According to "Welt", companies active in construction, rail infrastructure, digitalization and the energy industry are considered to be beneficiaries of the debt pact. So-called green sectors are also likely to benefit.
A few examples:
$FAST (+0.95%) - Fastned
$ACC (-1.53%) - Aker Corp
$IOS (+0.69%) - Ionos
$KTN (-9.61%) - Kontron
$NDX1 (+0.72%) - Nordex
$BC8 (+0.26%) - Bechtle
$VOS (+0.52%) - Vossloh
$S92 (-0.78%) - SMA Solar

Despite all the debt euphoria, however, investors should bear in mind that the infrastructure companies are smaller stocks that are not without risk.
Source (excerpt) & chart: World