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 (+6,1 %) - Fastned
$ACC (+0,38 %) - Aker Corp
$IOS (+0,5 %) - Ionos
$KTN (-0,75 %) - Kontron
$NDX1 (+4,02 %) - Nordex
$BC8 (-0,97 %) - Bechtle
$VOS (-1,28 %) - Vossloh
$S92 (+1,15 %) - 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