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Which Stocks Are Winning in China

China has a bigger impact on U.S. companies than you might realize. Consider recent headlines from several multinationals:

Sir Martin Sorrell runs the world's largest advertising agency, WPP plc (WPP:LN ), and he joined us this morning on Surveillance to discuss product placement and global growth. He stressed the significance of China as the major driver of growth for many mature U.S. companies. He also noted how few people outside the companies themselves appreciate the magnitude of China exposure.

In order to quantify Sir Martin's perspective, we sorted the S&P 1500 index by China sales as a percentage of total sales. Eighty-two companies currently report direct sales in China, and 49 of these expanded their China business in 2013.

We further narrowed the list to 20 companies expanding by at least 10 percent. This is the group that matters most for investors looking to participate in China growth as a portfolio theme. We shared the top five on-air, and present the full list below, ranked by growth rate.

Diodes Incorporated (DIOD ), the Boeing Company (BA ), Alliance One International, Inc. (AOI ), Pericom Semiconductor Corporation (PSEM ), Sotheby's (BID ), Cirrus Logic, Inc. (CRUS ), Intel Corporation (INTC ), QUALCOMM, Inc., (QCOM ), Micron Technology, Inc. (MU ), Applied Materials, Inc. (AMAT ), MTS Systems Corporation (MTSC ), PerkinElmer, Inc. (PKI ), Kulicke and Soffa Industries, Inc. (KLIC ), A.O. Smith Corporation (AOS ) and Silicon Laboratories, Inc. (SLAB ).

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