Päivitetty 9.10.2026
| 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 | 14.77% | 16.77% | 2.00 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 591.68 | 1778.98 | 202.11% | 5.65% |
Päivitys 9.10.2026: Ei muutoksia mallisalkun sisältöön.
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 08.10.2026 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | GRK Infra | 26.05 | 31.52 | 21% |
| 2 | 2 | Viafin Service | 20.50 | 24.60 | 20% |
| 3 | 3 | Orion | 80.90 | 96.27 | 19% |
| 4 | 4 | Vaisala | 61.20 | 72.22 | 18% |
| 5 | 6 | Raute | 14.70 | 16.90 | 15% |
| 6 | 5 | Evli | 23.90 | 27.48 | 15% |
| 7 | 7 | Harvia | 43.45 | 49.53 | 14% |
| 8 | 8 | Kone | 51.92 | 59.19 | 14% |
| 9 | 9 | Fodelia | 4.51 | 5.01 | 11% |
| 10 | 11 | Scanfil | 12.90 | 14.32 | 11% |
| 11 | 10 | Sanoma | 10.04 | 11.14 | 11% |
| 12 | 8 | LapWall | 5.00 | 5.55 | 11% |
| 13 | 13 | Consti | 11.00 | 12.21 | 11% |
| 14 | 12 | Alma Media | 12.95 | 14.37 | 11% |
| 15 | 2 | Alexandria Group | 12.60 | 13.99 | 11% |
| 16 | 14 | Framery Group | 6.40 | 7.11 | 11% |
| 17 | 9 | Admicom | 30.20 | 33.22 | 10% |
| 18 | 15 | Titanium | 5.54 | 6.09 | 10% |
| 19 | 16 | Tekova | 1.06 | 1.17 | 10% |
| 20 | 17 | Puuilo | 17.28 | 19.01 | 10% |
| 21 | 18 | Aallon Group | 9.00 | 9.90 | 10% |
| 22 | 19 | Componenta | 7.40 | 8.07 | 9% |
| 23 | 21 | Lemonsoft | 5.08 | 5.54 | 9% |
| 24 | 20 | eQ | 8.32 | 9.07 | 9% |
| 25 | 22 | CapMan | 1.74 | 1.90 | 9% |
| 26 | 23 | Orthex | 4.50 | 4.91 | 9% |
| 27 | 24 | Fondia | 4.80 | 5.18 | 8% |
| 28 | 25 | Taaleri | 7.52 | 8.12 | 8% |
| 29 | 26 | Kalmar | 36.96 | 39.55 | 7% |
| 30 | 7 | Marimekko | 9.16 | 9.80 | 7% |
| 31 | 27 | United Bankers | 21.10 | 22.58 | 7% |
| 32 | 28 | Kesko | 23.00 | 24.61 | 7% |
| 33 | 29 | Wulff-Yhtiöt | 4.39 | 4.70 | 7% |
| 34 | 30 | Konecranes | 29.82 | 31.91 | 7% |
| 35 | 26 | Metso | 16.44 | 17.43 | 6% |
| 36 | 31 | Endomines | 9.19 | 9.74 | 6% |
| 37 | 33 | Enento Group | 15.00 | 15.75 | 5% |
| 38 | 32 | Elisa | 35.38 | 37.15 | 5% |
| 39 | 27 | Kemira | 16.86 | 17.70 | 5% |
| 40 | 34 | Incap | 8.55 | 8.98 | 5% |
| 41 | 29 | Teleste | 3.43 | 3.60 | 5% |
| 42 | 35 | Auroora Group | 9.80 | 10.29 | 5% |
| 43 | 36 | Nexstim | 9.01 | 9.37 | 4% |
| 44 | 17 | Wärtsilä | 29.09 | 30.25 | 4% |
| 45 | 38 | Fortum | 23.60 | 24.54 | 4% |
| 46 | 37 | Detection Technology | 7.30 | 7.59 | 4% |
| 47 | 39 | Ponsse | 21.90 | 22.56 | 3% |
| 48 | 40 | Nordea Bank | 16.69 | 17.19 | 3% |
| 49 | 41 | Valmet | 26.24 | 27.03 | 3% |
| 50 | 42 | Atria | 15.18 | 15.64 | 3% |
| 51 | 24 | UPM | 24.13 | 24.85 | 3% |
| 52 | 43 | Aspo | 7.18 | 7.40 | 3% |
| 53 | 13 | Raisio | 2.26 | 2.33 | 3% |
| 54 | 44 | Biohit | 2.33 | 2.40 | 3% |
