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 (+0.97%) - Fastned
$ACC - Aker Corp
$IOS (+2.48%) - Ionos
$KTN (+0.82%) - Kontron
$NDX1 (+0.7%) - Nordex
$BC8 (+0.52%) - Bechtle
$VOS (+1.62%) - Vossloh
$S92 (+0.98%) - 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

