UGI (US:UGI) Seeking Alpha·2025-12-23 13:15Core Insights - The data storage and memory chips sector has performed well over the past 12 months, with key players including Micron Technology, Seagate, and Western Digital, which are positioned adjacent to AI technologies [2]. Group 1: Investment Focus - The iREIT+HOYA Capital service emphasizes income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1]. - The investment group targets high-yield, dividend growth opportunities, offering portfolios with dividend yields up to 10% [2]. Group 2: Market Position - Companies in the data storage and memory chip sector are considered defensive investments with a medium- to long-term horizon, appealing to investors seeking stability [2].