| 55 | 3 | Sampo | 8.72 | 8.89 | 2% |
| 56 | 45 | Verkkokauppa.com | 3.56 | 3.63 | 2% |
| 57 | 44 | Digia | 5.08 | 5.18 | 2% |
| 58 | 18 | Arvo Sijoitusosuuskunta | 78.82 | 80.40 | 2% |
| 59 | 46 | Qt | 33.40 | 34.07 | 2% |
| 60 | 40 | Aktia Bank plc | 12.74 | 12.99 | 2% |
| 61 | 48 | Lassila & Tikanoja | 6.20 | 6.32 | 2% |
| 62 | 47 | Hiab Oyj | 55.80 | 56.92 | 2% |
| 63 | 22 | Neste | 33.53 | 34.20 | 2% |
| 64 | 49 | Tecnotree | 6.54 | 6.67 | 2% |
| 65 | 41 | Loihde | 13.55 | 13.69 | 1% |
| 66 | 7 | Terveystalo | 6.98 | 7.05 | 1% |
| 67 | 50 | Keskisuomalainen | 9.14 | 9.23 | 1% |
| 68 | 12 | Bittium | 36.70 | 37.07 | 1% |
| 69 | 51 | Aspocomp | 5.86 | 5.92 | 1% |
| 70 | 19 | Kreate | 40.10 | 40.10 | 0% |
| 71 | 52 | Gofore | 10.92 | 10.81 | -1% |
| 72 | 38 | Mandatum | 5.95 | 5.89 | -1% |
| 73 | 11 | NoHo Partners | 7.43 | 7.36 | -1% |
| 74 | 53 | Remedy | 16.82 | 16.65 | -1% |
| 75 | 53 | Etteplan | 7.62 | 7.54 | -1% |
| 76 | 54 | Nokian Panimo | 2.45 | 2.43 | -1% |
| 77 | 42 | HKFoods | 1.58 | 1.57 | -1% |
| 78 | 55 | Robit | 1.34 | 1.32 | -2% |
| 79 | 56 | Huhtamäki | 26.54 | 26.01 | -2% |
| 80 | 58 | Sotkamo Silver | 0.37 | 0.36 | -2% |
| 81 | 57 | Anora | 3.77 | 3.69 | -2% |
| 82 | 23 | Fiskars Group | 12.98 | 12.72 | -2% |
| 83 | 2 | Koskisen | 8.06 | 7.82 | -3% |
| 84 | 59 | Witted | 1.59 | 1.55 | -3% |
| 85 | 61 | Pihlajalinna | 10.46 | 10.15 | -3% |
| 86 | 60 | Luotea | 1.72 | 1.67 | -3% |
| 87 | 62 | Administer | 2.04 | 1.96 | -4% |
| 88 | 49 | Enersense | 5.96 | 5.72 | -4% |
| 89 | 63 | Rapala VMC | 1.70 | 1.63 | -4% |
| 90 | 56 | Ovaro Kiinteistösijoitus | 2.80 | 2.69 | -4% |
| 91 | 10 | Foamit | 0.81 | 0.78 | -4% |
| 92 | 64 | Posti Group | 13.36 | 12.83 | -4% |
| 93 | 65 | Stora Enso | 9.77 | 9.38 | -4% |
| 94 | 49 | Exel Composites | 15.65 | 14.87 | -5% |
| 95 | 66 | Toivo Group | 0.86 | 0.82 | -5% |
| 96 | 6 | Relais Group | 12.75 | 12.11 | -5% |
| 97 | 67 | Merus Power | 6.20 | 5.89 | -5% |
| 98 | 68 | Nokian Renkaat | 14.28 | 13.57 | -5% |
| 99 | 49 | Boreo | 24.60 | 23.37 | -5% |
| 100 | 69 | Glaston | 0.97 | 0.91 | -6% |
| 101 | 30 | Apetit | 12.30 | 11.56 | -6% |
| 102 | 20 | Norrhydro | 1.18 | 1.11 | -6% |
| 103 | 65 | Metsä Board | 3.10 | 2.89 | -7% |
| 104 | 19 | Ilkka | 3.58 | 3.33 | -7% |
| 105 | 70 | Nurminen Logistics | 0.55 | 0.51 | -8% |
| 106 | 32 | Asuntosalkku | 73.50 | 67.62 | -8% |
| 107 | 36 | Nokia | 9.09 | 8.36 | -8% |
| 108 | 31 | Springvest | 7.86 | 7.23 | -8% |
| 109 | 70 | Tokmanni Group | 6.68 | 6.08 | -9% |
| 110 | 37 | Digital Workforce | 2.55 | 2.32 | -9% |
| 111 | 58 | SRV | 8.74 | 7.87 | -10% |
| 112 | 71 | Finnair | 4.25 | 3.83 | -10% |
| 113 | 51 | Tulikivi | 0.50 | 0.45 | -10% |
