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 (-3,39%) - Fastned
$ACC - Aker Corp
$IOS (-2,75%) - Ionos
$KTN (+0,04%) - Kontron
$NDX1 (-0,52%) - Nordex
$BC8 (-1,54%) - Bechtle
$VOS (-1,59%) - Vossloh
$S92 (+0,55%) - 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

