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 (+0,91Â %) - Fastned
$ACC - Aker Corp
$IOS (+0,47Â %) - Ionos
$KTN (+1,12Â %) - Kontron
$NDX1 (-4,45Â %) - Nordex
$BC8 (-0,85Â %) - Bechtle
$VOS (-2,7Â %) - Vossloh
$S92 (-0,97Â %) - 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

