Smart meter maker Itron looks set to clean up in 2010. Being the leader of the U.S. smart meter market during a period that saw the largest investment in U.S. history (via the $4 billion in smart grid stimulus funds) will do that for a company. Smart grid analyst Jesse Berst last year explained Itron’s influence to me this way: A utility doesn’t do a large smart meter rollout without talking to Itron, period.
