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 (+0,49%) - Fastned
$ACC (+7,14%) - Aker Corp
$IOS (+0,41%) - Ionos
$KTN (+1,17%) - Kontron
$NDX1 (+2,29%) - Nordex
$BC8 (-0,45%) - Bechtle
$VOS (+1,31%) - Vossloh
$S92 (+7,35%) - 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