 | 29 | Incap | 8.61 | 9.21 | 7% |
| 37 | 30 | Fondia | 4.94 | 5.29 | 7% |
| 38 | 31 | Puuilo | 17.10 | 18.30 | 7% |
| 39 | 32 | Framery Group | 6.62 | 7.08 | 7% |
| 40 | 33 | Enento Group | 14.36 | 15.22 | 6% |
| 41 | 34 | Teleste | 3.59 | 3.81 | 6% |
| 42 | 35 | Fortum | 19.81 | 21.00 | 6% |
| 43 | 3 | Sampo | 9.52 | 10.10 | 6% |
| 44 | 36 | Detection Technology | 8.12 | 8.61 | 6% |
| 45 | 17 | Konecranes | 26.98 | 28.60 | 6% |
| 46 | 28 | Qt | 24.64 | 26.12 | 6% |
| 47 | 37 | Atria | 15.86 | 16.81 | 6% |
| 48 | 11 | Kone | 48.48 | 50.90 | 5% |
| 49 | 38 | Admicom | 26.20 | 27.25 | 4% |
| 50 | 30 | UPM | 23.32 | 24.25 | 4% |
| 51 | 39 | Sotkamo Silver | 0.37 | 0.38 | 4% |
| 52 | 34 | Wulff-Yhtiöt | 3.94 | 4.10 | 4% |
| 53 | 40 | Huhtamäki | 26.28 | 27.33 | 4% |
| 54 | 41 | Loihde | 12.40 | 12.77 | 3% |
| 55 | 42 | Endomines | 8.00 | 8.24 | 3% |
| 56 | 8 | Kemira | 16.69 | 17.19 | 3% |
| 57 | 43 | Toivo Group | 0.94 | 0.96 | 3% |
| 58 | 9 | Bittium | 27.05 | 27.59 | 2% |
| 59 | 44 | Aspocomp | 5.26 | 5.37 | 2% |
| 60 | 45 | Sanoma | 8.71 | 8.88 | 2% |
| 61 | 46 | Aspo | 6.08 | 6.20 | 2% |
| 62 | 47 | F-Secure | 2.09 | 2.13 | 2% |
| 63 | 29 | Tamtron | 5.35 | 5.46 | 2% |
| 64 | 49 | Lassila & Tikanoja | 6.72 | 6.85 | 2% |
| 65 | 48 | Glaston | 1.11 | 1.13 | 1% |
| 66 | 4 | Relais Group | 14.50 | 14.64 | 1% |
| 67 | 41 | Valmet | 21.68 | 21.90 | 1% |
| 68 | 10 | Terveystalo | 7.03 | 7.10 | 1% |
| 69 | 46 | Keskisuomalainen | 9.80 | 9.90 | 1% |
| 70 | 50 | Auroora Group | 7.40 | 7.47 | 1% |
| 71 | 51 | Remedy | 14.30 | 14.30 | 0% |
| 72 | 52 | Nordea Bank | 16.89 | 16.89 | 0% |
| 73 | 31 | Wärtsilä | 30.19 | 30.19 | 0% |
| 74 | 5 | Koskisen | 8.58 | 8.58 | 0% |
| 75 | 54 | Kesko | 19.46 | 19.46 | 0% |
| 76 | 53 | Administer | 2.18 | 2.18 | 0% |
| 77 | 54 | Foamit | 0.84 | 0.84 | 0% |
| 78 | 55 | Elisa | 34.98 | 34.98 | 0% |
| 79 | 37 | HKFoods | 1.68 | 1.68 | 0% |
| 80 | 56 | Witted | 1.59 | 1.59 | 0% |
| 81 | 47 | Robit | 1.23 | 1.23 | -0% |
| 82 | 57 | Stora Enso | 9.43 | 9.33 | -1% |
| 83 | 51 | Etteplan | 7.42 | 7.35 | -1% |
| 84 | 58 | Anora | 3.75 | 3.72 | -1% |
| 85 | 45 | Verkkokauppa.com | 3.19 | 3.16 | -1% |
| 86 | 54 | Ilkka | 4.01 | 3.97 | -1% |
| 87 | 17 | Apetit | 12.35 | 12.23 | -1% |
| 88 | 59 | Outokumpu | 5.53 | 5.47 | -1% |
| 89 | 40 | Ovaro Kiinteistösijoitus | 2.82 | 2.76 | -2% |
| 90 | 44 | Tulikivi | 0.54 | 0.53 | -2% |
| 91 | 14 | Kreate | 29.50 | 28.91 | -2% |
| 92 | 60 | Fiskars Group | 12.74 | 12.49 | -2% |
| 93 | 20 | Enersense | 3.62 | 3.55 | -2% |
| 94 | 61 | Nokian Renkaat | 12.86 | 12.60 | -2% |
| 95 | 27 | NoHo Partners | 7.55 | 7.32 | -3% |
| 96 | 62 | KPY | 4.10 | 3.98 | -3% |
| 97 | 18 | Nokia | 9.78 | 9.49 | -3% |
| 98 | 63 | Gofore | 9.93 | 9.53 | -4% |
| 99 | 64 | Rapala VMC | 1.24 | 1.19 | -4% |
| 100 | 65 | Nurminen Logistics | 0.69 | 0.66 | -4% |
| 101 | 66 | Luotea | 1.86 | 1.78 | -4% |
| 102 | 39 | SRV | 5.32 | 5.11 | -4% |
| 103 | 36 | Digital Workforce | 2.66 | 2.53 | -5% |
| 104 | 43 | Revenio Group | 12.66 | 12.03 | -5% |
| 105 | 20 | Boreo | 19.30 | 18.34 | -5% |
| 106 | 42 | Springvest | 7.50 | 7.05 | -6% |
| 107 | 67 | Pihlajalinna | 10.40 | 9.78 | -6% |
| 108 | 52 | Aktia Bank plc | 11.10 | 10.43 | -6% |
| 109 | 55 | Asuntosalkku | 75.00 | 70.50 | -6% |
| 110 | 68 | Netum | 1.02 | 0.96 | -6% |
| 111 | 69 | Rebl Group Oyj | 1.14 | 1.06 | -7% |
| 112 | 20 | Exel Composites | 11.90 | 11.07 | -7% |
| 113 | 26 | Modulight | 1.12 | 1.05 | -7% |
| 114 | 57 | Metsä Board | 2.69 | 2.50 | -7% |
| 115 | 71 | Siili Solutions | 3.01 | 2.80 | -7% |
| 116 | 70 | Merus Power | 4.63 | 4.31 | -7% |
| 117 | 72 | Honkarakenne | 2.70 | 2.51 | -7% |
| 118 | 65 | Tokmanni Group | 7.13 | 6.56 | -8% |
| 119 | 73 | Posti Group | 9.88 | 9.09 | -8% |
| 120 | 7 | Norrhydro | 1.16 | 1.05 | -9% |
| 121 | 35 | Mandatum | 5.54 | 5.04 | -9% |
| 122 | 64 | KH Group | 0.54 | 0.49 | -9% |
| 123 | 51 | Kamux | 1.54 | 1.40 | -9% |
| 124 | 12 | Investors House | 3.33 | 3.03 | -9% |
| 125 | 61 | Herantis Pharma | 1.70 | 1.53 | -10% |
| 126 | 33 | Solar Foods | 5.00 | 4.50 | -10% |
| 127 | 74 | Finnair | 4.85 | 4.37 | -10% |
| 128 | 75 | Vincit | 0.83 | 0.74 | -11% |
| 129 | 68 | Duell | 2.12 | 1.89 | -11% |
| 130 | 63 | Canatu A | 7.75 | 6.90 | -11% |
| 131 | 69 | Pallas Air | 0.54 | 0.48 | -11% |
| 132 | 76 | Sitowise | 2.60 | 2.31 | -11% |
| 133 | 70 | Oriola | 0.92 | 0.81 | -12% |
| 134 | 38 | YIT | 2.50 | 2.17 | -13% |
| 135 | 64 | Eezy | 0.18 | 0.16 | -13% |
| 136 | 68 | EcoUp | 1.06 | 0.92 | -13% |
| 137 | 77 | Wetteri | 0.19 | 0.16 | -13% |
| 138 | 13 | Kempower | 11.74 | 10.21 | -13% |
| 139 | 75 | Talenom | 1.19 | 1.02 | -14% |
| 140 | 74 | Kesla | 4.21 | 3.58 | -15% |
| 141 | 78 | Easor | 0.54 | 0.46 | -15% |
| 142 | 71 | Panostaja | 0.29 | 0.24 | -16% |
| 143 | 79 | Oma Säästöpankki | 16.84 | 14.15 | -16% |
| 144 | 80 | Lamor | 0.89 | 0.75 | -16% |
| 145 | 81 | Aiforia Technologies | 1.80 | 1.49 | -17% |
| 146 | 16 | QPR Software | 0.58 | 0.48 | -18% |
| 147 | 60 | Optomed | 1.64 | 1.34 | -18% |
| 148 | 72 | Solwers | 1.61 | 1.32 | -18% |
| 149 | 56 | Martela | 0.50 | 0.41 | -18% |
| 150 | 48 | Spinnova | 0.41 | 0.34 | -18% |
| 151 | 58 | Betolar | 1.19 | 0.96 | -19% |
| 152 | 22 | Nightingale Health | 0.85 | 0.69 | -19% |
| 153 | 19 | SSH | 2.06 | 1.63 | -21% |
| 154 | 81 | Bioretec | 0.02 | 0.02 | -21% |
| 155 | 76 | Solteq | 0.27 | 0.21 | -21% |
| 156 | 82 | LeadDesk | 3.42 | 2.70 | -21% |
| 157 | 82 | Suominen | 0.55 | 0.43 | -22% |
| 158 | 68 | Alisa Pankki | 0.12 | 0.10 | -22% |
| 159 | 83 | Sunborn International | 0.16 | 0.13 | -22% |
| 160 | 33 | Faron Pharmaceuticals | 0.49 | 0.38 | -23% |
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.79
| Sektori | Yhtiöt | |||||||
| 1 | Vaisala | |||||||
| 2 | GRK Infra | |||||||
| 3 | Orion | Sampo | ||||||
| 4 | Raute | Relais Group | ||||||
| 5 | Alexandria Group | Viafin Service | Koskisen | |||||
| 6 | Tekova | |||||||
| 7 | eQ | Norrhydro | ||||||
| 8 | United Bankers | Kemira | ||||||
| 9 | Alma Media | Bittium | ||||||
| 10 | Marimekko | Harvia | Terveystalo | |||||
| 11 | LapWall | Kone | ||||||
| 12 | Evli | Investors House | ||||||
| 13 | Titanium | Kempower | ||||||
| 14 | Componenta | Kreate | ||||||
| 15 | Raisio | Consti | ||||||
| 16 | Biohit | Digia | QPR Software | |||||
| 17 | Hiab Oyj | Konecranes | Apetit | |||||
| 18 | Nexstim | Nokia | ||||||
| 19 | Taaleri | SSH | ||||||
| 20 | Tecnotree | Enersense | Boreo | Exel Composites | ||||
| 21 | CapMan | Neste | ||||||
| 22 | Fodelia | Nightingale Health | ||||||
| 23 | Metso | Kalmar | ||||||
| 24 | Aallon Group | Arvo Sijoitusosuuskunta | ||||||
| 25 | Lemonsoft | |||||||
| 26 | Ponsse | Modulight | ||||||
| 27 | Scanfil | NoHo Partners | ||||||
| 28 | Orthex | Qt | ||||||
| 29 | Incap | Tamtron | ||||||
| 30 | Fondia | UPM | ||||||
| 31 | Puuilo | Wärtsilä | ||||||
| 32 | Framery Group | |||||||
| 33 | Enento Group | Solar Foods | Faron Pharmaceuticals | |||||
| 34 | Teleste | Wulff-Yhtiöt | ||||||
| 35 | Fortum | Mandatum | ||||||
| 36 | Detection Technology | Digital Workforce | ||||||
| 37 | Atria | HKFoods | ||||||
| 38 | Admicom | YIT | ||||||
| 39 | Sotkamo Silver | SRV | ||||||
| 40 | Huhtamäki | Ovaro Kiinteistösijoitus | ||||||
| 41 | Loihde | Valmet | ||||||
| 42 | Endomines | Springvest | ||||||
| 43 | Toivo Group | Revenio Group | ||||||
| 44 | Aspocomp | Tulikivi | ||||||
| 45 | Sanoma | Verkkokauppa.com | ||||||
| 46 | Aspo | Keskisuomalainen | ||||||
| 47 | F-Secure | Robit | ||||||
| 48 | Glaston | Spinnova | ||||||
| 49 | Lassila & Tikanoja | |||||||
| 50 | Auroora Group | |||||||
| 51 | Remedy | Etteplan | Kamux | |||||
| 52 | Nordea Bank | Aktia Bank plc | ||||||
| 53 | Administer | |||||||
| 54 | Kesko | Foamit | Ilkka | |||||
| 55 | Elisa | Asuntosalkku | ||||||
| 56 | Witted | Martela | ||||||
| 57 | Stora Enso | Metsä Board | ||||||
| 58 | Anora | Betolar | ||||||
| 59 | Outokumpu | |||||||
| 60 | Fiskars Group | Optomed | ||||||
| 61 | Nokian Renkaat | Herantis Pharma | ||||||
| 62 | KPY | |||||||
| 63 | Gofore | Canatu A | ||||||
| 64 | Rapala VMC | KH Group | Eezy | |||||
| 65 | Nurminen Logistics | Tokmanni Group | ||||||
| 66 | Luotea | |||||||
| 67 | Pihlajalinna | |||||||
| 68 | Netum | Duell | EcoUp | Alisa Pankki | ||||
| 69 | Rebl Group Oyj | Pallas Air | ||||||
| 70 | Merus Power | Oriola | ||||||
| 71 | Siili Solutions | Panostaja | ||||||
| 72 | Honkarakenne | Solwers | ||||||
| 73 | Posti Group | |||||||
| 74 | Finnair | Kesla | ||||||
| 75 | Vincit | Talenom | ||||||
| 76 | Sitowise | Solteq | ||||||
| 77 | Wetteri | |||||||
| 78 | Easor | |||||||
| 79 | Oma Säästöpankki | |||||||
| 80 | Lamor | |||||||
| 81 | Aiforia Technologies | Bioretec | ||||||
| 82 | LeadDesk | Suominen | ||||||
| 83 | 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: