Subject: Re: The S&P 500’s Yield Is Weak.
I'm sure I read somewhere that the number of listed companies that BRK could invest in that move the needle now it's so large is c200? (US only)

Id consider moving the needle nowadays to be a $10bn dollar position invested.

https://stockanalysis.com/list...

111 S&P500 companies over $100 billion market cap.

(Berkshire at #10, $1.06T)