Päivitetty 24.4.2026
| 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 | 13.24% | 2.11% | -11.13 %-yks. |
| Vertailuindeksi | Mallisalkku | Ylituotto | Ylituotto keskim./vuosi |
|---|---|---|---|
| 581.02 | 1555.71 | 167.75% | 5.14% |
Päivitys 24.4.2026: Ei muutoksia mallisalkun sisältöön.
| Osakelaji on mallisalkussa | Markkina-arvo alle 100 M€ | Mallisalkussa ei pidetä osakelajeja tämän rajan alapuolelta |
| Sija | Sektori | Yhtiö | Osakekurssi/EUR 23.04.2026 | Tavoitekurssi | Kurssin nousu- tai laskupotentiaali |
| 1 | 1 | Keskisuomalainen | 10.95 | 12.81 | 17% |
| 2 | 2 | Viafin Service | 20.50 | 23.78 | 16% |
| 3 | 3 | Scanfil | 12.42 | 14.16 | 14% |
| 4 | 4 | LapWall | 4.17 | 4.75 | 14% |
| 5 | 5 | Raute | 15.40 | 17.56 | 14% |
| 6 | 6 | Incap | 10.64 | 12.02 | 13% |
| 7 | 8 | Atria | 17.76 | 20.07 | 13% |
| 8 | 7 | Koskisen | 9.78 | 11.05 | 13% |
| 9 | 9 | Fondia | 5.50 | 6.21 | 13% |
| 10 | 11 | Vaisala | 48.30 | 54.10 | 12% |
| 11 | 10 | Puuilo | 13.58 | 15.21 | 12% |
| 12 | 12 | Loihde | 14.75 | 16.37 | 11% |
| 13 | 14 | Mandatum | 7.19 | 7.91 | 10% |
| 14 | 13 | Kalmar | 46.98 | 51.68 | 10% |
| 15 | 15 | GRK Infra | 13.28 | 14.48 | 9% |
| 16 | 8 | HKFoods | 1.83 | 1.99 | 9% |
| 17 | 16 | Arvo Sijoitusosuuskunta | 82.94 | 90.40 | 9% |
| 18 | 14 | Fortum | 22.08 | 24.07 | 9% |
| 19 | 18 | Tekova | 1.35 | 1.47 | 9% |
| 20 | 17 | Componenta | 4.52 | 4.93 | 9% |
| 21 | 17 | Kreate | 16.00 | 17.44 | 9% |
| 22 | 19 | Ilkka | 4.63 | 5.05 | 9% |
| 23 | 10 | Wärtsilä | 39.63 | 42.80 | 8% |
| 24 | 20 | Fiskars Group | 13.56 | 14.64 | 8% |
| 25 | 21 | SRV | 5.42 | 5.85 | 8% |
| 26 | 19 | Kesko | 20.28 | 21.70 | 7% |
| 27 | 22 | Nordea Bank | 15.81 | 16.92 | 7% |
| 28 | 23 | KH Group | 0.60 | 0.64 | 7% |
| 29 | 24 | Exel Composites | 8.21 | 8.78 | 7% |
| 30 | 26 | UPM | 26.46 | 28.31 | 7% |
| 31 | 25 | United Bankers | 18.85 | 19.98 | 6% |
| 32 | 13 | Evli | 23.30 | 24.70 | 6% |
| 33 | 27 | Tecnotree | 5.63 | 5.97 | 6% |
| 34 | 28 | Orion | 69.50 | 73.67 | 6% |
| 35 | 30 | Taaleri | 7.37 | 7.74 | 5% |
| 36 | 29 | Norrhydro | 1.42 | 1.49 | 5% |
| 37 | 31 | F-Secure | 1.73 | 1.80 | 4% |
| 38 | 32 | Konecranes | 30.42 | 31.64 | 4% |
| 39 | 33 | Endomines | 28.75 | 29.90 | 4% |
| 40 | 13 | Investors House | 4.18 | 4.35 | 4% |
| 41 | 35 | Nokian Renkaat | 10.49 | 10.91 | 4% |
| 42 | 34 | Outokumpu | 5.36 | 5.52 | 3% |
| 43 | 4 | Kone | 58.18 | 59.93 | 3% |
| 44 | 13 | Metso | 15.27 | 15.73 | 3% |
| 45 | 7 | Alexandria Group | 10.30 | 10.61 | 3% |
| 46 | 22 | Aktia Bank plc | 11.76 | 12.11 | 3% |
| 47 | 36 | Neste | 25.92 | 26.70 | 3% |
| 48 | 2 | Bittium | 37.45 | 38.57 | 3% |
| 49 | 38 | Tietoevry | 18.72 | 19.09 | 2% |
| 50 | 37 | Elisa | 41.10 | 41.92 | 2% |
