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The US stocks with a very real China problem

MICRON TECH-M&A/TSINGHUAUNIGROUP
Kai Pfaffenbach | Reuters

As a China economic slowdown—the central worry of plummeting global markets for a month—finally gets confirmed by hard data, there are some U.S. stocks you simply don't want in your portfolio.

These are not the names that are subject to the "sell everything," risk-off posture occurring, but rather, the companies whose livelihoods depend on a China economy remaining in a growth mode.

Two surveys of manufacturing in China on Tuesday pointed to a contracting economy. One of those—the Caixin/Markit manufacturing purchasing managers' index—posted its lowest reading since March 2009. Meanwhile, numbers out of Macau showed gambling revenue for the country's casino capital dropped a stunning 36 percent in August from a year ago.

So CNBC Pro canvassed Wall Street research, annual reports and other sources to create the definitive list of U.S. companies with the most to lose if more weak data continue to flow out of China.

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