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 (+1,77%) - Fastned
$ACC (-5,66%) - Aker Corp
$IOS (+1,82%) - Ionos
$KTN (+0,18%) - Kontron
$NDX1 (+0,35%) - Nordex
$BC8 (+1,42%) - Bechtle
$VOS (+3,66%) - Vossloh
$S92 (+3,11%) - 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