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 (-2.25%) - Fastned
$ACC (-24%) - Aker Corp
$IOS (+0.92%) - Ionos
$KTN (+4.16%) - Kontron
$NDX1 (-0.13%) - Nordex
$BC8 (-0.65%) - Bechtle
$VOS (-1.81%) - Vossloh
$S92 (-2.53%) - 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