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 (+3,23%) - Fastned
$ACC (+0%) - Aker Corp
$IOS (+1,84%) - Ionos
$KTN (-0,86%) - Kontron
$NDX1 (-4,19%) - Nordex
$BC8 (+1,96%) - Bechtle
$VOS (+1,36%) - Vossloh
$S92 (-2,09%) - 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