Go where the growth is.

That appears to be the motto of a group of banks that have transformed their loan portfolios. Since the dawn of the recession, these banks have aggressively shifted into commercial and industrial lending, a segment that has powered growth overall since lending began to pull out of its postcrisis slump in 2011. (The following graphic shows data on publicly traded banks that have increased the portion of their loan portfolios made up of C&I loans by at least five percentage points over about the last five years. Text continues below.)

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