Päivitetty 16.10.2026
| 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 | 14.11% | 19.92% | 5.80 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 585.50 | 1827.02 | 212.04% | 5.81% |
Päivitys 16.10.2026: Ei muutoksia mallisalkun sisältöön.
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 15.10.2026 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | GRK Infra | 25.05 | 30.31 | 21% |
| 2 | 2 | Viafin Service | 20.40 | 24.68 | 21% |
| 3 | 3 | Orion | 86.40 | 101.95 | 18% |
| 4 | 4 | Vaisala | 63.90 | 74.76 | 17% |
| 5 | 6 | Kone | 54.50 | 63.22 | 16% |
| 6 | 5 | Evli | 24.00 | 27.84 | 16% |
| 7 | 8 | Raute | 14.70 | 17.05 | 16% |
| 8 | 7 | Harvia | 44.75 | 51.46 | 15% |
| 9 | 9 | Alma Media | 13.40 | 15.41 | 15% |
| 10 | 10 | Titanium | 5.70 | 6.50 | 14% |
| 11 | 2 | Alexandria Group | 12.95 | 14.63 | 13% |
| 12 | 11 | Tekova | 1.10 | 1.23 | 12% |
| 13 | 13 | Scanfil | 13.00 | 14.56 | 12% |
| 14 | 12 | Fodelia | 4.51 | 5.05 | 12% |
| 15 | 14 | Sanoma | 10.50 | 11.76 | 12% |
| 16 | 6 | LapWall | 5.10 | 5.71 | 12% |
| 17 | 15 | United Bankers | 22.40 | 25.09 | 12% |
| 18 | 17 | Framery Group | 6.78 | 7.59 | 12% |
| 19 | 16 | Aallon Group | 9.08 | 10.08 | 11% |
| 20 | 18 | CapMan | 1.76 | 1.96 | 11% |
| 21 | 20 | Puuilo | 18.38 | 20.40 | 11% |
| 22 | 19 | Componenta | 7.28 | 8.08 | 11% |
| 23 | 22 | Lemonsoft | 5.18 | 5.70 | 10% |
| 24 | 21 | Consti | 10.80 | 11.77 | 9% |
| 25 | 7 | Marimekko | 9.12 | 9.94 | 9% |
| 26 | 23 | eQ | 7.98 | 8.70 | 9% |
| 27 | 12 | Admicom | 28.55 | 31.12 | 9% |
| 28 | 24 | Fondia | 4.77 | 5.20 | 9% |
| 29 | 25 | Orthex | 4.47 | 4.87 | 9% |
| 30 | 26 | Kalmar | 36.66 | 39.59 | 8% |
| 31 | 28 | Taaleri | 7.40 | 7.99 | 8% |
| 32 | 27 | Konecranes | 29.74 | 32.12 | 8% |
| 33 | 29 | Kesko | 23.50 | 25.15 | 7% |
| 34 | 30 | Endomines | 9.39 | 10.05 | 7% |
| 35 | 31 | Incap | 8.92 | 9.54 | 7% |
| 36 | 32 | Wulff-Yhtiöt | 4.23 | 4.53 | 7% |
| 37 | 33 | Enento Group | 15.40 | 16.48 | 7% |
| 38 | 26 | Metso | 16.39 | 17.37 | 6% |
| 39 | 34 | Elisa | 35.44 | 37.57 | 6% |
| 40 | 3 | Sampo | 9.01 | 9.55 | 6% |
| 41 | 35 | Auroora Group | 10.14 | 10.75 | 6% |
| 42 | 37 | Nexstim | 8.99 | 9.44 | 5% |
| 43 | 36 | Fortum | 23.07 | 24.22 | 5% |
| 44 | 15 | Kemira | 16.75 | 17.59 | 5% |
| 45 | 32 | Atria | 15.50 | 16.28 | 5% |
| 46 | 38 | Teleste | 3.39 | 3.56 | 5% |
| 47 | 24 | UPM | 24.97 | 26.22 | 5% |
| 48 | 39 | Valmet | 26.78 | 27.85 | 4% |
| 49 | 40 | Detection Technology | 7.12 | 7.40 | 4% |
| 50 | 21 | Raisio | 2.27 | 2.37 | 4% |
| 51 | 20 | Wärtsilä | 28.55 | 29.69 | 4% |
| 52 | 38 | Verkkokauppa.com | 3.90 | 4.02 | 3% |
| 53 | 42 | Qt | 32.40 | 33.37 | 3% |
| 54 | 41 | Neste | 32.08 | 33.04 | 3% |
