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 (-2,22 %) - Fastned
$ACC (+2,09 %) - Aker Corp
$IOS (-4,75 %) - Ionos
$KTN (-0,09 %) - Kontron
$NDX1 (+3,33 %) - Nordex
$BC8 (+0,44 %) - Bechtle
$VOS (-0,93 %) - Vossloh
$S92 (+5,64 %) - 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