Solar power is becoming more cost effective by the day, and some of the biggest companies in the U.S. are buying into its potential. Wal-Mart (WMT 1.32%), Costco (COST 0.17%), and Apple (AAPL 1.27%) are now three of the biggest corporate solar installers in the U.S., and they continue to build more solar every year. 

How can investors play this? SolarCity (SCTY.DL) and SunPower (SPWR -1.02%) are the two biggest players in commercial solar, with SolarCity partnering with Wal-Mart and Apple using SunPower's technology. Erin Miller sat down with solar analyst Travis Hoium to learn more about this trend in the solar industry.