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 (-5.93%) - Fastned
$ACC (-2.88%) - Aker Corp
$IOS (-0.29%) - Ionos
$KTN (+1.18%) - Kontron
$NDX1 (-3.22%) - Nordex
$BC8 (-2.2%) - Bechtle
$VOS (+2.22%) - Vossloh
$S92 (-13.32%) - 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