Päivitetty 14.5.2026
| 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 | 13.25% | -1.82% | -15.06 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 581.05 | 1495.89 | 157.45% | 4.91% |
Päivitys 14.5.2026: Ei muutoksia mallisalkun sisältöön.
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 13.05.2026 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | Alexandria Group | 10.85 | 13.45 | 24% |
| 2 | 3 | Vaisala | 51.80 | 64.23 | 24% |
| 3 | 2 | United Bankers | 18.95 | 22.93 | 21% |
| 4 | 4 | GRK Infra | 14.42 | 17.45 | 21% |
| 5 | 5 | Viafin Service | 19.90 | 23.68 | 19% |
| 6 | 6 | Orion | 67.35 | 80.15 | 19% |
| 7 | 7 | Tekova | 1.28 | 1.52 | 19% |
| 8 | 8 | Raute | 14.60 | 17.23 | 18% |
| 9 | 9 | Componenta | 5.08 | 5.74 | 13% |
| 10 | 1 | Alma Media | 12.75 | 14.28 | 12% |
| 11 | 10 | LapWall | 3.99 | 4.47 | 12% |
| 12 | 11 | Taaleri | 7.49 | 8.39 | 12% |
| 13 | 13 | Scanfil | 12.96 | 14.39 | 11% |
| 14 | 12 | Marimekko | 10.74 | 11.92 | 11% |
| 15 | 14 | eQ | 9.26 | 10.28 | 11% |
| 16 | 16 | Evli | 21.70 | 23.65 | 9% |
| 17 | 15 | Raisio | 2.51 | 2.74 | 9% |
| 18 | 17 | Hiab Oyj | 52.00 | 56.68 | 9% |
| 19 | 18 | Endomines | 10.36 | 11.29 | 9% |
| 20 | 12 | Fodelia | 4.70 | 5.12 | 9% |
| 21 | 12 | Harvia | 39.00 | 42.51 | 9% |
| 22 | 15 | Consti | 11.15 | 12.15 | 9% |
| 23 | 19 | Tecnotree | 5.73 | 6.19 | 8% |
| 24 | 21 | Titanium | 6.10 | 6.59 | 8% |
| 25 | 20 | Arvo Sijoitusosuuskunta | 79.00 | 85.32 | 8% |
| 26 | 22 | Fondia | 5.40 | 5.78 | 7% |
| 27 | 24 | Teleste | 3.82 | 4.09 | 7% |
| 28 | 23 | Lemonsoft | 4.81 | 5.15 | 7% |
| 29 | 25 | Metso | 15.10 | 16.16 | 7% |
| 30 | 26 | Nurminen Logistics | 0.83 | 0.88 | 6% |
| 31 | 5 | Bittium | 36.00 | 38.16 | 6% |
| 32 | 27 | CapMan | 1.72 | 1.82 | 6% |
| 33 | 28 | Enento Group | 14.68 | 15.56 | 6% |
| 34 | 25 | Kalmar | 39.80 | 42.19 | 6% |
| 35 | 29 | Elisa | 40.72 | 43.16 | 6% |
| 36 | 30 | Incap | 8.98 | 9.52 | 6% |
| 37 | 31 | UPM | 25.34 | 26.86 | 6% |
| 38 | 1 | Koskisen | 8.94 | 9.48 | 6% |
| 39 | 32 | Biohit | 2.35 | 2.49 | 6% |
| 40 | 33 | Fortum | 20.24 | 21.25 | 5% |
| 41 | 34 | Puuilo | 12.80 | 13.31 | 4% |
| 42 | 20 | Aallon Group | 9.00 | 9.36 | 4% |
| 43 | 32 | Digia | 5.46 | 5.68 | 4% |
| 44 | 35 | Detection Technology | 8.60 | 8.94 | 4% |
| 45 | 36 | Ponsse | 22.40 | 23.30 | 4% |
| 46 | 37 | Admicom | 28.80 | 29.95 | 4% |
| 47 | 34 | Wärtsilä | 36.20 | 37.65 | 4% |
| 48 | 38 | Orthex | 4.25 | 4.38 | 3% |
| 49 | 2 | Kemira | 17.36 | 17.71 | 2% |
| 50 | 10 | Kone | 49.83 | 50.83 | 2% |
| 51 | 27 | Aspocomp | 4.65 | 4.74 | 2% |
| 52 | 40 | Toivo Group | 0.96 | 0.98 | 2% |
