A Taiwan-listed ETF tracking big US tech has reshuffled its holdings toward cybersecurity and AI chips, a mildly positive signal for investors betting the AI trade keeps broadening.

• The fund dropped Accenture, Intuit and Uber, and added Palo Alto Networks, CrowdStrike and Analog Devices.
• The idea: AI is spreading from raw computing power into software and everyday devices, so security and analog chips matter more.
• The top ten holdings did not change — Nvidia, Apple, Microsoft, Alphabet and Amazon still dominate, with TSMC also carrying heavy weight.
• Broadcom's forecast for doubled AI revenue and strong server sales at Dell are being read as proof the US tech story is still solid.

Outlook: Expect more money to flow toward cloud security and chip suppliers as AI moves out of data centers and into products.