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 (-2,41%) - Fastned
$ACC (+3,43%) - Aker Corp
$IOS (+0,63%) - Ionos
$KTN (+0%) - Kontron
$NDX1 (+0,95%) - Nordex
$BC8 (-0,74%) - Bechtle
$VOS (-0,14%) - Vossloh
$S92 (+2,75%) - 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