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 (-1,78%) - Fastned
$ACC (+11,54%) - Aker Corp
$IOS (-0,31%) - Ionos
$KTN (+2,55%) - Kontron
$NDX1 (-3,62%) - Nordex
$BC8 (+2,28%) - Bechtle
$VOS (-0,06%) - Vossloh
$S92 (-3,15%) - 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