Buffett-led Berkshire is still a solid investment, but a couple of names are clearly in right-time/right-place situations.

Its own stock holdings are discussed so often that it's easy to forget Berkshire Hathaway ( BRK.A 0.26% ) ( BRK.B 0.10% ) is a publicly traded outfit in and of itself. And a big one. With a market cap of nearly $1.1 trillion, in fact, Berkshire is the market's ninth-biggest name, right behind Taiwan Semiconductor Manufacturing , and right in front of electric vehicle outfit Tesla .

As veteran investors can verify, though, this won't be the case forever. Change is constant. Today's biggest companies won't be tomorrow's. And two names in particular are likely to outperform Berkshire Hathaway shares just within the next five years, making both of them

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