REPY
REPY Lab · Early access

The research environment behind our work.

REPY Lab gives institutions direct access to the tools our researchers use every day: themes and company exposures, universe construction, strategy testing and portfolio analytics.

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REPY Lab / Themes / PhotonicsAs of 31 July 2026
  • Themes
  • Universes
  • Simulations
  • Portfolios
PhotonicsVersion 5
CompanyDecisionSource
Corning IncorporatedGLWMemberQuasi-play · 40.1%Annual report · Note 18
Arista NetworksANETNot a memberCustomer of the themeAnnual report · Note 9
TeradyneTERNot a memberMention, not a productAnnual report · Business description
Illustrative view of REPY Lab. The three decisions are real records from our photonics theme.
Inside the Lab

From company to portfolio, in one environment.

Every module runs on the same structured company data that underpins our research.

01

Themes and exposures

Browse themes by role and exposure tier, examine each company's revenue mix and end markets, and open the rationale behind every classification.

Roles · Exposure tiers · Revenue mix · Rationale
02

Universe construction

Screen thousands of companies on fundamentals, factor signals and thematic exposure, and save universes for research or production.

Fundamentals · Factors · Thematic exposure
03

Strategy testing

Simulate selection and weighting rules with realistic trading costs, rebalancing and portfolio constraints, free of look-ahead bias.

Trading costs · Rebalancing · Constraints
04

Portfolio analytics

Decompose live and model portfolios by exposure, attribute performance to its sources and monitor drift over time.

Exposure · Attribution · Drift
In development

Next in the Lab.

Coming

Ask REPY

Natural-language questions answered from our research base, with sources attached.

Coming

Exposure data

Geographic, customer and supply-chain exposure for every company in coverage.

Coming

Client research

Bring your own research and broker notes into the Lab and analyse them alongside ours.

Early access

Request early access

Early access is by invitation, for a small group of institutions. Access is governed by separate terms.

Who is the Lab for?

Investment professionals at institutions: portfolio managers, analysts, product specialists and research teams.

Is it investment advice?

No. REPY Lab is a research environment. Analysis you build in it is your own, and nothing in it is a recommendation.

How does it relate to your research?

It runs on the same data, models and methodology as our published and client research.

What does the Lab cover?

US-listed equities today, with coverage expanding.

What does it cost?

Access terms are agreed with each institution.