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 (-0,22%) - Fastned
$ACC (-16%) - Aker Corp
$IOS (-1,1%) - Ionos
$KTN (-0,68%) - Kontron
$NDX1 (-2,27%) - Nordex
$BC8 (-2,8%) - Bechtle
$VOS (-1,14%) - Vossloh
$S92 (+5,22%) - 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