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 (+1,63 %) - Fastned
$ACC (-6,79 %) - Aker Corp
$IOS (+2,51 %) - Ionos
$KTN (+3,34 %) - Kontron
$NDX1 (+0,24 %) - Nordex
$BC8 (+2,74 %) - Bechtle
$VOS (+1,16 %) - Vossloh
$S92 (+3,45 %) - 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