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 (+1,36%) - Fastned
$ACC - Aker Corp
$IOS (-1,25%) - Ionos
$KTN (-1,25%) - Kontron
$NDX1 (-1,75%) - Nordex
$BC8 (+1,62%) - Bechtle
$VOS (-5,39%) - Vossloh
$S92 (-7,31%) - 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

