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 (-1.31%) - Fastned
$ACC (-4.21%) - Aker Corp
$IOS (-4.89%) - Ionos
$KTN (+0.93%) - Kontron
$NDX1 (+2.22%) - Nordex
$BC8 (+0.55%) - Bechtle
$VOS (+1.1%) - Vossloh
$S92 (+10.15%) - 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