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 (+0,97%) - Fastned
$ACC (+0,75%) - Aker Corp
$IOS (-2,4%) - Ionos
$KTN (-0,17%) - Kontron
$NDX1 (-1,15%) - Nordex
$BC8 (+0,18%) - Bechtle
$VOS (-0,94%) - Vossloh
$S92 (-1,53%) - 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