| 114 | 5 | Investors House | 2.92 | 2.63 | -10% |
| 115 | 72 | Honkarakenne | 2.50 | 2.25 | -10% |
| 116 | 53 | Kamux | 1.51 | 1.36 | -10% |
| 117 | 73 | KPY | 3.12 | 2.78 | -11% |
| 118 | 20 | KH Group | 0.92 | 0.82 | -11% |
| 119 | 50 | Outokumpu | 4.87 | 4.33 | -11% |
| 120 | 74 | Vincit | 0.95 | 0.85 | -11% |
| 121 | 74 | Talenom | 1.13 | 1.01 | -11% |
| 122 | 28 | YIT | 4.14 | 3.68 | -11% |
| 123 | 75 | Rebl Group Oyj | 0.96 | 0.85 | -12% |
| 124 | 55 | F-Secure | 1.43 | 1.25 | -13% |
| 125 | 75 | Pallas Air | 0.46 | 0.40 | -13% |
| 126 | 34 | Tamtron | 3.92 | 3.41 | -13% |
| 127 | 66 | Revenio Group | 10.94 | 9.41 | -14% |
| 128 | 76 | Oma Säästöpankki | 17.20 | 14.79 | -14% |
| 129 | 77 | Sitowise | 2.25 | 1.91 | -15% |
| 130 | 33 | Solar Foods | 4.76 | 4.05 | -15% |
| 131 | 78 | Wetteri | 0.17 | 0.15 | -15% |
| 132 | 20 | Eezy | 0.21 | 0.18 | -15% |
| 133 | 79 | Siili Solutions | 2.70 | 2.27 | -16% |
| 134 | 80 | EcoUp | 1.16 | 0.97 | -16% |
| 135 | 71 | Kesla | 3.88 | 3.26 | -16% |
| 136 | 80 | Duell | 2.18 | 1.81 | -17% |
| 137 | 39 | Modulight | 1.00 | 0.83 | -17% |
| 138 | 81 | Lamor | 0.83 | 0.69 | -17% |
| 139 | 79 | Panostaja | 0.27 | 0.22 | -18% |
| 140 | 44 | QPR Software | 0.58 | 0.47 | -19% |
| 141 | 15 | Kempower | 8.55 | 6.93 | -19% |
| 142 | 82 | Easor | 0.45 | 0.37 | -19% |
| 143 | 9 | Nightingale Health | 1.20 | 0.96 | -20% |
| 144 | 67 | Oriola | 0.74 | 0.59 | -20% |
| 145 | 77 | Solteq | 0.30 | 0.24 | -20% |
| 146 | 63 | Solwers | 1.20 | 0.96 | -20% |
| 147 | 46 | Optomed | 1.46 | 1.15 | -21% |
| 148 | 69 | Spinnova | 0.43 | 0.34 | -21% |
| 149 | 68 | Herantis Pharma | 1.34 | 1.04 | -22% |
| 150 | 80 | Netum | 0.74 | 0.58 | -22% |
| 151 | 25 | SSH | 1.98 | 1.55 | -22% |
| 152 | 33 | Faron Pharmaceuticals | 0.42 | 0.32 | -23% |
| 153 | 52 | Canatu A | 5.40 | 4.16 | -23% |
| 154 | 83 | Suominen | 0.57 | 0.44 | -23% |
| 155 | 83 | LeadDesk | 2.07 | 1.57 | -24% |
| 156 | 59 | Martela | 0.50 | 0.38 | -24% |
| 157 | 45 | Sunborn International | 0.13 | 0.10 | -25% |
| 158 | 84 | Bioretec | 0.02 | 0.02 | -26% |
| 159 | 84 | Aiforia Technologies | 0.96 | 0.69 | -28% |
| 160 | 72 | Betolar | 0.88 | 0.62 | -29% |
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.79
| Sektori | Yhtiöt | |||||||
| 1 | GRK Infra | |||||||
| 2 | Viafin Service | Alexandria Group | Koskisen | |||||
| 3 | Orion | Sampo | ||||||
| 4 | Vaisala | |||||||
| 5 | Evli | Investors House | ||||||
| 6 | Raute | Relais Group | ||||||
| 7 | Harvia | Marimekko | Terveystalo | |||||
| 8 | Kone | LapWall | ||||||
| 9 | Fodelia | Admicom | Nightingale Health | |||||
| 10 | Sanoma | Foamit | ||||||
| 11 | Scanfil | NoHo Partners | ||||||
| 12 | Alma Media | Bittium | ||||||
| 13 | Consti | Raisio | ||||||
| 14 | Framery Group | |||||||
| 15 | Titanium | Kempower | ||||||
| 16 | Tekova | |||||||
| 17 | Puuilo | Wärtsilä | ||||||
| 18 | Aallon Group | Arvo Sijoitusosuuskunta | ||||||
| 19 | Componenta | Kreate | Ilkka | |||||
| 20 | eQ | Norrhydro | KH Group | Eezy | ||||
| 21 | Lemonsoft | |||||||
| 22 | CapMan | Neste | ||||||
| 23 | Orthex | Fiskars Group | ||||||
| 24 | Fondia | UPM | ||||||
| 25 | Taaleri | SSH | ||||||
| 26 | Kalmar | Metso | ||||||
| 27 | United Bankers | Kemira | ||||||
| 28 | Kesko | YIT | ||||||
| 29 | Wulff-Yhtiöt | Teleste | ||||||
| 30 | Konecranes | Apetit | ||||||
| 31 | Endomines | Springvest | ||||||
| 32 | Elisa | Asuntosalkku | ||||||
| 33 | Enento Group | Solar Foods | Faron Pharmaceuticals | |||||
| 34 | Incap | Tamtron | ||||||
| 35 | Auroora Group | |||||||
| 36 | Nexstim | Nokia | ||||||
| 37 | Detection Technology | Digital Workforce | ||||||
| 38 | Fortum | Mandatum | ||||||
| 39 | Ponsse | Modulight | ||||||
| 40 | Nordea Bank | Aktia Bank plc | ||||||
| 41 | Valmet | Loihde | ||||||
| 42 | Atria | HKFoods | ||||||
| 43 | Aspo | |||||||
| 44 | Biohit | Digia | QPR Software | |||||
| 45 | Verkkokauppa.com | Sunborn International | ||||||
| 46 | Qt | Optomed | ||||||
| 47 | Hiab Oyj | |||||||
| 48 | Lassila & Tikanoja | |||||||
| 49 | Tecnotree | Enersense | Exel Composites | Boreo | ||||
| 50 | Keskisuomalainen | Outokumpu | ||||||
| 51 | Aspocomp | Tulikivi | ||||||
| 52 | Gofore | Canatu A | ||||||
| 53 | Remedy | Etteplan | Kamux | |||||
| 54 | Nokian Panimo | |||||||
| 55 | Robit | F-Secure | ||||||
| 56 | Huhtamäki | Ovaro Kiinteistösijoitus | ||||||
| 57 | Anora | |||||||
| 58 | Sotkamo Silver | SRV | ||||||
| 59 | Witted | Martela | ||||||
| 60 | Luotea | |||||||
| 61 | Pihlajalinna | |||||||
| 62 | Administer | |||||||
| 63 | Rapala VMC | Solwers | ||||||
| 64 | Posti Group | |||||||
| 65 | Stora Enso | Metsä Board | ||||||
| 66 | Toivo Group | Revenio Group | ||||||
| 67 | Merus Power | Oriola | ||||||
| 68 | Nokian Renkaat | Herantis Pharma | ||||||
| 69 | Glaston | Spinnova | ||||||
| 70 | Nurminen Logistics | Tokmanni Group | ||||||
| 71 | Finnair | Kesla | ||||||
| 72 | Honkarakenne | Betolar | ||||||
| 73 | KPY | |||||||
| 74 | Talenom | Vincit | ||||||
| 75 | Rebl Group Oyj | Pallas Air | ||||||
| 76 | Oma Säästöpankki | |||||||
| 77 | Sitowise | Solteq | ||||||
| 78 | Wetteri | |||||||
| 79 | Siili Solutions | Panostaja | ||||||
| 80 | EcoUp | Duell | Netum | |||||
| 81 | Lamor | |||||||
| 82 | Easor | |||||||
| 83 | Suominen | LeadDesk | ||||||
| 84 | 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: