These two stocks are going to represent a larger and larger piece of BSMF moving forward.

I expect both of these companies to grow quickly and substantially in the coming months and years. This is because they are both pushing toward solar power as a main energy resource. They are not trying to supplement combustion as an energy source; they are aiming to supplant it.

Both companies are just starting to garner attention from investors. BSMF has been investing in them for over a year on a small (less than 3%) basis. BSMF will begin to transition to solar over oil going forward.

First Solar (FSLR) focuses on large scale solar plants for industrial and commercial applications, while Solar City (SCTY) is more focused on small-scale home energy supply. That’s a bit of an oversimplification, but it captures the two different business models’ essence.

Tesla (TSLA) is also a player in this market, building a home battery for solar energy collection that will allow homes to be off grid even when the sun isn’t shining. Elon Musk – the CEO of Tesla – is on the board of directors of Solar City. BSMF will also maintain a position in TSLA, as well.

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