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 (-2.46%) - Fastned
$ACC (+0.33%) - Aker Corp
$IOS (-4.89%) - Ionos
$KTN (-0.17%) - Kontron
$NDX1 (+3.25%) - Nordex
$BC8 (+0.42%) - Bechtle
$VOS (-1%) - Vossloh
$S92 (+5.54%) - 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