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 (-2,19%) - Fastned
$ACC (+7,43%) - Aker Corp
$IOS (-2,81%) - Ionos
$KTN (+0,35%) - Kontron
$NDX1 (+4,3%) - Nordex
$BC8 (+0,31%) - Bechtle
$VOS (+2,88%) - Vossloh
$S92 (-1,97%) - 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