Päivitetty 11.9.2026
| 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 | 17.47% | 17.67% | 0.21 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 602.71 | 1792.83 | 197.46% | 5.59% |
Päivitys 11.9.2026: Ei muutoksia mallisalkun sisältöön.
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 10.09.2026 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | GRK Infra | 24.00 | 27.84 | 16% |
| 2 | 2 | Alexandria Group | 14.75 | 16.96 | 15% |
| 3 | 3 | Vaisala | 57.00 | 65.55 | 15% |
| 4 | 4 | Orion | 79.00 | 90.06 | 14% |
| 5 | 5 | LapWall | 4.56 | 5.20 | 14% |
| 6 | 2 | Viafin Service | 19.65 | 22.40 | 14% |
| 7 | 6 | Evli | 24.40 | 27.33 | 12% |
| 8 | 7 | Harvia | 43.45 | 48.23 | 11% |
| 9 | 8 | Alma Media | 13.65 | 15.15 | 11% |
| 10 | 10 | Titanium | 6.02 | 6.62 | 10% |
| 11 | 9 | Componenta | 7.56 | 8.24 | 9% |
| 12 | 11 | Raute | 14.55 | 15.86 | 9% |
| 13 | 13 | Puuilo | 16.82 | 18.33 | 9% |
| 14 | 12 | Framery Group | 6.30 | 6.87 | 9% |
| 15 | 15 | United Bankers | 24.40 | 26.35 | 8% |
| 16 | 14 | Consti | 11.25 | 12.15 | 8% |
| 17 | 16 | Tekova | 1.14 | 1.23 | 8% |
| 18 | 17 | Orthex | 4.74 | 5.12 | 8% |
| 19 | 18 | Kalmar | 39.48 | 42.64 | 8% |
| 20 | 19 | Scanfil | 12.30 | 13.16 | 7% |
| 21 | 20 | Aallon Group | 9.20 | 9.84 | 7% |
| 22 | 21 | Sanoma | 9.70 | 10.38 | 7% |
| 23 | 22 | eQ | 8.82 | 9.44 | 7% |
| 24 | 23 | Ponsse | 24.00 | 25.44 | 6% |
| 25 | 24 | Huhtamäki | 30.72 | 32.56 | 6% |
| 26 | 5 | Kone | 49.80 | 52.29 | 5% |
| 27 | 25 | Fondia | 4.90 | 5.15 | 5% |
| 28 | 18 | Metso | 17.72 | 18.61 | 5% |
| 29 | 27 | CapMan | 1.76 | 1.84 | 5% |
| 30 | 26 | Elisa | 36.70 | 38.17 | 4% |
| 31 | 4 | Sampo | 9.39 | 9.77 | 4% |
| 32 | 28 | Etteplan | 8.56 | 8.90 | 4% |
| 33 | 29 | Nexstim | 9.88 | 10.28 | 4% |
| 34 | 30 | Kesko | 21.90 | 22.78 | 4% |
| 35 | 31 | Wulff-Yhtiöt | 4.43 | 4.61 | 4% |
| 36 | 32 | Nordea Bank | 17.69 | 18.40 | 4% |
| 37 | 33 | Fodelia | 4.43 | 4.61 | 4% |
| 38 | 34 | Konecranes | 28.86 | 30.01 | 4% |
| 39 | 36 | Taaleri | 7.35 | 7.57 | 3% |
| 40 | 35 | Atria | 16.26 | 16.75 | 3% |
| 41 | 37 | Endomines | 9.28 | 9.47 | 2% |
| 42 | 38 | Digia | 5.56 | 5.67 | 2% |
| 43 | 7 | Marimekko | 9.10 | 9.28 | 2% |
| 44 | 15 | Kemira | 17.25 | 17.59 | 2% |
| 45 | 25 | UPM | 25.62 | 26.13 | 2% |
| 46 | 34 | Hiab Oyj | 60.05 | 61.25 | 2% |
| 47 | 39 | Enento Group | 15.40 | 15.71 | 2% |
| 48 | 38 | Biohit | 2.42 | 2.44 | 1% |
| 49 | 14 | Raisio | 2.43 | 2.45 | 1% |
| 50 | 41 | Verkkokauppa.com | 3.50 | 3.54 | 1% |
| 51 | 40 | Lemonsoft | 4.65 | 4.70 | 1% |
| 52 | 42 | Aspo | 7.32 | 7.39 | 1% |
| 53 | 33 | Terveystalo | 7.65 | 7.73 | 1% |
| 54 | 43 | Auroora Group | 11.50 | 11.62 | 1% |
| 55 | 44 | Lassila & Tikanoja | 7.05 | 7.12 | 1% |
| 56 | 45 | Valmet | 28.22 | 28.22 | 0% |
| 57 | 46 | Fortum | 24.10 | 24.10 | 0% |
| 58 | 20 | Arvo Sijoitusosuuskunta | 82.31 | 82.31 | 0% |
| 59 | 47 | Detection Technology | 7.62 | 7.62 | 0% |
| 60 | 32 | Aktia Bank plc | 12.48 | 12.48 | 0% |
| 61 | 33 | Admicom | 26.60 | 26.33 | -1% |
| 62 | 27 | Neste | 33.00 | 32.67 | -1% |
| 63 | 9 | Kreate | 30.60 | 30.29 | -1% |
| 64 | 13 | Wärtsilä | 28.98 | 28.69 | -1% |
| 65 | 48 | F-Secure | 1.93 | 1.91 | -1% |
| 66 | 31 | Teleste | 3.37 | 3.34 | -1% |
| 67 | 46 | Mandatum | 6.18 | 6.12 | -1% |
| 68 | 49 | Qt | 33.94 | 33.26 | -2% |
| 69 | 50 | Tecnotree | 6.60 | 6.47 | -2% |
| 70 | 28 | Remedy | 18.30 | 17.93 | -2% |
| 71 | 8 | Bittium | 36.85 | 36.11 | -2% |
| 72 | 51 | Gofore | 11.38 | 11.15 | -2% |
| 73 | 42 | Keskisuomalainen | 9.28 | 9.00 | -3% |
| 74 | 52 | Incap | 8.35 | 8.10 | -3% |
| 75 | 19 | NoHo Partners | 7.51 | 7.28 | -3% |
| 76 | 53 | Aspocomp | 5.46 | 5.30 | -3% |
| 77 | 35 | HKFoods | 1.64 | 1.59 | -3% |
| 78 | 45 | Loihde | 12.25 | 11.76 | -4% |
| 79 | 54 | Administer | 2.18 | 2.09 | -4% |
| 80 | 55 | Sotkamo Silver | 0.43 | 0.42 | -4% |
| 81 | 56 | Anora | 3.83 | 3.68 | -4% |
| 82 | 57 | Nokian Panimo | 2.52 | 2.39 | -5% |
| 83 | 50 | Enersense | 4.56 | 4.33 | -5% |
| 84 | 8 | Koskisen | 8.44 | 8.02 | -5% |
| 85 | 17 | Fiskars Group | 13.16 | 12.50 | -5% |
| 86 | 58 | Pihlajalinna | 10.54 | 10.01 | -5% |
| 87 | 59 | Luotea | 2.11 | 2.00 | -5% |
| 88 | 60 | Stora Enso | 10.10 | 9.59 | -5% |
| 89 | 48 | Robit | 1.35 | 1.27 | -6% |
| 90 | 61 | Posti Group | 13.32 | 12.52 | -6% |
| 91 | 62 | Toivo Group | 0.92 | 0.86 | -6% |
| 92 | 11 | Relais Group | 13.75 | 12.79 | -7% |
| 93 | 63 | Witted | 1.62 | 1.51 | -7% |
| 94 | 21 | Foamit | 0.83 | 0.77 | -7% |
| 95 | 50 | Boreo | 23.30 | 21.67 | -7% |
| 96 | 64 | Rapala VMC | 1.68 | 1.54 | -8% |
| 97 | 65 | Nokian Renkaat | 16.26 | 14.96 | -8% |
| 98 | 22 | Norrhydro | 1.22 | 1.12 | -8% |
| 99 | 50 | Exel Composites | 13.30 | 12.24 | -8% |
| 100 | 26 | Asuntosalkku | 77.00 | 70.84 | -8% |
| 101 | 60 | Metsä Board | 3.42 | 3.11 | -9% |
| 102 | 66 | Glaston | 1.02 | 0.93 | -9% |
| 103 | 67 | Merus Power | 5.58 | 5.08 | -9% |
| 104 | 34 | Apetit | 12.15 | 11.06 | -9% |
| 105 | 68 | Tokmanni Group | 7.11 | 6.47 | -9% |
| 106 | 24 | Ovaro Kiinteistösijoitus | 2.78 | 2.50 | -10% |
| 107 | 53 | Tulikivi | 0.55 | 0.50 | -10% |
| 108 | 69 | Finnair | 4.52 | 4.07 | -10% |
| 109 | 70 | Vincit | 1.11 | 1.00 | -10% |
| 110 | 68 | Nurminen Logistics | 0.59 | 0.53 | -10% |
| 111 | 71 | Outokumpu | 5.37 | 4.83 | -10% |
| 112 | 9 | Ilkka | 3.71 | 3.30 | -11% |
| 113 | 37 | Springvest | 8.26 | 7.35 | -11% |
| 114 | 47 | Digital Workforce | 2.57 | 2.26 | -12% |
