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 (-0,95 %) - Fastned
$ACC (-2,18 %) - Aker Corp
$IOS (-0,63 %) - Ionos
$KTN (+1,01 %) - Kontron
$NDX1 (+0,03 %) - Nordex
$BC8 (+0 %) - Bechtle
$VOS (+1,42 %) - Vossloh
$S92 (+4,5 %) - 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