Päivitetty 14.8.2026
| 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 | 14.54% | 18.78% | 4.24 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 587.68 | 1809.63 | 207.93% | 5.79% |
Päivitys 14.8.2026: Ei muutoksia mallisalkun sisältöön.
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 13.08.2026 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | GRK Infra | 21.50 | 25.80 | 20% |
| 2 | 3 | Vaisala | 57.20 | 68.64 | 20% |
| 3 | 2 | Alexandria Group | 15.00 | 17.85 | 19% |
| 4 | 4 | Alma Media | 14.60 | 17.08 | 17% |
| 5 | 6 | Orion | 79.65 | 92.39 | 16% |
| 6 | 5 | LapWall | 4.52 | 5.24 | 16% |
| 7 | 2 | Viafin Service | 19.55 | 22.68 | 16% |
| 8 | 7 | Tekova | 1.22 | 1.40 | 15% |
| 9 | 8 | Evli | 24.90 | 28.63 | 15% |
| 10 | 10 | United Bankers | 26.20 | 29.87 | 14% |
| 11 | 9 | Componenta | 8.24 | 9.39 | 14% |
| 12 | 11 | Harvia | 44.55 | 50.79 | 14% |
| 13 | 13 | Raute | 14.85 | 16.93 | 14% |
| 14 | 12 | eQ | 9.46 | 10.69 | 13% |
| 15 | 14 | Orthex | 4.63 | 5.19 | 12% |
| 16 | 15 | Titanium | 6.14 | 6.88 | 12% |
| 17 | 16 | CapMan | 1.86 | 2.08 | 12% |
| 18 | 17 | Biohit | 2.65 | 2.92 | 10% |
| 19 | 18 | Metso | 16.31 | 17.78 | 9% |
| 20 | 19 | Nexstim | 9.83 | 10.71 | 9% |
| 21 | 21 | Puuilo | 17.18 | 18.55 | 8% |
| 22 | 20 | Huhtamäki | 31.78 | 34.32 | 8% |
| 23 | 23 | Taaleri | 7.38 | 7.97 | 8% |
| 24 | 22 | Ponsse | 23.50 | 25.38 | 8% |
| 25 | 24 | Framery Group | 6.60 | 7.13 | 8% |
| 26 | 25 | Fondia | 4.97 | 5.32 | 7% |
| 27 | 26 | Scanfil | 11.76 | 12.58 | 7% |
| 28 | 18 | Kalmar | 38.16 | 40.83 | 7% |
| 29 | 28 | Sanoma | 9.30 | 9.95 | 7% |
| 30 | 27 | Consti | 10.85 | 11.61 | 7% |
| 31 | 5 | Kone | 50.40 | 53.42 | 6% |
| 32 | 6 | Sampo | 9.64 | 10.22 | 6% |
| 33 | 27 | Raisio | 2.52 | 2.67 | 6% |
| 34 | 30 | Enento Group | 15.50 | 16.43 | 6% |
| 35 | 29 | Arvo Sijoitusosuuskunta | 78.00 | 82.68 | 6% |
| 36 | 17 | Digia | 5.78 | 6.13 | 6% |
| 37 | 31 | Konecranes | 28.00 | 29.40 | 5% |
| 38 | 11 | Marimekko | 9.74 | 10.23 | 5% |
| 39 | 29 | Aallon Group | 8.80 | 9.24 | 5% |
| 40 | 10 | Kemira | 17.45 | 18.32 | 5% |
| 41 | 32 | Atria | 16.00 | 16.80 | 5% |
| 42 | 33 | Etteplan | 8.06 | 8.38 | 4% |
| 43 | 34 | Wulff-Yhtiöt | 4.19 | 4.36 | 4% |
| 44 | 4 | Bittium | 39.90 | 41.50 | 4% |
| 45 | 31 | Hiab Oyj | 62.55 | 65.05 | 4% |
| 46 | 35 | Kesko | 21.62 | 22.27 | 3% |
| 47 | 36 | Fortum | 19.81 | 20.40 | 3% |
| 48 | 38 | Tecnotree | 6.53 | 6.73 | 3% |
| 49 | 37 | Admicom | 27.40 | 28.22 | 3% |
| 50 | 39 | Detection Technology | 8.06 | 8.30 | 3% |
| 51 | 40 | Fodelia | 4.31 | 4.44 | 3% |
| 52 | 40 | Terveystalo | 7.75 | 7.98 | 3% |
| 53 | 41 | Lemonsoft | 4.16 | 4.28 | 3% |
