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 (+0.11%) - Fastned
$ACC (+20.37%) - Aker Corp
$IOS (-4.66%) - Ionos
$KTN (-1.89%) - Kontron
$NDX1 (-0.31%) - Nordex
$BC8 (-1.95%) - Bechtle
$VOS (-2.63%) - Vossloh
$S92 (+2.84%) - 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