| 53 | 39 | F-Secure | 1.75 | 1.78 | 2% |
| 54 | 41 | Huhtamäki | 27.10 | 27.64 | 2% |
| 55 | 42 | Kesko | 20.34 | 20.75 | 2% |
| 56 | 43 | Loihde | 12.80 | 13.06 | 2% |
| 57 | 44 | Neste | 28.52 | 29.09 | 2% |
| 58 | 24 | Wulff-Yhtiöt | 3.44 | 3.47 | 1% |
| 59 | 18 | Terveystalo | 7.74 | 7.82 | 1% |
| 60 | 16 | Sampo | 8.84 | 8.84 | 0% |
| 61 | 45 | Keskisuomalainen | 9.68 | 9.68 | 0% |
| 62 | 46 | Fiskars Group | 13.54 | 13.54 | 0% |
| 63 | 47 | Sanoma | 8.86 | 8.86 | 0% |
| 64 | 8 | Relais Group | 14.90 | 14.75 | -1% |
| 65 | 17 | Apetit | 13.25 | 13.12 | -1% |
| 66 | 49 | Sotkamo Silver | 0.54 | 0.54 | -1% |
| 67 | 48 | Lassila & Tikanoja | 6.69 | 6.62 | -1% |
| 68 | 43 | Valmet | 22.30 | 22.08 | -1% |
| 69 | 17 | Konecranes | 26.72 | 26.45 | -1% |
| 70 | 41 | Ovaro Kiinteistösijoitus | 3.00 | 2.97 | -1% |
| 71 | 50 | Nordea Bank | 15.45 | 15.14 | -2% |
| 72 | 9 | Kreate | 17.50 | 17.15 | -2% |
| 73 | 42 | Ilkka | 4.08 | 4.00 | -2% |
| 74 | 51 | Atria | 14.34 | 14.05 | -2% |
| 75 | 52 | Glaston | 1.10 | 1.08 | -2% |
| 76 | 53 | Stora Enso | 9.60 | 9.40 | -2% |
| 77 | 39 | Robit | 1.14 | 1.11 | -3% |
| 78 | 30 | Tamtron | 5.05 | 4.90 | -3% |
| 79 | 54 | Etteplan | 7.66 | 7.43 | -3% |
| 80 | 14 | Norrhydro | 1.33 | 1.29 | -3% |
| 81 | 55 | Netum | 1.14 | 1.11 | -3% |
| 82 | 45 | Outokumpu | 5.60 | 5.43 | -3% |
| 83 | 56 | Aspo | 5.86 | 5.63 | -4% |
| 84 | 57 | Enersense | 4.00 | 3.84 | -4% |
| 85 | 58 | Nokia | 11.92 | 11.44 | -4% |
| 86 | 6 | Nexstim | 9.20 | 8.83 | -4% |
| 87 | 59 | Nokian Renkaat | 10.50 | 9.97 | -5% |
| 88 | 60 | Witted | 1.72 | 1.63 | -5% |
| 89 | 51 | HKFoods | 1.58 | 1.50 | -5% |
| 90 | 27 | Tulikivi | 0.57 | 0.54 | -6% |
| 91 | 61 | Remedy | 12.60 | 11.84 | -6% |
| 92 | 58 | Foamit | 0.80 | 0.75 | -6% |
| 93 | 49 | SRV | 5.42 | 5.09 | -6% |
| 94 | 38 | Qt | 20.66 | 19.42 | -6% |
| 95 | 35 | Digital Workforce | 2.60 | 2.42 | -7% |
| 96 | 50 | Aktia Bank plc | 11.34 | 10.55 | -7% |
| 97 | 13 | NoHo Partners | 7.05 | 6.56 | -7% |
| 98 | 19 | Boreo | 22.00 | 20.24 | -8% |
| 99 | 63 | Rapala VMC | 1.26 | 1.16 | -8% |
| 100 | 62 | Gofore | 10.64 | 9.79 | -8% |
| 101 | 64 | Springvest | 7.80 | 7.18 | -8% |
| 102 | 65 | Luotea | 2.02 | 1.86 | -8% |
| 103 | 29 | Asuntosalkku | 75.00 | 69.00 | -8% |
| 104 | 40 | Revenio Group | 13.70 | 12.60 | -8% |
| 105 | 53 | Metsä Board | 2.85 | 2.62 | -8% |
| 106 | 66 | Pihlajalinna | 10.50 | 9.55 | -9% |
| 107 | 61 | Kamux | 1.61 | 1.47 | -9% |
| 108 | 67 | Merus Power | 4.30 | 3.91 | -9% |
| 109 | 57 | Exel Composites | 9.80 | 8.92 | -9% |
| 110 | 36 | Modulight | 1.10 | 1.00 | -9% |
| 111 | 59 | Herantis Pharma | 1.73 | 1.57 | -9% |
| 112 | 68 | Posti Group | 8.89 | 8.00 | -10% |
| 113 | 16 | Investors House | 3.56 | 3.20 | -10% |
| 114 | 69 | Anora | 3.21 | 2.89 | -10% |
| 115 | 70 | Vincit | 0.99 | 0.89 | -10% |
| 116 | 71 | Rebl Group Oyj | 1.04 | 0.94 | -10% |
| 117 | 62 | Canatu A | 7.75 | 6.90 | -11% |
| 118 | 72 | Solwers | 2.07 | 1.84 | -11% |
| 119 | 47 | Verkkokauppa.com | 2.31 | 2.06 | -11% |
| 120 | 22 | Administer | 2.20 | 1.94 | -12% |
| 121 | 73 | Solar Foods | 5.00 | 4.40 | -12% |
| 122 | 74 | Oma Säästöpankki | 11.62 | 10.23 | -12% |
| 123 | 63 | KH Group | 0.52 | 0.45 | -13% |
| 124 | 21 | Kempower | 13.19 | 11.48 | -13% |
| 125 | 54 | Finnair | 3.63 | 3.16 | -13% |
| 126 | 33 | Mandatum | 5.68 | 4.95 | -13% |
| 127 | 72 | Honkarakenne | 2.35 | 2.04 | -13% |
| 128 | 71 | Pallas Air | 0.72 | 0.63 | -13% |
| 129 | 44 | Siili Solutions | 2.56 | 2.20 | -14% |
| 130 | 26 | Tokmanni Group | 6.36 | 5.47 | -14% |
| 131 | 55 | EcoUp | 1.09 | 0.94 | -14% |
| 132 | 37 | YIT | 2.50 | 2.15 | -14% |
| 133 | 75 | Sitowise | 2.34 | 1.99 | -15% |
| 134 | 44 | Panostaja | 0.32 | 0.27 | -15% |
| 135 | 70 | Talenom | 1.23 | 1.04 | -15% |
| 136 | 76 | Wetteri | 0.17 | 0.14 | -16% |
| 137 | 67 | Oriola | 0.89 | 0.74 | -17% |
| 138 | 78 | Lamor | 0.99 | 0.82 | -17% |
| 139 | 77 | Aiforia Technologies | 1.94 | 1.59 | -18% |
| 140 | 79 | Easor | 0.66 | 0.54 | -18% |
| 141 | 54 | Kesla | 6.36 | 5.15 | -19% |
| 142 | 55 | Duell | 1.49 | 1.21 | -19% |
| 143 | 63 | Eezy | 0.14 | 0.11 | -19% |
| 144 | 11 | SSH | 2.54 | 2.06 | -19% |
| 145 | 52 | Spinnova | 0.44 | 0.35 | -20% |
| 146 | 32 | QPR Software | 0.57 | 0.45 | -20% |
| 147 | 64 | Nightingale Health | 0.99 | 0.78 | -21% |
| 148 | 46 | Optomed | 1.53 | 1.21 | -21% |
| 149 | 60 | Martela | 0.46 | 0.36 | -21% |
| 150 | 80 | Suominen | 1.05 | 0.82 | -22% |
| 151 | 80 | LeadDesk | 3.53 | 2.75 | -22% |
| 152 | 69 | Betolar | 1.02 | 0.79 | -23% |
| 153 | 81 | Sunborn International | 0.20 | 0.15 | -23% |
| 154 | 27 | Alisa Pankki | 0.14 | 0.11 | -24% |
| 155 | 77 | Bioretec | 0.01 | 0.01 | -24% |
| 156 | 75 | Solteq | 0.33 | 0.25 | -24% |
| 157 | 73 | Faron Pharmaceuticals | 0.49 | 0.37 | -25% |
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.79
| Sektori | Yhtiöt | |||||||
| 1 | Alexandria Group | Alma Media | Koskisen | |||||
| 2 | United Bankers | Kemira | ||||||
| 3 | Vaisala | |||||||
| 4 | GRK Infra | |||||||
| 5 | Viafin Service | Bittium | ||||||
| 6 | Orion | Nexstim | ||||||
| 7 | Tekova | |||||||
| 8 | Raute | Relais Group | ||||||
| 9 | Componenta | Kreate | ||||||
| 10 | LapWall | Kone | ||||||
| 11 | Taaleri | SSH | ||||||
| 12 | Marimekko | Fodelia | Harvia | |||||
| 13 | Scanfil | NoHo Partners | ||||||
| 14 | eQ | Norrhydro | ||||||
| 15 | Raisio | Consti | ||||||
| 16 | Evli | Sampo | Investors House | |||||
| 17 | Hiab Oyj | Apetit | Konecranes | |||||
| 18 | Endomines | Terveystalo | ||||||
| 19 | Tecnotree | Boreo | ||||||
| 20 | Arvo Sijoitusosuuskunta | Aallon Group | ||||||
| 21 | Titanium | Kempower | ||||||
| 22 | Fondia | Administer | ||||||
| 23 | Lemonsoft | |||||||
| 24 | Teleste | Wulff-Yhtiöt | ||||||
| 25 | Metso | Kalmar | ||||||
| 26 | Nurminen Logistics | Tokmanni Group | ||||||
| 27 | CapMan | Aspocomp | Tulikivi | Alisa Pankki | ||||
| 28 | Enento Group | |||||||
| 29 | Elisa | Asuntosalkku | ||||||
| 30 | Incap | Tamtron | ||||||
| 31 | UPM | |||||||
| 32 | Biohit | Digia | QPR Software | |||||
| 33 | Fortum | Mandatum | ||||||
| 34 | Puuilo | Wärtsilä | ||||||
| 35 | Detection Technology | Digital Workforce | ||||||
| 36 | Ponsse | Modulight | ||||||
| 37 | Admicom | YIT | ||||||
| 38 | Orthex | Qt | ||||||
| 39 | F-Secure | Robit | ||||||
| 40 | Toivo Group | Revenio Group | ||||||
| 41 | Huhtamäki | Ovaro Kiinteistösijoitus | ||||||
| 42 | Kesko | Ilkka | ||||||
| 43 | Loihde | Valmet | ||||||
| 44 | Neste | Siili Solutions | Panostaja | |||||
| 45 | Keskisuomalainen | Outokumpu | ||||||
| 46 | Fiskars Group | Optomed | ||||||
| 47 | Sanoma | Verkkokauppa.com | ||||||
| 48 | Lassila & Tikanoja | |||||||
| 49 | Sotkamo Silver | SRV | ||||||
| 50 | Nordea Bank | Aktia Bank plc | ||||||
| 51 | Atria | HKFoods | ||||||
| 52 | Glaston | Spinnova | ||||||
| 53 | Stora Enso | Metsä Board | ||||||
| 54 | Etteplan | Finnair | Kesla | |||||
| 55 | Netum | EcoUp | Duell | |||||
| 56 | Aspo | |||||||
| 57 | Enersense | Exel Composites | ||||||
| 58 | Nokia | Foamit | ||||||
| 59 | Nokian Renkaat | Herantis Pharma | ||||||
| 60 | Witted | Martela | ||||||
| 61 | Remedy | Kamux | ||||||
| 62 | Gofore | Canatu A | ||||||
| 63 | Rapala VMC | KH Group | Eezy | |||||
| 64 | Springvest | Nightingale Health | ||||||
| 65 | Luotea | |||||||
| 66 | Pihlajalinna | |||||||
| 67 | Merus Power | Oriola | ||||||
| 68 | Posti Group | |||||||
| 69 | Anora | Betolar | ||||||
| 70 | Vincit | Talenom | ||||||
| 71 | Rebl Group Oyj | Pallas Air | ||||||
| 72 | Solwers | Honkarakenne | ||||||
| 73 | Solar Foods | Faron Pharmaceuticals | ||||||
| 74 | Oma Säästöpankki | |||||||
| 75 | Sitowise | Solteq | ||||||
| 76 | Wetteri | |||||||
| 77 | Aiforia Technologies | Bioretec | ||||||
| 78 | Lamor | |||||||
| 79 | Easor | |||||||
| 80 | LeadDesk | Suominen | ||||||
| 81 | 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: