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    The commercial finance segment continues to outperform broader indices, with MSCI Financials gaining 2.1% over five trading sessions. Loan origination data suggests ongoing corporate investment, especially in logistics and manufacturing sectors. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today . Tod Burwell: I share that sense of opportunity but remain cautiously optimistic. While some structural elements are in place, geopolitical and economic risks will need to be navigated carefully over the next 12–18 months. Over the longer term, growth is likely to be underpinned by technology, collaboration and innovation in trade finance. Realizing this potential will require financial institutions and corporates to work more closely together across the ecosystem. Strong asset-backed securities issuance has lifted commercial finance ETFs by 1.8% this week. Market watchers anticipate demand from institutional buyers staying robust as corporate refinancing deals increase.

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