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 (+1.12%) - Fastned
$ACC (+0%) - Aker Corp
$IOS (+0.68%) - Ionos
$KTN (+0.95%) - Kontron
$NDX1 (+0.1%) - Nordex
$BC8 (+2.13%) - Bechtle
$VOS (+1.94%) - Vossloh
$S92 (-0.15%) - 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