| 54 | 16 | Neste | 30.07 | 30.97 | 3% |
| 55 | 42 | Endomines | 8.30 | 8.47 | 2% |
| 56 | 14 | Qt | 34.90 | 35.60 | 2% |
| 57 | 43 | Nordea Bank | 17.41 | 17.76 | 2% |
| 58 | 34 | Teleste | 3.49 | 3.56 | 2% |
| 59 | 44 | Aspo | 7.24 | 7.38 | 2% |
| 60 | 45 | Valmet | 27.64 | 28.19 | 2% |
| 61 | 46 | Keskisuomalainen | 9.94 | 10.14 | 2% |
| 62 | 47 | Lassila & Tikanoja | 7.12 | 7.26 | 2% |
| 63 | 48 | Sotkamo Silver | 0.43 | 0.43 | 1% |
| 64 | 49 | Elisa | 35.40 | 35.75 | 1% |
| 65 | 33 | Remedy | 17.48 | 17.65 | 1% |
| 66 | 21 | Wärtsilä | 29.68 | 29.68 | 0% |
| 67 | 28 | Verkkokauppa.com | 3.68 | 3.68 | 0% |
| 68 | 50 | Aspocomp | 5.46 | 5.46 | 0% |
| 69 | 26 | NoHo Partners | 8.05 | 8.05 | 0% |
| 70 | 45 | Loihde | 12.30 | 12.30 | 0% |
| 71 | 14 | Fiskars Group | 13.72 | 13.58 | -1% |
| 72 | 25 | UPM | 23.12 | 22.89 | -1% |
| 73 | 51 | F-Secure | 1.94 | 1.92 | -1% |
| 74 | 13 | Relais Group | 14.85 | 14.70 | -1% |
| 75 | 52 | Anora | 3.77 | 3.73 | -1% |
| 76 | 9 | Kreate | 29.00 | 28.71 | -1% |
| 77 | 43 | Aktia Bank plc | 12.26 | 12.01 | -2% |
| 78 | 53 | Auroora Group | 8.72 | 8.55 | -2% |
| 79 | 36 | Mandatum | 6.25 | 6.12 | -2% |
| 80 | 2 | Koskisen | 8.60 | 8.43 | -2% |
| 81 | 32 | HKFoods | 1.65 | 1.62 | -2% |
| 82 | 35 | Foamit | 0.83 | 0.81 | -3% |
| 83 | 38 | Enersense | 3.70 | 3.59 | -3% |
| 84 | 54 | Stora Enso | 9.72 | 9.43 | -3% |
| 85 | 55 | Glaston | 1.08 | 1.05 | -3% |
| 86 | 51 | Robit | 1.26 | 1.23 | -3% |
| 87 | 56 | Gofore | 10.40 | 10.09 | -3% |
| 88 | 58 | Incap | 8.12 | 7.88 | -3% |
| 89 | 57 | Administer | 2.20 | 2.13 | -3% |
| 90 | 59 | Toivo Group | 0.92 | 0.89 | -3% |
| 91 | 60 | Rapala VMC | 1.40 | 1.34 | -4% |
| 92 | 50 | Tulikivi | 0.53 | 0.51 | -4% |
| 93 | 31 | Apetit | 12.40 | 11.90 | -4% |
| 94 | 38 | Boreo | 24.80 | 23.81 | -4% |
| 95 | 35 | Ilkka | 3.99 | 3.79 | -5% |
| 96 | 62 | Witted | 1.51 | 1.43 | -5% |
| 97 | 61 | Nokian Renkaat | 15.33 | 14.56 | -5% |
| 98 | 59 | Revenio Group | 13.82 | 13.13 | -5% |
| 99 | 46 | Outokumpu | 5.71 | 5.43 | -5% |
| 100 | 63 | Luotea | 1.88 | 1.77 | -6% |
| 101 | 64 | Pihlajalinna | 10.56 | 9.93 | -6% |
| 102 | 48 | SRV | 6.98 | 6.56 | -6% |
| 103 | 54 | Metsä Board | 3.46 | 3.25 | -6% |
| 104 | 20 | Ovaro Kiinteistösijoitus | 2.86 | 2.69 | -6% |
| 105 | 65 | Merus Power | 5.22 | 4.85 | -7% |
| 106 | 12 | Norrhydro | 1.21 | 1.13 | -7% |
| 107 | 66 | Posti Group | 11.42 | 10.62 | -7% |
| 108 | 19 | Nokia | 9.15 | 8.51 | -7% |
| 109 | 49 | Asuntosalkku | 76.00 | 70.68 | -7% |
| 110 | 67 | Netum | 1.02 | 0.95 | -7% |
| 111 | 68 | KPY | 3.98 | 3.70 | -7% |
| 112 | 38 | Exel Composites | 13.80 | 12.83 | -7% |
| 113 | 69 | Nurminen Logistics | 0.63 | 0.58 | -8% |
| 114 | 70 | Vincit | 0.99 | 0.91 | -8% |
| 115 | 71 | Honkarakenne | 2.57 | 2.34 | -9% |
| 116 | 72 | Finnair | 4.95 | 4.45 | -10% |
| 117 | 42 | Springvest | 7.38 | 6.64 | -10% |
| 118 | 73 | Rebl Group Oyj | 1.10 | 0.99 | -10% |
| 119 | 8 | Investors House | 3.37 | 3.03 | -10% |
| 120 | 39 | Digital Workforce | 2.60 | 2.34 | -10% |
| 121 | 70 | Talenom | 1.30 | 1.17 | -10% |
| 122 | 74 | Sitowise | 2.55 | 2.27 | -11% |
| 123 | 37 | YIT | 3.13 | 2.79 | -11% |
| 124 | 12 | KH Group | 0.66 | 0.59 | -11% |
| 125 | 33 | Kamux | 1.52 | 1.35 | -11% |
| 126 | 58 | Tamtron | 4.54 | 4.00 | -12% |
| 127 | 22 | Modulight | 1.08 | 0.95 | -12% |
| 128 | 69 | Tokmanni Group | 6.72 | 5.92 | -12% |
| 129 | 61 | Herantis Pharma | 1.77 | 1.56 | -12% |
| 130 | 30 | Solar Foods | 4.98 | 4.38 | -12% |
| 131 | 73 | Pallas Air | 0.52 | 0.45 | -13% |
| 132 | 75 | Siili Solutions | 2.97 | 2.58 | -13% |
| 133 | 65 | Oriola | 0.91 | 0.78 | -14% |
| 134 | 77 | Wetteri | 0.18 | 0.16 | -14% |
| 135 | 76 | Easor | 0.55 | 0.46 | -15% |
| 136 | 67 | Duell | 2.10 | 1.78 | -15% |
| 137 | 67 | EcoUp | 1.10 | 0.94 | -15% |
| 138 | 75 | Panostaja | 0.29 | 0.24 | -16% |
| 139 | 72 | Kesla | 4.17 | 3.50 | -16% |
| 140 | 78 | Oma Säästöpankki | 16.88 | 14.18 | -16% |
| 141 | 15 | Kempower | 10.50 | 8.71 | -17% |
| 142 | 56 | Canatu A | 6.98 | 5.72 | -18% |
| 143 | 79 | Lamor | 0.90 | 0.74 | -18% |
| 144 | 80 | Suominen | 0.71 | 0.58 | -18% |
| 145 | 60 | Solwers | 1.55 | 1.26 | -19% |
| 146 | 71 | Alisa Pankki | 0.15 | 0.12 | -19% |
| 147 | 55 | Spinnova | 0.51 | 0.41 | -19% |
| 148 | 12 | Eezy | 0.17 | 0.14 | -19% |
| 149 | 80 | LeadDesk | 3.92 | 3.14 | -20% |
| 150 | 14 | Optomed | 1.55 | 1.22 | -21% |
| 151 | 62 | Martela | 0.46 | 0.36 | -21% |
| 152 | 40 | Nightingale Health | 0.89 | 0.70 | -21% |
| 153 | 74 | Solteq | 0.30 | 0.24 | -21% |
| 154 | 17 | QPR Software | 0.51 | 0.39 | -23% |
| 155 | 23 | SSH | 1.80 | 1.39 | -23% |
| 156 | 30 | Faron Pharmaceuticals | 0.48 | 0.36 | -24% |
| 157 | 81 | Sunborn International | 0.20 | 0.16 | -24% |
| 158 | 82 | Bioretec | 0.02 | 0.02 | -25% |
| 159 | 82 | Aiforia Technologies | 1.08 | 0.80 | -26% |
| 160 | 52 | Betolar | 1.06 | 0.77 | -27% |
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.79
| Sektori | Yhtiöt | |||||||
| 1 | GRK Infra | |||||||
| 2 | Alexandria Group | Viafin Service | Koskisen | |||||
| 3 | Vaisala | |||||||
| 4 | Alma Media | Bittium | ||||||
| 5 | LapWall | Kone | ||||||
| 6 | Orion | Sampo | ||||||
| 7 | Tekova | |||||||
| 8 | Evli | Investors House | ||||||
| 9 | Componenta | Kreate | ||||||
| 10 | United Bankers | Kemira | ||||||
| 11 | Harvia | Marimekko | ||||||
