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 (+2,05 %) - Fastned
$ACC - Aker Corp
$IOS (+5,7 %) - Ionos
$KTN (-0,21 %) - Kontron
$NDX1 (-0,29 %) - Nordex
$BC8 (+0,29 %) - Bechtle
$VOS (+1,43 %) - Vossloh
$S92 (-1,2 %) - 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