| 55 | 44 | Ponsse | 20.80 | 21.42 | 3% |
| 56 | 43 | Aspo | 6.86 | 7.07 | 3% |
| 57 | 45 | Digia | 4.91 | 5.06 | 3% |
| 58 | 41 | Tecnotree | 6.21 | 6.40 | 3% |
| 59 | 46 | Lassila & Tikanoja | 6.15 | 6.33 | 3% |
| 60 | 45 | Biohit | 2.21 | 2.25 | 2% |
| 61 | 7 | Terveystalo | 7.08 | 7.22 | 2% |
| 62 | 47 | Keskisuomalainen | 9.24 | 9.42 | 2% |
| 63 | 16 | Arvo Sijoitusosuuskunta | 78.75 | 80.33 | 2% |
| 64 | 48 | Gofore | 11.42 | 11.65 | 2% |
| 65 | 39 | Loihde | 13.85 | 14.13 | 2% |
| 66 | 49 | Aktia Bank plc | 12.38 | 12.63 | 2% |
| 67 | 50 | Aspocomp | 5.90 | 6.02 | 2% |
| 68 | 9 | Bittium | 34.55 | 34.90 | 1% |
| 69 | 51 | Huhtamäki | 27.16 | 27.43 | 1% |
| 70 | 32 | HKFoods | 1.61 | 1.62 | 1% |
| 71 | 52 | Hiab Oyj | 53.30 | 53.30 | 0% |
| 72 | 36 | Mandatum | 5.99 | 5.99 | 0% |
| 73 | 53 | Etteplan | 7.64 | 7.64 | 0% |
| 74 | 54 | Nokian Panimo | 2.46 | 2.46 | 0% |
| 75 | 49 | Nordea Bank | 15.65 | 15.65 | 0% |
| 76 | 53 | Remedy | 16.40 | 16.40 | 0% |
| 77 | 19 | Kreate | 38.80 | 38.80 | 0% |
| 78 | 13 | NoHo Partners | 7.39 | 7.39 | 0% |
| 79 | 56 | Sotkamo Silver | 0.37 | 0.37 | 0% |
| 80 | 55 | Pihlajalinna | 10.62 | 10.51 | -1% |
| 81 | 57 | Robit | 1.29 | 1.28 | -1% |
| 82 | 58 | Anora | 3.83 | 3.79 | -1% |
| 83 | 25 | Fiskars Group | 12.82 | 12.56 | -2% |
| 84 | 59 | Luotea | 1.74 | 1.71 | -2% |
| 85 | 2 | Koskisen | 7.94 | 7.78 | -2% |
| 86 | 60 | Stora Enso | 9.97 | 9.67 | -3% |
| 87 | 61 | Rapala VMC | 1.68 | 1.63 | -3% |
| 88 | 8 | Relais Group | 12.90 | 12.51 | -3% |
| 89 | 62 | Cityvarasto | 13.75 | 13.34 | -3% |
| 90 | 64 | Posti Group | 13.48 | 13.08 | -3% |
| 91 | 63 | Glaston | 0.99 | 0.95 | -4% |
| 92 | 41 | Exel Composites | 16.40 | 15.74 | -4% |
| 93 | 41 | Enersense | 5.76 | 5.53 | -4% |
| 94 | 65 | Toivo Group | 0.86 | 0.83 | -4% |
| 95 | 66 | Administer | 1.94 | 1.86 | -4% |
| 96 | 14 | Foamit | 0.80 | 0.77 | -4% |
| 97 | 67 | Witted | 1.52 | 1.46 | -4% |
| 98 | 41 | Boreo | 24.20 | 23.23 | -4% |
| 99 | 68 | Nokian Renkaat | 14.21 | 13.64 | -4% |
| 100 | 51 | Ovaro Kiinteistösijoitus | 2.74 | 2.60 | -5% |
| 101 | 69 | Merus Power | 5.94 | 5.64 | -5% |
| 102 | 23 | Norrhydro | 1.17 | 1.10 | -6% |
| 103 | 27 | Apetit | 12.15 | 11.42 | -6% |
| 104 | 70 | Tokmanni Group | 7.03 | 6.60 | -6% |
| 105 | 30 | Springvest | 8.30 | 7.72 | -7% |
| 106 | 60 | Metsä Board | 3.17 | 2.95 | -7% |
| 107 | 32 | Ilkka | 3.51 | 3.26 | -7% |
| 108 | 70 | Nurminen Logistics | 0.56 | 0.52 | -7% |
| 109 | 34 | Asuntosalkku | 72.00 | 66.24 | -8% |
| 110 | 40 | Digital Workforce | 2.57 | 2.36 | -8% |
| 111 | 56 | SRV | 8.74 | 7.95 | -9% |
| 112 | 71 | Finnair | 4.31 | 3.93 | -9% |
| 113 | 5 | Investors House | 2.91 | 2.65 | -9% |
