AI "is a productivity tool" and "doesn't replace judgement," says Tom Plumb in addressing concerns that artificial intelligence will cut jobs. He says there needs to be a human factor behind the wheel for sustainable productivity improvements. He adds that there needs to be a greater focus on the energy sector to capitalize on evolving AI. His top stock picks include Modine Manufacturing (MOD), VSE Corp. (VSEC), and Phillips 66 (PSX).