Fund manager Rajiv Kaul has focused on a handful of relatively new companies, including high-speed router maker Juniper Net (nasdaq: JUNI) at 8.98% of holdings, semiconductor manufacturer JDS Uniphase (nasdaq: JDSU - news - people) at 6.09% and optical networking vendor Sycamore Networks (nasdaq: SCMR - news - people) at 3.14%.
FORBES: Telecom Funds: Balancing on the Wires