| 51 | 27 | Boreo | 17.65 | 18.00 | 2% |
| 52 | 39 | Tulikivi | 0.57 | 0.59 | 2% |
| 53 | 40 | Consti | 11.00 | 11.22 | 2% |
| 54 | 41 | Pallas Air | 0.65 | 0.66 | 2% |
| 55 | 43 | Nokia | 9.05 | 9.14 | 1% |
| 56 | 42 | Digital Workforce | 2.68 | 2.71 | 1% |
| 57 | 44 | Lassila & Tikanoja | 7.73 | 7.73 | 0% |
| 58 | 45 | Solwers | 2.21 | 2.21 | 0% |
| 59 | 21 | Sotkamo Silver | 0.36 | 0.36 | 0% |
| 60 | 46 | Tokmanni Group | 7.80 | 7.80 | 0% |
| 61 | 47 | Toivo Group | 0.94 | 0.94 | 0% |
| 62 | 48 | Finnair | 3.09 | 3.06 | -1% |
| 63 | 50 | Kempower | 15.72 | 15.56 | -1% |
| 64 | 49 | Glaston | 1.14 | 1.12 | -1% |
| 65 | 51 | Modulight | 1.16 | 1.15 | -1% |
| 66 | 52 | Ovaro Kiinteistösijoitus | 3.16 | 3.10 | -2% |
| 67 | 53 | Stora Enso | 10.23 | 10.03 | -2% |
| 68 | 41 | Rebl Group Oyj | 1.12 | 1.10 | -2% |
| 69 | 5 | Fodelia | 4.92 | 4.82 | -2% |
| 70 | 54 | Biohit | 2.68 | 2.63 | -2% |
| 71 | 25 | Kemira | 19.16 | 18.78 | -2% |
| 72 | 55 | Orthex | 4.59 | 4.45 | -3% |
| 73 | 31 | Robit | 1.08 | 1.05 | -3% |
| 74 | 56 | Sitowise | 2.45 | 2.38 | -3% |
| 75 | 48 | Kesla | 6.58 | 6.38 | -3% |
| 76 | 57 | Netum | 1.15 | 1.12 | -3% |
| 77 | 59 | Sanoma | 9.19 | 8.91 | -3% |
| 78 | 58 | Solar Foods | 5.54 | 5.37 | -3% |
| 79 | 60 | Wetteri | 0.18 | 0.18 | -4% |
| 80 | 61 | Enento Group | 14.10 | 13.54 | -4% |
| 81 | 62 | Oma Säästöpankki | 11.56 | 11.10 | -4% |
| 82 | 63 | Harvia | 36.90 | 35.05 | -5% |
| 83 | 32 | Apetit | 13.65 | 12.97 | -5% |
| 84 | 64 | Luotea | 2.63 | 2.50 | -5% |
| 85 | 32 | Hiab Oyj | 45.32 | 43.05 | -5% |
| 86 | 65 | Sampo | 9.10 | 8.55 | -6% |
| 87 | 21 | Relais Group | 15.00 | 14.10 | -6% |
| 88 | 66 | Betolar | 1.12 | 1.05 | -6% |
| 89 | 67 | Gofore | 12.94 | 12.16 | -6% |
| 90 | 68 | Springvest | 8.00 | 7.52 | -6% |
| 91 | 40 | Raisio | 2.51 | 2.33 | -7% |
| 92 | 39 | Aspocomp | 4.71 | 4.38 | -7% |
| 93 | 29 | eQ | 10.15 | 9.44 | -7% |
| 94 | 1 | Aspo | 6.30 | 5.86 | -7% |
| 95 | 69 | Lamor | 1.09 | 1.00 | -8% |
| 96 | 70 | Teleste | 3.42 | 3.15 | -8% |
| 97 | 43 | Foamit | 0.82 | 0.76 | -8% |
| 98 | 46 | Nurminen Logistics | 0.85 | 0.78 | -8% |
| 99 | 53 | Metsä Board | 2.92 | 2.65 | -9% |
| 100 | 50 | Titanium | 6.52 | 5.93 | -9% |
| 101 | 9 | Administer | 2.30 | 2.09 | -9% |
| 102 | 27 | Honkarakenne | 2.49 | 2.27 | -9% |
| 103 | 39 | CapMan | 1.71 | 1.56 | -9% |
| 104 | 37 | Asuntosalkku | 76.00 | 69.16 | -9% |
| 105 | 6 | Tamtron | 5.20 | 4.73 | -9% |
| 106 | 16 | Aallon Group | 9.14 | 8.23 | -10% |
| 107 | 71 | Witted | 1.34 | 1.21 | -10% |
| 108 | 72 | YIT | 2.72 | 2.45 | -10% |
| 109 | 73 | Merus Power | 4.22 | 3.80 | -10% |
| 110 | 33 | Terveystalo | 8.16 | 7.34 | -10% |
| 111 | 12 | Valmet | 25.08 | 22.57 | -10% |
| 112 | 7 | Alma Media | 12.60 | 11.34 | -10% |