| 12 | eQ | Norrhydro | KH Group | Eezy | ||||
| 13 | Raute | Relais Group | ||||||
| 14 | Orthex | Qt | Fiskars Group | Optomed | ||||
| 15 | Titanium | Kempower | ||||||
| 16 | CapMan | Neste | ||||||
| 17 | Biohit | Digia | QPR Software | |||||
| 18 | Metso | Kalmar | ||||||
| 19 | Nexstim | Nokia | ||||||
| 20 | Huhtamäki | Ovaro Kiinteistösijoitus | ||||||
| 21 | Puuilo | Wärtsilä | ||||||
| 22 | Ponsse | Modulight | ||||||
| 23 | Taaleri | SSH | ||||||
| 24 | Framery Group | |||||||
| 25 | Fondia | UPM | ||||||
| 26 | Scanfil | NoHo Partners | ||||||
| 27 | Consti | Raisio | ||||||
| 28 | Sanoma | Verkkokauppa.com | ||||||
| 29 | Arvo Sijoitusosuuskunta | Aallon Group | ||||||
| 30 | Enento Group | Solar Foods | Faron Pharmaceuticals | |||||
| 31 | Konecranes | Hiab Oyj | Apetit | |||||
| 32 | Atria | HKFoods | ||||||
| 33 | Etteplan | Remedy | Kamux | |||||
| 34 | Wulff-Yhtiöt | Teleste | ||||||
| 35 | Kesko | Foamit | Ilkka | |||||
| 36 | Fortum | Mandatum | ||||||
| 37 | Admicom | YIT | ||||||
| 38 | Tecnotree | Enersense | Boreo | Exel Composites | ||||
| 39 | Detection Technology | Digital Workforce | ||||||
| 40 | Fodelia | Terveystalo | Nightingale Health | |||||
| 41 | Lemonsoft | |||||||
| 42 | Endomines | Springvest | ||||||
| 43 | Nordea Bank | Aktia Bank plc | ||||||
| 44 | Aspo | |||||||
| 45 | Valmet | Loihde | ||||||
| 46 | Keskisuomalainen | Outokumpu | ||||||
| 47 | Lassila & Tikanoja | |||||||
| 48 | Sotkamo Silver | SRV | ||||||
| 49 | Elisa | Asuntosalkku | ||||||
| 50 | Aspocomp | Tulikivi | ||||||
| 51 | F-Secure | Robit | ||||||
| 52 | Anora | Betolar | ||||||
| 53 | Auroora Group | |||||||
| 54 | Stora Enso | Metsä Board | ||||||
| 55 | Glaston | Spinnova | ||||||
| 56 | Gofore | Canatu A | ||||||
| 57 | Administer | |||||||
| 58 | Incap | Tamtron | ||||||
| 59 | Toivo Group | Revenio Group | ||||||
| 60 | Rapala VMC | Solwers | ||||||
| 61 | Nokian Renkaat | Herantis Pharma | ||||||
| 62 | Witted | Martela | ||||||
| 63 | Luotea | |||||||
| 64 | Pihlajalinna | |||||||
| 65 | Merus Power | Oriola | ||||||
| 66 | Posti Group | |||||||
| 67 | Netum | Duell | EcoUp | |||||
| 68 | KPY | |||||||
| 69 | Nurminen Logistics | Tokmanni Group | ||||||
| 70 | Vincit | Talenom | ||||||
| 71 | Honkarakenne | Alisa Pankki | ||||||
| 72 | Finnair | Kesla | ||||||
| 73 | Rebl Group Oyj | Pallas Air | ||||||
| 74 | Sitowise | Solteq | ||||||
| 75 | Siili Solutions | Panostaja | ||||||
| 76 | Easor | |||||||
| 77 | Wetteri | |||||||
| 78 | Oma Säästöpankki | |||||||
| 79 | Lamor | |||||||
| 80 | Suominen | LeadDesk | ||||||
| 81 | Sunborn International | |||||||
| 82 | 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: