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 (-2,53%) - Fastned
$ACC (+3,22%) - Aker Corp
$IOS (+4,06%) - Ionos
$KTN (+0,32%) - Kontron
$NDX1 (+4,33%) - Nordex
$BC8 (+0,64%) - Bechtle
$VOS (-1,42%) - Vossloh
$S92 (-0,92%) - 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