According to this article, the Motley Fool owns shares of Infinera, which they have also selected as a Rule Breakers Pick.
I'm not familiar with this company, so I did some digging. Seeking Alpha has a short article on the company that was published in June. Of note the article mentions:
"Infinera's PIC technology may have a 4-5 year lead time over its competitors;"
I found an article at the Fool that was written on the same date. It goes on to say:
"Infinera holds technical and cost advantages over many alternatives, giving it a good moat and solid standing against much larger competitors."
It sounds as if this company has quite a wide moat as well as solid long term growth prospects. I will have to keep an eye on this one.