| 115 | 29 | Nokia | 9.24 | 8.13 | -12% |
| 116 | 55 | SRV | 9.20 | 8.10 | -12% |
| 117 | 6 | Investors House | 3.21 | 2.82 | -12% |
| 118 | 72 | KPY | 3.60 | 3.13 | -13% |
| 119 | 67 | Oriola | 0.89 | 0.78 | -13% |
| 120 | 28 | Kamux | 1.52 | 1.32 | -13% |
| 121 | 22 | KH Group | 0.86 | 0.75 | -13% |
| 122 | 70 | Talenom | 1.21 | 1.05 | -13% |
| 123 | 73 | Sitowise | 2.57 | 2.21 | -14% |
| 124 | 30 | YIT | 3.78 | 3.25 | -14% |
| 125 | 75 | Siili Solutions | 3.23 | 2.78 | -14% |
| 126 | 74 | Rebl Group Oyj | 1.02 | 0.88 | -14% |
| 127 | 62 | Revenio Group | 12.90 | 11.09 | -14% |
| 128 | 74 | Pallas Air | 0.50 | 0.42 | -15% |
| 129 | 39 | Solar Foods | 5.04 | 4.23 | -16% |
| 130 | 77 | Wetteri | 0.17 | 0.15 | -16% |
| 131 | 76 | Honkarakenne | 2.42 | 2.03 | -16% |
| 132 | 63 | Martela | 0.52 | 0.43 | -17% |
| 133 | 52 | Tamtron | 4.00 | 3.32 | -17% |
| 134 | 78 | Oma Säästöpankki | 16.98 | 14.09 | -17% |
| 135 | 69 | Kesla | 4.24 | 3.52 | -17% |
| 136 | 23 | Modulight | 1.05 | 0.88 | -17% |
| 137 | 22 | Eezy | 0.20 | 0.16 | -18% |
| 138 | 79 | Lamor | 0.90 | 0.74 | -18% |
| 139 | 10 | Kempower | 10.05 | 8.14 | -19% |
| 140 | 80 | Duell | 2.28 | 1.85 | -19% |
| 141 | 75 | Panostaja | 0.29 | 0.23 | -19% |
| 142 | 80 | Netum | 0.75 | 0.59 | -21% |
| 143 | 80 | EcoUp | 1.08 | 0.85 | -21% |
| 144 | 64 | Solwers | 1.57 | 1.24 | -21% |
| 145 | 81 | Easor | 0.51 | 0.40 | -21% |
| 146 | 73 | Solteq | 0.31 | 0.24 | -21% |
| 147 | 36 | SSH | 2.27 | 1.77 | -22% |
| 148 | 65 | Herantis Pharma | 1.48 | 1.14 | -23% |
| 149 | 38 | QPR Software | 0.54 | 0.42 | -23% |
| 150 | 82 | Suominen | 0.66 | 0.51 | -23% |
| 151 | 66 | Spinnova | 0.49 | 0.38 | -23% |
| 152 | 76 | Alisa Pankki | 0.14 | 0.11 | -23% |
| 153 | 49 | Optomed | 1.59 | 1.21 | -24% |
| 154 | 33 | Nightingale Health | 0.92 | 0.70 | -24% |
| 155 | 82 | LeadDesk | 2.92 | 2.19 | -25% |
| 156 | 41 | Sunborn International | 0.17 | 0.13 | -25% |
| 157 | 39 | Faron Pharmaceuticals | 0.41 | 0.31 | -25% |
| 158 | 51 | Canatu A | 5.75 | 4.25 | -26% |
| 159 | 83 | Bioretec | 0.02 | 0.02 | -29% |
| 160 | 56 | Betolar | 0.97 | 0.67 | -31% |
| 161 | 83 | Aiforia Technologies | 0.91 | 0.63 | -31% |
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.79
| Sektori | Yhtiöt | |||||||
| 1 | GRK Infra | |||||||
| 2 | Alexandria Group | Viafin Service | ||||||
| 3 | Vaisala | |||||||
| 4 | Orion | Sampo | ||||||
| 5 | LapWall | Kone | ||||||
| 6 | Evli | Investors House | ||||||
| 7 | Harvia | Marimekko | ||||||
| 8 | Alma Media | Bittium | Koskisen | |||||
| 9 | Componenta | Kreate | Ilkka | |||||
| 10 | Titanium | Kempower | ||||||
| 11 | Raute | Relais Group | ||||||
| 12 | Framery Group | |||||||
| 13 | Puuilo | Wärtsilä | ||||||
| 14 | Consti | Raisio | ||||||
| 15 | United Bankers | Kemira | ||||||
| 16 | Tekova | |||||||
| 17 | Orthex | Fiskars Group | ||||||
| 18 | Kalmar | Metso | ||||||
| 19 | Scanfil | NoHo Partners | ||||||
| 20 | Aallon Group | Arvo Sijoitusosuuskunta | ||||||
| 21 | Sanoma | Foamit | ||||||
| 22 | eQ | Norrhydro | KH Group | Eezy | ||||
| 23 | Ponsse | Modulight | ||||||
| 24 | Huhtamäki | Ovaro Kiinteistösijoitus | ||||||
| 25 | Fondia | UPM | ||||||
| 26 | Elisa | Asuntosalkku | ||||||
| 27 | CapMan | Neste | ||||||
| 28 | Etteplan | Remedy | Kamux | |||||
| 29 | Nexstim | Nokia | ||||||
| 30 | Kesko | YIT | ||||||
| 31 | Wulff-Yhtiöt | Teleste | ||||||
| 32 | Nordea Bank | Aktia Bank plc | ||||||
| 33 | Fodelia | Terveystalo | Admicom | Nightingale Health | ||||
| 34 | Konecranes | Hiab Oyj | Apetit | |||||
| 35 | Atria | HKFoods | ||||||
| 36 | Taaleri | SSH | ||||||
| 37 | Endomines | Springvest | ||||||
| 38 | Digia | Biohit | QPR Software | |||||
| 39 | Enento Group | Solar Foods | Faron Pharmaceuticals | |||||
| 40 | Lemonsoft | |||||||
| 41 | Verkkokauppa.com | Sunborn International | ||||||
| 42 | Aspo | Keskisuomalainen | ||||||
| 43 | Auroora Group | |||||||
| 44 | Lassila & Tikanoja | |||||||
| 45 | Valmet | Loihde | ||||||
| 46 | Fortum | Mandatum | ||||||
| 47 | Detection Technology | Digital Workforce | ||||||
| 48 | F-Secure | Robit | ||||||
| 49 | Qt | Optomed | ||||||
| 50 | Tecnotree | Enersense | Boreo | Exel Composites | ||||
| 51 | Gofore | Canatu A | ||||||
| 52 | Incap | Tamtron | ||||||
| 53 | Aspocomp | Tulikivi | ||||||
| 54 | Administer | |||||||
| 55 | Sotkamo Silver | SRV | ||||||
| 56 | Anora | Betolar | ||||||
| 57 | Nokian Panimo | |||||||
| 58 | Pihlajalinna | |||||||
| 59 | Luotea | |||||||
| 60 | Stora Enso | Metsä Board | ||||||
| 61 | Posti Group | |||||||
| 62 | Toivo Group | Revenio Group | ||||||
| 63 | Witted | Martela | ||||||
| 64 | Rapala VMC | Solwers | ||||||
| 65 | Nokian Renkaat | Herantis Pharma | ||||||
| 66 | Glaston | Spinnova | ||||||
| 67 | Merus Power | Oriola | ||||||
| 68 | Tokmanni Group | Nurminen Logistics | ||||||
| 69 | Finnair | Kesla | ||||||
| 70 | Vincit | Talenom | ||||||
| 71 | Outokumpu | |||||||
| 72 | KPY | |||||||
| 73 | Sitowise | Solteq | ||||||
| 74 | Rebl Group Oyj | Pallas Air | ||||||
| 75 | Siili Solutions | Panostaja | ||||||
| 76 | Honkarakenne | Alisa Pankki | ||||||
| 77 | Wetteri | |||||||
| 78 | Oma Säästöpankki | |||||||
| 79 | Lamor | |||||||
| 80 | Duell | Netum | EcoUp | |||||
| 81 | Easor | |||||||
| 82 | Suominen | LeadDesk | ||||||
| 83 | Bioretec | Aiforia Technologies | ||||||
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: