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 (+0.48%) - Fastned
$ACC (-0.04%) - Aker Corp
$IOS (-0.41%) - Ionos
$KTN (-0.6%) - Kontron
$NDX1 (+2.62%) - Nordex
$BC8 (+2.98%) - Bechtle
$VOS (-0.13%) - Vossloh
$S92 (+0.96%) - 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