| 114 | 50 | Tulikivi | 0.50 | 0.45 | -9% |
| 115 | 23 | KH Group | 0.81 | 0.73 | -10% |
| 116 | 47 | Outokumpu | 4.88 | 4.39 | -10% |
| 117 | 73 | Rebl Group Oyj | 0.99 | 0.90 | -10% |
| 118 | 72 | KPY | 3.12 | 2.81 | -10% |
| 119 | 37 | Nokia | 8.40 | 7.56 | -10% |
| 120 | 29 | YIT | 4.13 | 3.72 | -10% |
| 121 | 74 | Honkarakenne | 2.44 | 2.20 | -10% |
| 122 | 75 | Talenom | 1.11 | 0.98 | -11% |
| 123 | 73 | Pallas Air | 0.47 | 0.42 | -11% |
| 124 | 75 | Vincit | 0.90 | 0.79 | -12% |
| 125 | 31 | Tamtron | 4.06 | 3.57 | -12% |
| 126 | 57 | F-Secure | 1.41 | 1.24 | -12% |
| 127 | 76 | Sitowise | 2.30 | 2.00 | -13% |
| 128 | 65 | Revenio Group | 11.04 | 9.60 | -13% |
| 129 | 33 | Solar Foods | 4.80 | 4.18 | -13% |
| 130 | 77 | Oma Säästöpankki | 17.22 | 14.81 | -14% |
| 131 | 53 | Kamux | 1.33 | 1.13 | -15% |
| 132 | 78 | Siili Solutions | 2.54 | 2.16 | -15% |
| 133 | 71 | Kesla | 3.90 | 3.31 | -15% |
| 134 | 79 | Wetteri | 0.17 | 0.14 | -15% |
| 135 | 23 | Eezy | 0.19 | 0.16 | -16% |
| 136 | 80 | Duell | 2.38 | 1.98 | -17% |
| 137 | 44 | Modulight | 0.95 | 0.79 | -17% |
| 138 | 78 | Panostaja | 0.26 | 0.21 | -18% |
| 139 | 10 | Kempower | 8.40 | 6.89 | -18% |
| 140 | 81 | Easor | 0.44 | 0.36 | -18% |
| 141 | 82 | Lamor | 0.75 | 0.61 | -19% |
| 142 | 12 | Nightingale Health | 1.15 | 0.93 | -19% |
| 143 | 69 | Oriola | 0.74 | 0.60 | -19% |
| 144 | 61 | Solwers | 1.42 | 1.13 | -20% |
| 145 | 42 | Optomed | 1.40 | 1.12 | -20% |
| 146 | 76 | Solteq | 0.30 | 0.24 | -20% |
| 147 | 63 | Spinnova | 0.43 | 0.35 | -20% |
| 148 | 45 | QPR Software | 0.51 | 0.40 | -21% |
| 149 | 68 | Herantis Pharma | 1.30 | 1.03 | -21% |
| 150 | 48 | Canatu A | 5.25 | 4.09 | -22% |
| 151 | 80 | Netum | 0.66 | 0.51 | -22% |
| 152 | 80 | EcoUp | 0.99 | 0.77 | -22% |
| 153 | 33 | Faron Pharmaceuticals | 0.41 | 0.32 | -22% |
| 154 | 67 | Martela | 0.61 | 0.48 | -22% |
| 155 | 83 | LeadDesk | 1.96 | 1.51 | -23% |
| 156 | 28 | SSH | 1.85 | 1.41 | -24% |
| 157 | 83 | Suominen | 0.52 | 0.40 | -24% |
| 158 | 70 | Sunborn International | 0.12 | 0.09 | -24% |
| 159 | 84 | Bioretec | 0.02 | 0.02 | -26% |
| 160 | 84 | Aiforia Technologies | 0.94 | 0.68 | -28% |
| 161 | 18 | Betolar | 0.84 | 0.59 | -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 | Kone | LapWall | ||||||||
| 7 | Harvia | Marimekko | Terveystalo | |||||||
| 8 | Raute | Relais Group | ||||||||
| 9 | Alma Media | Bittium | ||||||||
| 10 | Titanium | Kempower | ||||||||
| 11 | Tekova | |||||||||
| 12 | Fodelia | Admicom | Nightingale Health | |||||||
| 13 | Scanfil | NoHo Partners | ||||||||
| 14 | Sanoma | Foamit | ||||||||
| 15 | United Bankers | Kemira | ||||||||
| 16 | Aallon Group | Arvo Sijoitusosuuskunta | ||||||||
| 17 | Framery Group | |||||||||
| 18 | CapMan | Betolar | ||||||||
| 19 | Componenta | Kreate | ||||||||
| 20 | Puuilo | Wärtsilä | ||||||||
| 21 | Consti | Raisio | ||||||||
| 22 | Lemonsoft | |||||||||
| 23 | eQ | Norrhydro | KH Group | Eezy | ||||||
| 24 | Fondia | UPM | ||||||||
| 25 | Orthex | Fiskars Group | ||||||||
| 26 | Kalmar | Metso | ||||||||
| 27 | Konecranes | Apetit | ||||||||
| 28 | Taaleri | SSH | ||||||||
| 29 | Kesko | YIT | ||||||||
| 30 | Endomines | Springvest | ||||||||
| 31 | Incap | Tamtron | ||||||||
| 32 | Wulff-Yhtiöt | Atria | HKFoods | Ilkka | ||||||
| 33 | Enento Group | Solar Foods | Faron Pharmaceuticals | |||||||
| 34 | Elisa | Asuntosalkku | ||||||||
| 35 | Auroora Group | |||||||||
| 36 | Fortum | Mandatum | ||||||||
| 37 | Nexstim | Nokia | ||||||||
| 38 | Teleste | Verkkokauppa.com | ||||||||
| 39 | Valmet | Loihde | ||||||||
| 40 | Detection Technology | Digital Workforce | ||||||||
| 41 | Neste | Tecnotree | Exel Composites | Enersense | Boreo | |||||
| 42 | Qt | Optomed | ||||||||
| 43 | Aspo | |||||||||
| 44 | Ponsse | Modulight | ||||||||
| 45 | Digia | Biohit | QPR Software | |||||||
| 46 | Lassila & Tikanoja | |||||||||
| 47 | Keskisuomalainen | Outokumpu | ||||||||
| 48 | Gofore | Canatu A | ||||||||
| 49 | Aktia Bank plc | Nordea Bank | ||||||||
| 50 | Aspocomp | Tulikivi | ||||||||
| 51 | Huhtamäki | Ovaro Kiinteistösijoitus | ||||||||
| 52 | Hiab Oyj | |||||||||
| 53 | Etteplan | Remedy | Kamux | |||||||
| 54 | Nokian Panimo | |||||||||
| 55 | Pihlajalinna | |||||||||
| 56 | Sotkamo Silver | SRV | ||||||||
| 57 | Robit | F-Secure | ||||||||
| 58 | Anora | |||||||||
| 59 | Luotea | |||||||||
| 60 | Stora Enso | Metsä Board | ||||||||
| 61 | Rapala VMC | Solwers | ||||||||
| 62 | Cityvarasto | |||||||||
| 63 | Glaston | Spinnova | ||||||||
| 64 | Posti Group | |||||||||
| 65 | Toivo Group | Revenio Group | ||||||||
| 66 | Administer | |||||||||
| 67 | Witted | Martela | ||||||||
| 68 | Nokian Renkaat | Herantis Pharma | ||||||||
| 69 | Merus Power | Oriola | ||||||||
| 70 | Tokmanni Group | Nurminen Logistics | Sunborn International | |||||||
| 71 | Finnair | Kesla | ||||||||
| 72 | KPY | |||||||||
| 73 | Rebl Group Oyj | Pallas Air | ||||||||
| 74 | Honkarakenne | |||||||||
| 75 | Talenom | Vincit | ||||||||
| 76 | Sitowise | Solteq | ||||||||
| 77 | Oma Säästöpankki | |||||||||
| 78 | Siili Solutions | Panostaja | ||||||||
| 79 | Wetteri | |||||||||
| 80 | Duell | EcoUp | Netum | |||||||
| 81 | Easor | |||||||||
| 82 | Lamor | |||||||||
| 83 | LeadDesk | Suominen | ||||||||
| 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: