Global Infrastructure Investing: A Different Spin on Emerging-Market Growth

When it comes to infrastructure investing, operators should get as much love as builders.

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Investors considering the infrastructure play might also think about the technology behind such growth. For instance, Itron (ITRI) helps utilities with meters and other services and is expanding in the smart-grid arena.

The bottom line for investors: When looking around the emerging globe for ideas, think beyond the development stage to the resources, technology, and manpower necessary to sustain such projects for years to come.

Corrected on 05/03/2012: A previous version of this story misspelled the name of Bob Becker, co-manager of the Cohen and Steers Global Infrastructure Fund.