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 (+0.12%) - Fastned
$ACC (+1.54%) - Aker Corp
$IOS (-0.97%) - Ionos
$KTN (-1.69%) - Kontron
$NDX1 (-2.81%) - Nordex
$BC8 (-2.26%) - Bechtle
$VOS (-3.22%) - Vossloh
$S92 (-1.3%) - 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