| 113 | 70 | Wulff-Yhtiöt | 3.25 | 2.89 | -11% |
| 114 | 38 | Panostaja | 0.33 | 0.30 | -11% |
| 115 | 66 | Anora | 3.56 | 3.17 | -11% |
| 116 | 67 | Spinnova | 0.45 | 0.40 | -11% |
| 117 | 52 | Huhtamäki | 27.26 | 23.99 | -12% |
| 118 | 42 | Detection Technology | 9.50 | 8.36 | -12% |
| 119 | 3 | NoHo Partners | 7.20 | 6.34 | -12% |
| 120 | 54 | Digia | 5.62 | 4.95 | -12% |
| 121 | 74 | Lemonsoft | 4.89 | 4.16 | -15% |
| 122 | 51 | Ponsse | 22.80 | 19.38 | -15% |
| 123 | 75 | Easor | 0.68 | 0.58 | -15% |
| 124 | 24 | Enersense | 3.22 | 2.70 | -16% |
| 125 | 76 | Kamux | 1.71 | 1.42 | -17% |
| 126 | 48 | Etteplan | 7.60 | 6.31 | -17% |
| 127 | 76 | Remedy | 12.50 | 10.38 | -17% |
| 128 | 63 | Marimekko | 9.94 | 8.25 | -17% |
| 129 | 28 | Nexstim | 9.10 | 7.55 | -17% |
| 130 | 73 | Oriola | 0.94 | 0.78 | -17% |
| 131 | 23 | Rapala VMC | 1.03 | 0.86 | -17% |
| 132 | 77 | Pihlajalinna | 11.44 | 9.38 | -18% |
| 133 | 49 | Canatu A | 7.62 | 6.25 | -18% |
| 134 | 72 | Admicom | 31.15 | 25.54 | -18% |
| 135 | 36 | Siili Solutions | 3.46 | 2.80 | -19% |
| 136 | 35 | Herantis Pharma | 1.72 | 1.39 | -19% |
| 137 | 78 | Vincit | 1.10 | 0.90 | -19% |
| 138 | 79 | Sunborn International | 0.25 | 0.20 | -20% |
| 139 | 78 | Talenom | 1.30 | 1.02 | -21% |
| 140 | 59 | Verkkokauppa.com | 2.68 | 2.12 | -21% |
| 141 | 47 | Revenio Group | 15.76 | 12.29 | -22% |
| 142 | 54 | QPR Software | 0.56 | 0.42 | -24% |
| 143 | 30 | SSH | 2.28 | 1.73 | -24% |
| 144 | 56 | Solteq | 0.33 | 0.25 | -24% |
| 145 | 80 | Suominen | 1.23 | 0.92 | -25% |
| 146 | 55 | Qt | 19.07 | 14.30 | -25% |
| 147 | 39 | Alisa Pankki | 0.14 | 0.11 | -25% |
| 148 | 31 | EcoUp | 0.98 | 0.73 | -26% |
| 149 | 20 | Optomed | 2.38 | 1.76 | -26% |
| 150 | 71 | Martela | 0.53 | 0.39 | -26% |
| 151 | 80 | LeadDesk | 4.00 | 2.92 | -27% |
| 152 | 81 | Aiforia Technologies | 1.74 | 1.27 | -27% |
| 153 | 58 | Faron Pharmaceuticals | 0.47 | 0.34 | -29% |
| 154 | 57 | Duell | 1.27 | 0.89 | -30% |
| 155 | 68 | Nightingale Health | 1.23 | 0.86 | -30% |
| 156 | 45 | Eezy | 0.12 | 0.08 | -30% |
| 157 | 81 | Bioretec | 0.03 | 0.02 | -32% |
Sektorien sisäisten ristikorrelaatiokertoimien keskiarvo 0.79
| Sektori | Yhtiöt | |||||||
| 1 | Keskisuomalainen | Aspo | ||||||
| 2 | Viafin Service | Bittium | ||||||
| 3 | Scanfil | NoHo Partners | ||||||
| 4 | LapWall | Kone | ||||||
| 5 | Raute | Fodelia | ||||||
| 6 | Incap | Tamtron | ||||||
| 7 | Koskisen | Alexandria Group | Alma Media | |||||
| 8 | Atria | HKFoods | ||||||
| 9 | Fondia | Administer | ||||||
| 10 | Puuilo | Wärtsilä | ||||||
| 11 | Vaisala | |||||||
| 12 | Loihde | Valmet | ||||||
| 13 | Kalmar | Evli | Investors House | Metso | ||||
| 14 | Mandatum | Fortum | ||||||
| 15 | GRK Infra | |||||||
| 16 | Arvo Sijoitusosuuskunta | Aallon Group | ||||||
| 17 | Componenta | Kreate | ||||||
| 18 | Tekova | |||||||
| 19 | Ilkka | Kesko | ||||||
| 20 | Fiskars Group | Optomed | ||||||
| 21 | SRV | Sotkamo Silver | Relais Group | |||||
| 22 | Nordea Bank | Aktia Bank plc | ||||||
| 23 | KH Group | Rapala VMC | ||||||
| 24 | Exel Composites | Enersense | ||||||
| 25 | United Bankers | Kemira | ||||||
| 26 | UPM | |||||||
| 27 | Tecnotree | Boreo | Honkarakenne | |||||
| 28 | Orion | Nexstim | ||||||
| 29 | Norrhydro | eQ | ||||||
| 30 | Taaleri | SSH | ||||||
| 31 | F-Secure | Robit | EcoUp | |||||
| 32 | Konecranes | Apetit | Hiab Oyj | |||||
| 33 | Endomines | Terveystalo | ||||||
| 34 | Outokumpu | |||||||
| 35 | Nokian Renkaat | Herantis Pharma | ||||||
| 36 | Neste | Siili Solutions | ||||||
| 37 | Elisa | Asuntosalkku | ||||||
| 38 | Tietoevry | Panostaja | ||||||
| 39 | Tulikivi | Aspocomp | CapMan | Alisa Pankki | ||||
| 40 | Consti | Raisio | ||||||
| 41 | Pallas Air | Rebl Group Oyj | ||||||
| 42 | Digital Workforce | Detection Technology | ||||||
| 43 | Nokia | Foamit | ||||||
| 44 | Lassila & Tikanoja | |||||||
| 45 | Solwers | Eezy | ||||||
| 46 | Tokmanni Group | Nurminen Logistics | ||||||
| 47 | Toivo Group | Revenio Group | ||||||
| 48 | Finnair | Kesla | Etteplan | |||||
| 49 | Glaston | Canatu A | ||||||
| 50 | Kempower | Titanium | ||||||
| 51 | Modulight | Ponsse | ||||||
| 52 | Ovaro Kiinteistösijoitus | Huhtamäki | ||||||
| 53 | Stora Enso | Metsä Board | ||||||
| 54 | Biohit | Digia | QPR Software | |||||
| 55 | Orthex | Qt | ||||||
| 56 | Sitowise | Solteq | ||||||
| 57 | Netum | Duell | ||||||
| 58 | Solar Foods | Faron Pharmaceuticals | ||||||
| 59 | Sanoma | Verkkokauppa.com | ||||||
| 60 | Wetteri | |||||||
| 61 | Enento Group | |||||||
| 62 | Oma Säästöpankki | |||||||
| 63 | Harvia | Marimekko | ||||||
| 64 | Luotea | |||||||
| 65 | Sampo | |||||||
| 66 | Betolar | Anora | ||||||
| 67 | Gofore | Spinnova | ||||||
| 68 | Springvest | Nightingale Health | ||||||
| 69 | Lamor | |||||||
| 70 | Teleste | Wulff-Yhtiöt | ||||||
| 71 | Witted | Martela | ||||||
| 72 | YIT | Admicom | ||||||
| 73 | Merus Power | Oriola | ||||||
| 74 | Lemonsoft | |||||||
| 75 | Easor | |||||||
| 76 | Kamux | Remedy | ||||||
| 77 | Pihlajalinna | |||||||
| 78 | Vincit | Talenom | ||||||
| 79 | Sunborn International | |||||||
| 80 | Suominen | LeadDesk | ||||||
| 81 | Aiforia Technologies | Bioretec | ||||||
| 16.04.2026 | 09.04.2026 | 02.04.2026 | 26.03.2026 | 19.03.2026 | 12.03.2026 |
| 05.03.2026 | 26.02.2026 | 19.02.2026 | 12.02.2026 | 05.02.2026 | 29.01.2026 |
| 22.01.2026 | 15.01.2026 | 08.01.2026 | 02.01.2026 |
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: